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BRETT JENNINGS REAL ESTATE EXPERTS, INC. — REAL ESTATE EXPERTS, INC. 401(K) PROFIT SHARING PLAN, Form 5500 (2023) | Form 5500 Search
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Original filing (PDF)
20240920165135NAL0007782049001
BRETT JENNINGS REAL ESTATE EXPERTS, INC.
Form 5500-SF
FILING_RECEIVED
REAL ESTATE EXPERTS, INC. 401(K) PROFIT SHARING PLAN
401(k) retirement plan
Active participants
26
Accounts w/ balance
7
Plan assets (EOY)
$1.0M
Net assets (EOY)
$1.0M
Plan health score (directional)
84
/ 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
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
BRETT JENNINGS REAL ESTATE EXPERTS, INC.
.
Find decision makers
Plan sponsor
Name
BRETT JENNINGS REAL ESTATE EXPERTS, INC.
EIN
46-4943296
Address
2116 BELLO AVENUE · SAN JOSE, CA · 95125
Phone
(408) 807-4553
Industry
Wholesale Trade
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2023
Plan year begin
2023-01-01
Tax period
2023-12-31
Filed
2024-09-20
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2R · Participant-directed brokerage (SDBA)
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Service providers (Schedule C)
Small plans don't disclose service providers
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EASTERN TRANSIT PRODUCTS, INC.
EASTERN TRANSIT PRODUCTS, INC. PROFIT SHARING PLAN
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Knocking points off
Only 27% as many balances as active participants — suggests many active employees aren't deferring.
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.
$1.0M · 2 participants
UNIVERSAL DISTRIBUTION GROUP, LLC
UNIVERSAL DISTRIBUTION GROUP, LLC 401(K) PLAN
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