How big is Professional Real Estate Servi's plan?

Professional Real Estate Servi's plan reported $143K in assets and 3 participants for 2024.

Original filing (PDF)20250729095654NAL0004371664001

Professional Real Estate Servi

Name: Professional Real Estate Servi — Professional Real, Form 5500 (2024)
Creator: Professional Real Estate Servi
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Professional Real Estate Servi 401(k) Profit Sharing Plan & Trust

401(k) retirement plan · Professional Real Estate Servi's Professional Real Estate Servi 401(k) Profit Sharing Plan & Trust held $143K in plan assets for 3 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$143K

Net assets (EOY)

$143K

People on this filing

Edward Rojas signed Professional Real Estate Servi's 2024 Form 5500 as plan administrator.

Edward Rojas — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Professional Real Estate Servi's EIN is 33-0634221.

EIN 33-0634221

Plan number 001

Plan year 2024

ACK ID 20250729095654NAL0004371664001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Professional Real Estate Servi from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Professional Real Estate Servi's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for PROFESSIONAL REAL ESTATE SERVI.

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Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (100th percentile).

Plan sponsor

Name

PROFESSIONAL REAL ESTATE SERVI

EIN

all filings

Address

4350 VON KARMAN AVE STE 200 · NEWPORT BEACH, CA · 92660

Phone

(949) 261-7737

Industry

Real Estate

Plan administrator