Original filing (PDF)20250714130245NAL0000699059001

BROWARD, PALM BEACHES & ST. LUCIE REALTORS

Name: BROWARD, PALM BEACHES & ST. LUCIE REALTORS — BROWARD, PALM BEACHES & ST. LUCIE REALTORS 401K PLAN, Form 5500 (2024)
Creator: BROWARD, PALM BEACHES & ST. LUCIE REALTORS

Form 5500-SF

FILING_RECEIVED

BROWARD, PALM BEACHES & ST. LUCIE REALTORS 401K PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$5.9M

Net assets (EOY)

$5.9M

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 BROWARD, PALM BEACHES & ST. LUCIE REALTORS.

Plan sponsor

Name

BROWARD, PALM BEACHES & ST. LUCIE REALTORS

EIN

59-0551652

Address

ONE HARVARD CIRCLE, SUITE 102 · WEST PALM BEACH, FL · 33409

Phone

(561) 585-4544

Industry

Other Services (ex. Public Admin)see 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

2025-07-14

Pension benefit codes

2E · Profit-sharing

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

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

2F · ERISA section 404(c)

3H · Sponsor in controlled / affiliated group

2T · Default investment account (QDIA)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Other Services (ex. Public Admin) plans

CENTER FOR FAMILY MEDICINE

FAMILY PRACTICE CENTER RETIREMENT PLAN

$5.9M · 46 participants

HENRIETTA WEILL MEMORIAL CHILD GUIDANCE CLINIC

HENRIETTA WEILL MEMORIAL CHILD GUIDANCE CLINIC 403B PLAN

$5.9M · 165 participants

UNITED WAY OF NEW YORK

UNITED WAY OF NEW YORK CITY 401(K) PLAN

$5.9M · 107 participants

THE SOCIETY OF CARDIOVASCULAR ANG. AND INTERVENTIONS FOUNDATION

THE SOCIETY FOR CARDIOVASCULAR ANGIOGRAPHY AND INTERVENTIONS FOUNDATION 403(B) DC PLAN

$5.9M · 34 participants