Original filing (PDF)20250821132054NAL0004290337001

EAGLE ROCK LI HOLDINGS, LLC

Name: EAGLE ROCK LI HOLDINGS, LLC — EAGLE ROCK LI HOLDINGS, LLC 401(K) P/S PLAN, Form 5500 (2024)
Creator: EAGLE ROCK LI HOLDINGS, LLC

Form 5500-SF

FILING_RECEIVED

EAGLE ROCK LI HOLDINGS, LLC 401(K) P/S PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$670K

Net assets (EOY)

$670K

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 EAGLE ROCK LI HOLDINGS, LLC.

Plan sponsor

Name

EAGLE ROCK LI HOLDINGS, LLC

EIN

47-3349695

Address

1670 OLD COUNTRY RD STE 227 · PLAINVIEW, NY · 11803

Phone

(516) 844-9800

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

2025-08-21

Pension benefit codes

2E · Profit-sharing

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

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2F · ERISA section 404(c)

2T · Default investment account (QDIA)

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Real Estate plans

BLACK OAK TITLE LLC

BLACK OAK TITLE LLC 401(K) PLAN

$668K · 19 participants

90 WEST LLC

90 WEST LLC 401(K) PLAN

$668K · 7 participants

POCATELLO NEIGHBORHOOD HOUSING SERVICES, INC.

POCATELLO NEIGHBORHOOD HOUSING SERVICES 401(K) PLAN

$666K · 10 participants

RIVER PARK APARTMENTS, LTD.

RIVER PARK 401(K) PLAN

$674K · 15 participants

EUREKA MULTIFAMILY GROUP, L.P.

EUREKA MULTIFAMILY GROUP, L.P. 401(K) PROFIT SHARING PLAN TRUST

$676K · 118 participants