Original filing (PDF)20251009174503NAL0006989889001

SAUNDERS REAL ESTATE, L.L.C.

Name: SAUNDERS REAL ESTATE, L.L.C. — SAUNDERS REAL ESTATE 401(K) PLAN, Form 5500 (2024)
Creator: SAUNDERS REAL ESTATE, L.L.C.

Form 5500-SF

FILING_RECEIVED

SAUNDERS REAL ESTATE 401(K) 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 SAUNDERS REAL ESTATE, L.L.C..

Plan sponsor

Name

SAUNDERS REAL ESTATE, L.L.C.

EIN

59-3557257

Address

114 N. TENNESSEE AVE · THIRD FLOOR · LAKELAND, FL · 33801

Phone

(863) 648-1528

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

2025-10-09

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

2K · 401(m) arrangement

2R · Participant-directed brokerage (SDBA)

2T · Default investment account (QDIA)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Real Estate plans

CHAD GRAY, PA DBA LUXURY LIVING FORT LAUDERDALE

LUXURY LIVING FORT LAUDERDALE RETIREMENT PLAN

$1.2M · 2 participants

LNG PARTNERS, INC

LNG PARTNERS 401(K) PSP

$1.2M · 3 participants

GOLDBERG REALTY ASSOCIATES

GOLDBERG REALTY ASSOCIATES 401(K) SAVINGS PLAN

$1.2M · 33 participants

PERGAMENT INVESTMENTS, INC.

PERGAMENT INVESTMENTS, INC. SALARY SAVINGS 401(K) PLAN

$1.2M · 14 participants

ADAMS & WILSON DEVELOPMENT, INC.

ADAMS & WILSON DEVELOPMENT 401(K) PLAN