How big is Brick & Mortar Real Estate Services' plan?

Brick & Mortar Real Estate Services' plan reported $387K in assets and 4 participants for 2025.

Original filing (PDF)20260507140020NAL0002476979001

Brick & Mortar Real Estate Services

Name: Brick & Mortar Real Estate Services — Brick & Mortar, Form 5500 (2025)
Creator: Brick & Mortar Real Estate Services
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Brick & Mortar Real Estate Services 401(k) Profit Sharing Plan & Trust

401(k) retirement plan · Brick & Mortar Real Estate Services' Brick & Mortar Real Estate Services 401(k) Profit Sharing Plan & Trust held $387K in plan assets for 4 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$387K

Net assets (EOY)

$387K

People on this filing

Hillarie KATZ signed Brick & Mortar Real Estate Services' 2025 Form 5500 as plan administrator.

Hillarie KATZ — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Brick & Mortar Real Estate Services' EIN is 61-1752020.

EIN 61-1752020

Plan number 001

Plan year 2025

ACK ID 20260507140020NAL0002476979001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Brick & Mortar Real Estate Services from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Brick & Mortar Real Estate Services' plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for BRICK & MORTAR REAL ESTATE SERVICES.

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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 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (90th percentile).

Plan sponsor

Name

BRICK & MORTAR REAL ESTATE SERVICES

EIN

all filings

Address

587 CASTRO STREET · SAN FRANCISCO, CA · 94114

Phone

(415) 757-0041

Industry

Real Estate

Plan administrator