Original filing (PDF)20251007183641NAL0002648627001

MIKE CROSS REALTORS, INC.

Name: MIKE CROSS REALTORS, INC. — MIKE CROSS REALTORS, INC. PROFIT SHARING PLAN, Form 5500 (2024)
Creator: MIKE CROSS REALTORS, INC.

Form 5500-SF

FILING_RECEIVED

MIKE CROSS REALTORS, INC. PROFIT SHARING PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.8M

Net assets (EOY)

$2.7M

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for MIKE CROSS REALTORS, INC..

Plan sponsor

Name

MIKE CROSS REALTORS, INC.

EIN

33-0847996

Address

1633 E. 4TH STREET, SUITE 224 · SANTA ANA, CA · 927015144

Phone

(714) 245-1725

Industry

Real Estatesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-07

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2J · 401(k) feature

2G · Total participant-directed accounts

2R · Participant-directed brokerage (SDBA)

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Real Estate plans

HARRELL FL REALTY LLC

HARRELL REALTY, LLC CASH BALANCE PLAN

$2.8M · 3 participants

INFORMED REALTY DECISIONS, INC.

INFORMED REALTY DECISIONS, INC. CASH BALANCE PLAN

$2.8M · 3 participants

JAMES L. CALLAN, INC.

JAMES L. CALLAN, INC. PROFIT SHARING PLAN

$2.8M · 3 participants

VELOCITY RETAIL GROUP

VELOCITY RETAIL GROUP, LLC 401(K) PROFIT SHARING PLAN

$2.8M · 10 participants

SNECKNER & ASSOCIATES, INC.

SNECKNER & ASSOCIATES, INC. PROFIT SHARING PLAN