· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
FIVE STAR REALTY — FIVE STAR REAL ESTATE 401(K) PLAN, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20250514145713NAL0019204625001
FIVE STAR REALTY
Form 5500-SF
FILING_RECEIVED
FIVE STAR REAL ESTATE 401(K) PLAN
401(k) retirement plan
Active participants
26
Accounts w/ balance
37
Plan assets (EOY)
$1.6M
Net assets (EOY)
$1.6M
Plan health score (directional)
89
/ 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
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
FIVE STAR REALTY
.
Find decision makers
Plan sponsor
Name
FIVE STAR REALTY
EIN
38-3265924
Address
4601 LAKE MICHIGAN DRIVE NW · GRAND RAPIDS, MI · 49534
Phone
(616) 791-1500
Industry
Real Estate
see 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
2025-05-14
Pension benefit codes
2S · Automatic enrollment
2E · Profit-sharing
3D · Pre-approved plan (master / prototype / VS)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2F · ERISA section 404(c)
2T · Default investment account (QDIA)
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size Real Estate plans
KIM AND BRIAN TEAM, LLC
KIM AND BRIAN TEAM, LLC 401(K) PLAN
$1.6M · 4 participants
VALLCO MANAGEMENT SERVICES, LLC
VALLCO MANAGEMENT SERVICES, LLC 401(K) PLAN
$1.5M · 29 participants
SWANSON REAL ESTATE, INC.
SWANSON REAL ESTATE, INC. DEFINED BENEFIT PLAN
$1.6M · 4 participants
BASTOGNE VENTURE PARTNERS
BASTOGNE VENTURE PARTNERS 401(K) PLAN
$1.5M · 16 participants
STEINBORN, INC., REALTORS
STEINBORN INC., REALTORS D/B/A STEINBORN & ASSOCIATES REAL ESTATE 401(K) PROFIT-SHARING PLAN AND TRUST
100
Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
$1.5M · 10 participants
W. F. CHESLEY REAL ESTATE, LLC
W. F. CHESLEY REAL ESTATE, LLC PROFIT SHARING PLAN
$1.5M · 6 participants
Large plans in Michigan
GENERAL MOTORS LLC
GENERAL MOTORS HOURLY-RATE EMPLOYEES PENSION PLAN
$44.8B · 15,648 participants
GENERAL MOTORS LLC
GENERAL MOTORS SAVINGS PLAN MASTER TRUST
$32.4B
THE COMMITTEE OF THE UAW RETIREE MEDICAL BENEFITS TRUST
UAW GM RETIREES MEDICAL BENEFITS PLAN
$30.6B
FORD MOTOR COMPANY
FORD MOTOR COMPANY MASTER TRUST FUND
$29.5B
FORD MOTOR COMPANY
FORD DEFINED CONTRIBUTION PLANS MASTER TRUST
$25.3B
GENERAL MOTORS LLC
GENERAL MOTORS RETIREMENT SAVINGS PLAN FOR SALARIED EMPLOYEES IN THE UNITED STATES
$23.1B · 41,023 participants
