Original filing (PDF)20250729150648NAL0001728227001

SPECIALTY PROPERTY, LTD.

Name: SPECIALTY PROPERTY, LTD. — SPECIALTY PROPERTY, LTD. 401(K) PLAN, Form 5500 (2024)
Creator: SPECIALTY PROPERTY, LTD.

Form 5500-SF

FILING_RECEIVED

SPECIALTY PROPERTY, LTD. 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.4M

Net assets (EOY)

$2.4M

Plan health score

/ 100

Grade B

Above-average plan

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

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for SPECIALTY PROPERTY, LTD..

Plan sponsor

Name

SPECIALTY PROPERTY, LTD.

EIN

74-2938057

Address

900 AUSTIN AVENUE, 12TH FLOOR · WACO, TX · 76701

Phone

(254) 756-4411

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

2025-07-29

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2J · 401(k) feature

2K · 401(m) arrangement

2F · ERISA section 404(c)

2G · Total participant-directed accounts

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

2T · Default investment account (QDIA)

Service providers (Schedule C)

Small plans don't disclose service providers

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