How big is Specialized Real Estate Group's plan?

Specialized Real Estate Group's plan reported $2.0M in assets and 33 participants for 2024.

Original filing (PDF)20250708203032NAL0007399872001

Specialized Real Estate Group

Name: Specialized Real Estate Group — Specialized Real, Form 5500 (2024)
Creator: Specialized Real Estate Group
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Specialized Real Estate Group Retirement Savings Plan

401(k) retirement plan · Specialized Real Estate Group's Specialized Real Estate Group Retirement Savings Plan held $2.0M in plan assets for 33 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.0M

Net assets (EOY)

$2.0M

Plan identifiers

Specialized Real Estate Group's EIN is 77-0653538.

EIN 77-0653538

Plan number 001

Plan year 2024

ACK ID 20250708203032NAL0007399872001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Specialized Real Estate Group from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Specialized Real Estate Group'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 SPECIALIZED REAL ESTATE GROUP.

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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