How big is JBB Realty Advisors' plan?

JBB Realty Advisors' plan reported $2.2M in assets and 3 participants for 2024.

Original filing (PDF)20251009025148NAL0006098593001

JBB Realty Advisors

Name: JBB Realty Advisors — John Bertram Defined Benefit, Form 5500 (2024)
Creator: JBB Realty Advisors
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

John Bertram Defined Benefit Pension Plan

Defined-benefit pension plan · JBB Realty Advisors' John Bertram Defined Benefit Pension Plan held $2.2M in plan assets for 3 participants in 2024.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$2.2M

Net assets (EOY)

$2.2M

Plan identifiers

JBB Realty Advisors' EIN is 47-4727823.

EIN 47-4727823

Plan number 001

Plan year 2024

ACK ID 20251009025148NAL0006098593001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for JBB Realty Advisors from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

JBB Realty Advisors' plan includes a defined-benefit pension formula.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for JBB REALTY ADVISORS.

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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 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Helping the score