Original filing (PDF)20250715064920NAL0004094690001

STOLTZ MANAGEMENT OF DELAWARE, INC.

Name: STOLTZ MANAGEMENT OF DELAWARE, INC. — STOLTZ 401(K) PLAN II, Form 5500 (2024)
Creator: STOLTZ MANAGEMENT OF DELAWARE, INC.

Form 5500-SF

FILING_RECEIVED

STOLTZ 401(K) PLAN II

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$6.0M

Net assets (EOY)

$6.0M

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

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 STOLTZ MANAGEMENT OF DELAWARE, INC..

Plan sponsor

Name

STOLTZ MANAGEMENT OF DELAWARE, INC.

EIN

51-0369081

Address

PO BOX 2087 · BALA CYNWYD, PA · 19004

Phone

(610) 667-5800

Industry

Real Estatesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

003

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-07-15

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

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

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Real Estate plans

WICKLAND PIPELINES LLC

WICKLAND PIPELINES LLC 401(K) PROFIT SHARING PLAN

$6.0M · 12 participants

BRANDOLINI PROPERTY MANAGEMENT INC.

BRANDOLINI PROPERTY MANAGEMENT INC. 401(K) PROFIT SHARING PLAN

$6.0M · 7 participants

NOR WOOD LIMITED INC

NOR WOOD LIMITED INC 401K PROFIT SHARING PLAN & TRUST

$6.0M · 52 participants

MEDIATE MANAGEMENT COMPANY, INC.

MEDIATE MANAGEMENT COMPANY, INC. 401(K) PROFIT SHARING PLAN

$6.1M · 152 participants

INTEGRATED REAL ESTATE SERVICES, LLC