· 2022–2024 · DOL EFAST2

TREZ FORMAN CAPITAL GROUP LP — TREZ CAPITAL GROUP FLORIDA LIM 401(K) PROFIT SHARING PLAN & TRUST, Form 5500 (2024) | Form 5500 Search

Original filing (PDF)20250123111011NAL0011845890001

TREZ FORMAN CAPITAL GROUP LP

Form 5500-SF

FILING_RECEIVED

TREZ CAPITAL GROUP FLORIDA LIM 401(K) PROFIT SHARING PLAN & TRUST

401(k) retirement plan

Active participants

0

Accounts w/ balance

0

Plan assets (EOY)

$0

Net assets (EOY)

$0

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 TREZ FORMAN CAPITAL GROUP LP.

Plan sponsor

Name

TREZ FORMAN CAPITAL GROUP LP

EIN

81-2100319

Address

1501 CORPORATE DR STE 240 · BOYNTON BEACH, FL · 334266654

Phone

(561) 588-0132

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

2024-10-22

Filed

2025-01-23

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

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

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Real Estate plans

SQUARE MILE CAPITAL MANAGEMENT, LLC

SQUARE MILE CAPITAL MANAGEMENT LLC 401(K) PROFIT SHARING PLAN

THE PIFER GROUP, INC.

THE PIFER GROUP, INC. CASH BALANCE PLAN

THE CLOSING GROUP, LLC

THE CLOSING GROUP, LLC P/S PLAN

ROSS CENTERS BUSINESS MANAGEMENT

ROSS CENTERS BUSINESS MANAGEMENT RETIREMENT PLAN

FULL CIRCLE TITLE SOLUTIONS

FULL CIRCLE TITLE SOLUTIONS 401(K) PLAN