Original filing (PDF)20250729113621NAL0002678049001

THE MANDY FRIEND TEAM, INC.

Name: THE MANDY FRIEND TEAM, INC. — THE MANDY FRIEND TEAM RETIREMENT PLAN, Form 5500 (2024)
Creator: THE MANDY FRIEND TEAM, INC.

Form 5500-SF

FILING_RECEIVED

THE MANDY FRIEND TEAM RETIREMENT PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$835K

Net assets (EOY)

$835K

Plan health score (directional)

/ 100

Grade B

Above-average plan

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for THE MANDY FRIEND TEAM, INC..

Plan sponsor

Name

THE MANDY FRIEND TEAM, INC.

EIN

46-3839905

Address

2000 WINTON RD S · BLG 1 SUITE 201 · ROCHESTER, NY · 14618

Phone

(585) 622-7181

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

2025-07-29

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

3H · Sponsor in controlled / affiliated group

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Real Estate plans

FLEMING DEVELOPMENT, INC.

FLEMING DEVELOPMENT, INC. SAVINGS & RETIREMENT PLAN

$836K · 103 participants

DONAHUE MALEY BURNS TEAM

DONAHUE MALEY BURNS TEAM 401K PLAN

$833K · 4 participants

WINDERMERE REAL ESTATE CAPITOL HILL, INC.

WINDERMERE REAL ESTATE CAPITOL HILL, INC. RETIREMENT PLAN

$832K · 11 participants

KIM ALDEN, INC.

KIM ALDEN, INC. 401(K) PLAN

$838K · 4 participants

COHEN COMMERCIAL MANAGEMENT LLC

COHEN COMMERCIAL REALTY 401(K) PLAN