Original filing (PDF)20250716104453NAL0004162224001

PARK TOWNE MANAGEMENT CORPORATION

Name: PARK TOWNE MANAGEMENT CORPORATION — PARK TOWNE RETIREMENT SAVINGS PLAN, Form 5500 (2024)
Creator: PARK TOWNE MANAGEMENT CORPORATION

Form 5500-SF

FILING_RECEIVED

PARK TOWNE RETIREMENT SAVINGS PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$7.1M

Net assets (EOY)

$7.1M

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 PARK TOWNE MANAGEMENT CORPORATION.

Plan sponsor

Name

PARK TOWNE MANAGEMENT CORPORATION

EIN

39-1659712

Address

402 GAMMON PLACE SUITE 300 · MADISON, WI · 53719

Phone

(608) 833-9044

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

2025-07-16

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2T · Default investment account (QDIA)

3B · Covers self-employed individuals

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 Real Estate plans

GREENBRAE MANAGEMENT, INC.

GREENBRAE MANAGEMENT, INC. RETIREMENT PLAN

$7.1M · 31 participants

MGL APARTMENTS, LLC

MGL APARTMENTS, LLC CASH BALANCE PLAN

$7.1M · 4 participants

CAMPBELL PROPERTY MANAGEMENT

CPM & ROSEMURGY PROPERTIES 401(K) RETIREMENT PLAN

$7.2M · 2,457 participants

HOWARD PROPERTIES

HOWARD PROPERTIES MONEY PURCHASE PENSION PLAN

$7.2M · 9 participants

GUARDIAN MANAGEMENT LLC

GUARDIAN MANAGEMENT LLC 401(K) PLAN