Back to filter
Original filing (PDF)20250619092708NAL0001793891001
ANNEX ENTERPRISES, LLC D/B/A
Form 5500-SF
FILING_RECEIVED
THE GELLMAN TEAM 401(K) PLAN
401(k) retirement plan
Active participants
11
Accounts w/ balance
12
Plan assets (EOY)
$1.8M
Net assets (EOY)
$1.8M
Plan health score (directional)
89
/ 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
75
Total plan cost
75
Vendor stack
100
Participation health
100
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ANNEX ENTERPRISES, LLC D/B/A.
Plan sponsor
Name
ANNEX ENTERPRISES, LLC D/B/A
DBA
THE GELLMAN TEAM
EIN
68-0579596
Address
2203 S. BIG BEND BLVD. · SAINT LOUIS, MO · 631172460
Phone
(314) 336-1991
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
2025-06-19
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)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
Service providers (Schedule C)
Small plans don't disclose service providersRelated plans
Similar-size Real Estate plans
TAMMY CAMPBELL MCNELIS, PA
TAMMY CAMPBELL PLUMMER, PA 401(K) PLAN
$1.8M · 3 participants
DOWIE WING CUSTOM HOMES LLC
DOWIE WING CUSTOM HOMES LLC CASH BALANCE PLAN
$1.8M · 2 participants
WIXEN REAL ESTATE, INC.
WIXEN REAL ESTATE, INC. CASH BALANCE PLAN
$1.8M · 3 participants
RED OAK REALTY
RED OAK REALTY 401(K) PROFIT SHARING PLAN
$1.8M · 22 participants
RESTAINO & ASSOCIATES, INC.
RESTAINO & ASSOCIATES RETIREMENT PLAN
$1.8M · 15 participants
MW HOLDINGS, LLC DBA KELLER WILLIAMS REALTY CAPITAL DISTRICT
MW HOLDINGS, LLC PROFIT SHARING PLAN
$1.8M · 7 participants
Large plans in Missouri
EDWARD D. JONES & CO., L.P.
EDWARD D. JONES & CO. PROFIT SHARING AND 401(K) PLAN
$12.4B · 50,491 participants
BAYER CORPORATION
BAYER CORPORATION SAVINGS AND RETIREMENT PLAN
$10.8B · 17,218 participants
ASCENSION HEALTH DBA ASCENSION HEALTHCARE
ASCENSION HEALTHCARE MASTER PENSION TRUST
$8.0B
BOARD OF TRUSTEES BOILERMAKER-BLACKSMITH NATIONAL
BOILERMAKER-BLACKSMITH NATIONAL PENSION TRUST
$7.5B · 27,660 participants
WASHINGTON UNIVERSITY IN ST. LOUIS
WASHINGTON UNIVERSITY RETIREMENT SAVINGS PLAN
$7.5B · 27,547 participants
EMERSON ELECTRIC COMPANY
EMERSON ELECTRIC CO. DEFINED CONTRIBUTION PLANS MASTER TRUST
$7.4B