Back to filter
Original filing (PDF)20250701114636NAL0006988547001
NEST REALTY
Form 5500-SF
FILING_RECEIVED
NEST REALTY 401(K) PROFIT SHARING PLAN
401(k) retirement plan
Active participants
25
Accounts w/ balance
22
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
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.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for NEST REALTY.
Plan sponsor
Name
NEST REALTY
EIN
41-2265467
Address
1135 ROSE HILL DR SUITE 100 · CHARLOTTESVILLE, VA · 22903
Phone
(434) 566-0121
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
2025-07-01
Pension benefit codes
2E · Profit-sharing
2J · 401(k) feature
2K · 401(m) arrangement
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
Service providers (Schedule C)
Small plans don't disclose service providersRelated plans
Similar-size Real Estate plans
THE CASSINA GROUP LLC
THE CASSINA GROUP LLC 401(K) PLAN
$1.6M · 5 participants
THE CLOSE CONNECTION
THE CLOSE CONNECTION CASH BALANCE PLAN
$1.6M · 3 participants
RENNA SHEE, REALTOR
RENNA SHEE PENSION PLAN
$1.6M · 2 participants
TROPHY PROPERTIES AND AUCTION, LLC
TROPHY PROPERTIES AND AUCTION 401(K) PLAN
$1.6M · 5 participants
COMRIE REAL ESTATE, INC.
COMRIE REAL ESTATE, INC. RETIREMENT PLAN
$1.6M · 3 participants
HOMIE TECHNOLOGY INC.
HOMIE 401(K) PLAN
$1.6M · 1 participants
Large plans in Virginia
NORTHROP GRUMMAN CORPORATION
NORTHROP GRUMMAN SAVINGS PLAN
$39.5B · 99,799 participants
GENERAL DYNAMICS CORPORATION
GENERAL DYNAMICS CORPORATION 401(K) PLAN MASTER TRUST AGREEMENT
$23.5B
GENERAL DYNAMICS CORPORATION
GENERAL DYNAMICS CORPORATION 401(K) PLAN MASTER TRUST AGREEMENT
$23.5B
NORTHROP GRUMMAN CORPORATION
NORTHROP GRUMMAN PENSION PLAN
$18.8B · 11,507 participants
NATIONAL RURAL ELECTRIC COOPERATIVE ASSOCIATION
401(K) PENSION PLAN
$16.8B · 61,593 participants
NORTHROP GRUMMAN CORPORATION
NG DB MT FIXED INCOME FUND
$13.0B