Original filing (PDF)20251001125950NAL0017836163001

Central Oregon Real Estate, LLC DBA Windermere Central Oregon Real EST

Name: Central Oregon Real Estate, LLC DBA Windermere Central Oregon Real EST — Form 5500 Plan 001 (2024)
Creator: Central Oregon Real Estate, LLC DBA Windermere Central Oregon Real EST
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Windermere Central Oregon Real Estate 401(k) & Savings Plan

401(k) retirement plan · Central Oregon Real Estate, LLC DBA Windermere Central Oregon Real EST's Windermere Central Oregon Real Estate 401(k) & Savings Plan held $28K in plan assets for 2 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$28K

Net assets (EOY)

$28K

Plan identifiers

Central Oregon Real Estate, LLC DBA Windermere Central Oregon Real EST's EIN is 81-2665780.

EIN 81-2665780

Plan number 001

Plan year 2024

ACK ID 20251001125950NAL0017836163001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Central Oregon Real Estate, LLC DBA Windermere Central Oregon Real EST from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Central Oregon Real Estate, LLC DBA Windermere Central Oregon Real EST's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for CENTRAL OREGON REAL ESTATE, LLC DBA WINDERMERE CENTRAL OREGON REAL EST.

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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 (97th percentile).

Plan sponsor

Name

CENTRAL OREGON REAL ESTATE, LLC DBA WINDERMERE CENTRAL OREGON REAL EST

EIN

all filings

Address

807 SOUTHWEST INDUSTRIAL WAY · BEND, OR · 97702

Phone

(541) 388-0404

Industry

Real Estate

Plan administrator