Original filing (PDF)20250203073356NAL0011807568001

JOE CUNNINGHAM TEAM LLC

Name: JOE CUNNINGHAM TEAM LLC — CUNNINGHAM TEAM RETIREMENT SAVINGS PLAN, Form 5500 (2024)
Creator: JOE CUNNINGHAM TEAM LLC

Form 5500-SF

FILING_RECEIVED

CUNNINGHAM TEAM RETIREMENT SAVINGS PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$511K

Net assets (EOY)

$511K

Plan health score (directional)

/ 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

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for JOE CUNNINGHAM TEAM LLC.

Plan sponsor

Name

JOE CUNNINGHAM TEAM LLC

EIN

46-4927858

Address

10820 ELLICOTT RD · PHILADELPHIA, PA · 19154

Phone

(215) 961-6011

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

2025-02-03

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2J · 401(k) feature

2K · 401(m) arrangement

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 providers

Related plans

Similar-size Real Estate plans

TRUE LEGACY

TRUE LEGACY 401(K) PLAN

$511K · 65 participants

RHONDA AND JENNIFER, INC.

RHONDA AND JENNIFER, INC. 401(K) PLAN

$511K · 2 participants

ANCHOR SEAPORT ESCROW

ANCHOR SEAPORT ESCROW CASH BALANCE PENSION PLAN

$511K · 2 participants

LONGSHIP CAPITAL MANAGEMENT, LLC

BANKTECH VENTURES 401(K) PLAN

$511K · 7 participants

THE GARIBALDI GROUP, LLC

THE GARIBALDI GROUP, LLC 401K PLAN

$510K