How big is Shugart Realty Group, Inc.'s plan?

Shugart Realty Group, Inc.'s plan reported $273K in assets and 1 participants for 2024.

Original filing (PDF)20250422073922NAL0002161235001

Shugart Realty Group, Inc.

Name: Shugart Realty Group, Inc. — Shugart Realty Group, Form 5500 (2024)
Creator: Shugart Realty Group, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Shugart Realty Group, Inc. 401(k) Plan

401(k) retirement plan · Shugart Realty Group, Inc.'s Shugart Realty Group, Inc. 401(k) Plan held $273K in plan assets for 1 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$273K

Net assets (EOY)

$273K

Plan identifiers

Shugart Realty Group, Inc.'s EIN is 81-1312815.

EIN 81-1312815

Plan number 001

Plan year 2024

ACK ID 20250422073922NAL0002161235001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Shugart Realty Group, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Shugart Realty Group, Inc.'s plan includes ERISA 404(c) participant direction, a 401(k) feature, profit-sharing.

Decision-maker contacts

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

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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 (99th percentile).

Plan sponsor

Name

SHUGART REALTY GROUP, INC.

EIN

all filings

Address

332 SETTLERS LANE · CHARLOTTE, NC · 28202

Phone

(704) 780-5581

Industry

Real Estate

Plan administrator