Original filing (PDF)20250707131517NAL0009087330001

SEGERSTROM REAL ESTATE,INC.

Name: SEGERSTROM REAL ESTATE,INC. — SEGERSTROM REAL ESTATE, INC. 401K PLAN, Form 5500 (2023)
Creator: SEGERSTROM REAL ESTATE,INC.

Form 5500-SF

FILING_RECEIVED

SEGERSTROM REAL ESTATE, INC. 401K PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.5M

Net assets (EOY)

$1.5M

Plan health score (directional)

/ 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

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for SEGERSTROM REAL ESTATE,INC..

Plan sponsor

Name

SEGERSTROM REAL ESTATE,INC.

EIN

77-0206495

Address

84 N. WASHINGTON STREET · SONORA, CA · 953704708

Phone

(209) 532-7400

Industry

Real Estatesee all

Plan administrator

Name

SEGERSTROM REAL ESTATE, INC.

EIN

77-0206495

City

SONORA, CA

Phone

(209) 532-7400

Plan characteristics

Plan number

001

Plan year

2023

Plan year begin

2023-10-01

Tax period

2024-09-30

Filed

2025-07-07

Pension benefit codes

2E · Profit-sharing

2J · 401(k) feature

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

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 providers

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