How big is South Texas Realty Advantage's plan?

South Texas Realty Advantage's plan reported $149K in assets and 2 participants for 2024.

Original filing (PDF)20250610201812NAL0015438241001

South Texas Realty Advantage

Name: South Texas Realty Advantage — South Texas Realty, Form 5500 (2024)
Creator: South Texas Realty Advantage
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

South Texas Realty Advantage 401(k)

401(k) retirement plan · South Texas Realty Advantage's South Texas Realty Advantage 401(k) held $149K in plan assets for 2 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$149K

Net assets (EOY)

$149K

People on this filing

Molly Wahrheit signed South Texas Realty Advantage's 2024 Form 5500 as plan administrator.

Molly Wahrheit — 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

South Texas Realty Advantage's EIN is 73-1667633.

EIN 73-1667633

Plan number 001

Plan year 2024

ACK ID 20250610201812NAL0015438241001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for South Texas Realty Advantage from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

South Texas Realty Advantage's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for SOUTH TEXAS REALTY ADVANTAGE.

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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 (96th percentile).

Plan sponsor

Name

SOUTH TEXAS REALTY ADVANTAGE

EIN

all filings

Address

17319 SAN PEDRO STE 206 · SAN ANTONIO, TX · 78232

Phone

(210) 495-5252

Industry

Real Estate

Plan administrator