Original filing (PDF)20250314094641NAL0011770771001

SAM PARK & COMPANY LLC

Name: SAM PARK & COMPANY LLC — SAM PARK & COMPANY LLC 401(K) PROFIT SHARING PLAN, Form 5500 (2024)
Creator: SAM PARK & COMPANY LLC

Form 5500-SF

FILING_RECEIVED

SAM PARK & COMPANY LLC 401(K) PROFIT SHARING PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.2M

Net assets (EOY)

$1.2M

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 SAM PARK & COMPANY LLC.

Plan sponsor

Name

SAM PARK & COMPANY LLC

EIN

52-2375771

Address

333 SCHOOL ST · #200 · MANSFIELD, MA · 02048

Phone

(617) 742-5589

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

2025-03-14

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

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

INVESTORS REALTY GROUP, INC.

IRG PENSION PLAN

$1.2M · 2 participants

PRINCIPAL PROPERTIES LLC

PRINCIPAL PROPERTIES LLC 401(K) PROFIT SHARING PLAN & TRUST

$1.2M · 10 participants

GLF MANAGEMENT LLC

GLF MANAGEMENT LLC 401 K PROFIT SHARING PLAN TRUST

$1.2M · 60 participants

JETCLOSING, INC.

JETCLOSING 401(K) PLAN

$1.2M

BISMARCK TITLE COMPANY

BISMARCK TITLE COMPANY SAFE HARBOR 401K PSP

$1.2M · 11 participants