Original filing (PDF)20251007185843NAL0012269810001

KASE REAL ESTATE, INC.

Name: KASE REAL ESTATE, INC. — KASE REAL ESTATE, INC. 401(K) PLAN, Form 5500 (2024)
Creator: KASE REAL ESTATE, INC.

Form 5500-SF

FILING_RECEIVED

KASE REAL ESTATE, INC. 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$868K

Net assets (EOY)

$868K

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 KASE REAL ESTATE, INC..

Plan sponsor

Name

KASE REAL ESTATE, INC.

EIN

46-5636448

Address

1804 NEWPORT BLVD. SUITE B · COSTA MESA, CA · 92627

Phone

(949) 200-9818

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

2025-10-07

Pension benefit codes

2A · Age/service weighted or new comparability

2D · Offset of another plan

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

Service providers (Schedule C)

Small plans don't disclose service providers

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