How big is BETH Kellan Real Estate, Inc.'s plan?

BETH Kellan Real Estate, Inc.'s plan reported $603K in assets and 1 participants for 2024.

Original filing (PDF)20250701144022NAL0030848114002

BETH Kellan Real Estate, Inc.

Name: BETH Kellan Real Estate, Inc. — BETH Kellan Real, Form 5500 (2024)
Creator: BETH Kellan Real Estate, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

BETH Kellan Real Estate, Inc. 401(k) Retirement Plan

401(k) retirement plan · BETH Kellan Real Estate, Inc.'s BETH Kellan Real Estate, Inc. 401(k) Retirement Plan held $603K in plan assets for 1 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$603K

Net assets (EOY)

$603K

People on this filing

BETH Kellan signed BETH Kellan Real Estate, Inc.'s 2024 Form 5500 as plan administrator.

BETH Kellan — 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

BETH Kellan Real Estate, Inc.'s EIN is 45-2818136.

EIN 45-2818136

Plan number 002

Plan year 2024

ACK ID 20250701144022NAL0030848114002

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for BETH Kellan Real Estate, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

BETH Kellan Real Estate, Inc.'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 BETH KELLAN REAL ESTATE, INC..

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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 (94th percentile).
High account-holder ratio — balance-holders per active participant in the top 15% of peers (99th percentile).

Plan sponsor

Name

BETH KELLAN REAL ESTATE, INC.

EIN

all filings

Address

3553 SW CARSON ST. · PORTLAND, OR · 97219

Phone

(503) 525-6684

Industry

Real Estate

Plan administrator