Original filing (PDF)20250417220817NAL0002902560026

DAVIDSON & BOGEL REAL ESTATE, LLC

Name: DAVIDSON & BOGEL REAL ESTATE, LLC — DAVIDSON BOGEL REAL ESTATE 401(K) PLAN, Form 5500 (2024)
Creator: DAVIDSON & BOGEL REAL ESTATE, LLC

Form 5500-SF

FILING_RECEIVED

DAVIDSON BOGEL REAL ESTATE 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$629K

Net assets (EOY)

$629K

Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (89th percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for DAVIDSON & BOGEL REAL ESTATE, LLC.

Plan sponsor

Name

DAVIDSON & BOGEL REAL ESTATE, LLC

EIN

47-3865528all filings

Address

2929 CARLISLE STREET · SUITE 250 · DALLAS, TX · 75204

Phone

(682) 401-8787

Industry