· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
ASCENTIA REAL ESTATE HOLDING COMPANY, LLC — ASCENTIA REAL ESTATE HOLDING COMPANY, LLC 401(K) PLAN, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20250627112712NAL0013767984001
ASCENTIA REAL ESTATE HOLDING COMPANY, LLC
Form 5500-SF
FILING_RECEIVED
ASCENTIA REAL ESTATE HOLDING COMPANY, LLC 401(K) PLAN
401(k) retirement plan
Active participants
70
Accounts w/ balance
53
Plan assets (EOY)
$3.3M
Net assets (EOY)
$3.3M
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
ASCENTIA REAL ESTATE HOLDING COMPANY, LLC
.
Find decision makers
Plan sponsor
Name
ASCENTIA REAL ESTATE HOLDING COMPANY, LLC
EIN
46-1613308
Address
2 WEST DRY CREEK CIRCLE, STE 200 · LITTLETON, CO · 80120
Phone
(303) 730-2000
Industry
Real Estate
see all
Plan administrator
Name
FUTUREPLAN FIDUCIARY SERVICES LLC
EIN
82-3719843
City
BOSTON, MA
Phone
(855) 711-5283
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-06-27
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
3B · Covers self-employed individuals
3D · Pre-approved plan (master / prototype / VS)
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size Real Estate plans
S. CLARK BUTLER PROPERTIES CORP.
S. CLARK BUTLER 401(K) RETIREMENT PLAN
$3.3M · 22 participants
METROPOLITAN PROPERTY SERVICES INC.
METROPOLITAN PROPERTY SERVICES INC. 401(K) PLAN
$3.3M · 53 participants
KEYSTONE REAL ESTATE GROUP, LP
KEYSTONE REAL ESTATE GROUP, LP RETIREMENT PLAN
$3.3M · 59 participants
KSH CAPITAL LP
KSH CAPITAL LP 401(K) PLAN
$3.3M · 17 participants
F-STAR PROPERTY MANAGEMENT, INC.
F-STAR PROPERTY MANAGEMENT, INC. 401K PROFIT SHARING PLAN
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.
$3.3M · 27 participants
TINKHAM MANAGEMENT COMPANY
TINKHAM MANAGEMENT COMPANY 401(K) PLAN
$3.3M · 17 participants
Large plans in Colorado
EMPOWER ANNUITY INSURANCE COMPANY
LARGE CAP GROWTH JPMORGAN INVESTMENT MANAGEMENT FUND (SALC2)
$6.0B
DAVITA INC.
DAVITA RETIREMENT SAVINGS PLAN
$3.8B · 56,918 participants
EMPOWER ANNUITY INSURANCE COMPANY
LARGE CAP GROWTH JENNISON FUND (SALG6)
$3.6B
EMPOWER ANNUITY INSURANCE COMPANY OF AMERICA
FUTUREFUNDS SERIES ACCOUNT II OF GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY
$3.6B
EMPOWER ANNUITY INSURANCE COMPANY
BLACKROCK S&P INDEX FUND (SA4CJ)
$3.4B
EMPOWER ANNUITY INSURANCE COMPANY
CORE PLUS BOND PGIM FUND (SACPP)
$3.0B
