How big is Babson Real Estate Advisors, LLC's plan?

Babson Real Estate Advisors, LLC's plan reported $302K in assets and 1 participants for 2024.

Original filing (PDF)20250617151929NAL0004056946001

Babson Real Estate Advisors, LLC

Name: Babson Real Estate Advisors, LLC — Babson Real, Form 5500 (2024)
Creator: Babson Real Estate Advisors, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Babson Real Estate Advisors LLC 401(k) PS Plan

401(k) retirement plan · Babson Real Estate Advisors, LLC's Babson Real Estate Advisors LLC 401(k) PS Plan held $302K in plan assets for 1 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$302K

Net assets (EOY)

$302K

People on this filing

Richard M Bradbury signed Babson Real Estate Advisors, LLC's 2024 Form 5500 as plan administrator.

Richard M Bradbury — 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

Babson Real Estate Advisors, LLC's EIN is 46-1761290.

EIN 46-1761290

Plan number 001

Plan year 2024

ACK ID 20250617151929NAL0004056946001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Babson Real Estate Advisors, LLC's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for BABSON REAL ESTATE ADVISORS, LLC.

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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 (88th percentile).
High account-holder ratio — balance-holders per active participant in the top 15% of peers (98th percentile).

Plan sponsor

Name

BABSON REAL ESTATE ADVISORS, LLC

EIN

all filings

Address

7 MORSE DR · MEDFIELD, MA · 02052

Phone

(617) 584-5557

Industry

Real Estate

Plan administrator