Original filing (PDF)20231113113645NAL0002353363001

ESRP ADVISORY DALLAS, LLC

Name: ESRP ADVISORY DALLAS, LLC — ESRP ADVISORY DALLAS, LLC 401(K) PLAN, Form 5500 (2022)
Creator: ESRP ADVISORY DALLAS, LLC

Form 5500-SF

FILING_RECEIVED

ESRP ADVISORY DALLAS, LLC 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

Net assets (EOY)

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 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
Plan health not scored — no comparable participation/contribution data.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for ESRP ADVISORY DALLAS, LLC.

Plan sponsor

Name

ESRP ADVISORY DALLAS, LLC

EIN

80-0939462

Address

ONE COWBOYS WAY, SUITE 350 · FRISCO, TX · 75034

Phone

(469) 608-8425

Industry

Real Estatesee all

Plan administrator

Name

FUTUREPLAN FIDUCIARY SERVICES LLC

EIN

82-3719843

City

BOSTON, MA

Phone

(855) 711-5283

Plan characteristics

Plan number

001

Plan year

2022

Plan year begin

2023-01-01

Tax period

2023-04-30

Filed

2023-11-13

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

Related plans

Similar-size Real Estate plans

OWEN REO EXPRESS, INC.

OWEN REO EXPRESS, INC. 401(K) PLAN

DIMENSION ENTERPRISES, LLC

DIMENSION ENTERPRISES 401(K) PROFIT SHARING PLAN

ISRAEL SONENREICH

ISRAEL SONENREICH ISRAEL SONENREICH 401(K) PROFIT-SHARING PLAN

KLUG GROUP LLC

KLUG GROUP LLC 401(K) PLAN

AYERS REALTORS INC

AYERS REALTORS INC PROFIT SHARING PLAN