· 2022–2024 · DOL EFAST2

PREFERRED PROPERTIES COASTAL R — PREFERRED PROPERTIES COASTAL R 401(K) PROFIT SHARING PLAN & TRUST, Form 5500 (2024)

Original filing (PDF)20250726170326NAL0007748497001

PREFERRED PROPERTIES COASTAL R

Form 5500-SF

FILING_RECEIVED

PREFERRED PROPERTIES COASTAL R 401(K) PROFIT SHARING PLAN & TRUST

401(k) retirement plan

Active participants

10

Accounts w/ balance

6

Plan assets (EOY)

$260K

Net assets (EOY)

$260K

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

58

Vendor & structure

100

Knocking points off

Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (23rd percentile).

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for PREFERRED PROPERTIES COASTAL R.

Plan sponsor

Name

PREFERRED PROPERTIES COASTAL R

EIN

65-0909846all filings

Address

520 SOUTHARD ST · KEY WEST, FL · 330406889

Phone

(305) 294-3040

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

2025-07-26

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

2T · Default investment account (QDIA)

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

Service providers (Schedule C)

Small plans don't disclose service providers

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THE BURROWS GROUP LLC

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Researching more plans? Run a look up another company's Form 5500 by company name, EIN, or plan name.