Back to filter
Original filing (PDF)20251015152858NAL0006612400001
SUSAN DEMERER, P.A.
Form 5500-SF
FILING_RECEIVED
SUSAN DEMERER, PA 401(K) PLAN
401(k) retirement plan
Active participants
3
Accounts w/ balance
3
Plan assets (EOY)
$1.1M
Net assets (EOY)
$1.1M
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 SUSAN DEMERER, P.A..
Plan sponsor
Name
SUSAN DEMERER, P.A.
EIN
46-1645120
Address
5804 NW 26TH COURT · BOCA RATON, FL · 33496
Phone
(561) 213-6347
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
2025-10-15
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2J · 401(k) feature
3B · Covers self-employed individuals
3D · Pre-approved plan (master / prototype / VS)
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
DANIEL WINKLER & ASSOCIATES, INC.
DANIEL WINKLER & ASSOCIATES, INC. 401(K) PLAN
$1.1M · 6 participants
TONYA PEEK REAL ESTATE INVESTMENT, LLC
TONYA PEEK REAL ESTATE INVESTMENT LLC DEFINED BENEFIT PENSION PLAN
$1.1M · 2 participants
HELLER GROUP INC
HELLER GROUP 401(K) PLAN
$1.1M · 4 participants
REGINA M. VANNICOLA
REGINA M. VANNICOLA CASH BALANCE PLAN
$1.1M · 4 participants
APPLEBAUM REALTY GROUP LLC
APPLEBAUM REALTY GROUP LLC 401(K) PLAN
$1.1M · 4 participants
MB TWO, LLC
MB TWO 401(K) PLAN
$1.1M · 2 participants
Large plans in Florida
L3HARRIS TECHNOLOGIES, INC.
L3HARRIS RETIREMENT SAVINGS PLAN
$16.3B · 41,945 participants
L3HARRIS TECHNOLOGIES, INC.
L3HARRIS RETIREMENT SAVINGS PLAN MASTER TRUST
$16.2B
PUBLIX SUPER MARKETS, INC.
PUBLIX SUPER MARKETS, INC. EMPLOYEE STOCK OWNERSHIP PLAN & TRUST
$14.3B · 156,344 participants
PWC US GROUP LLP
SAVINGS PLAN FOR EMPLOYEES AND PARTNERS OF PWC
$13.2B · 49,697 participants
ADP TOTALSOURCE GROUP, INC.
ADP TOTALSOURCE RETIREMENT SAVINGS PLAN
$9.2B · 299,514 participants
PRICEWATERHOUSECOOPERS LLP
SAVINGS PLAN FOR EMPLOYEES AND PARTNERS OF PRICEWATERCOOPERS LLP
$9.1B · 50,893 participants