How big is Hazelview Securities US LLC's plan?

Hazelview Securities US LLC's plan reported $932K in assets and 1 participants for 2024.

Original filing (PDF)20250527083238NAL0005496177001

Hazelview Securities US LLC

Name: Hazelview Securities US LLC — Form 5500 (2024)
Creator: Hazelview Securities US LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

401(k) retirement plan · Hazelview Securities US LLC held $932K in plan assets for 1 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$932K

Net assets (EOY)

$932K

People on this filing

TAO PENG signed Hazelview Securities US LLC's 2024 Form 5500 as plan administrator.

TAO PENG — 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

Hazelview Securities US LLC's EIN is 36-4850124.

EIN 36-4850124

Plan number 001

Plan year 2024

ACK ID 20250527083238NAL0005496177001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Hazelview Securities US LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Hazelview Securities US LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for HAZELVIEW SECURITIES US LLC.

Finding similar companies…

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 average account balance (100th percentile).

Plan sponsor

Name

HAZELVIEW SECURITIES US LLC

EIN

all filings

Address

535 FIFTH AVENUE FOURTH FLOOR · NEW YORK, NY · 10017

Phone

(437) 522-2378

Industry

Finance & Insurance

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

2025-05-27

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

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

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Finance & Insurance plans

Naylor & Company Investments, LLC

Naylor & Company 401(k) Plan

$932K · 8 participants

Blue Heron Capital, LLC

Blue Heron Capital, LLC 401(k) Plan

$932K · 6 participants

Matsch Financial Systems Ltd.

Matsch Financial Systems Ltd. 401(k) Plan

$932K · 4 participants

Rescue 1 Financial, LLC

Rescue 1 Financial, LLC Defined Benefit Pension Plan

$932K · 6 participants

The Baran James Company

The Baran James Company Defined Benefit Pension Plan

Researching more plans? Run a Form 5500 search by company name, EIN, or plan name.