Original filing (PDF)20250731145628NAL0002659475001

REAL VALUE MANAGEMENT, LLC

Name: REAL VALUE MANAGEMENT, LLC — REAL VALUE MANAGEMENT 401(K) PLAN, Form 5500 (2024)
Creator: REAL VALUE MANAGEMENT, LLC

Form 5500-SF

FILING_RECEIVED

REAL VALUE MANAGEMENT 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$386K

Net assets (EOY)

$386K

Plan health score (directional)

/ 100

Grade B

Above-average plan

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for REAL VALUE MANAGEMENT, LLC.

Plan sponsor

Name

REAL VALUE MANAGEMENT, LLC

EIN

81-3244731

Address

216 N HADDON AVE · SUITE 503 · HADDON TOWNSHIP, NJ · 08108

Phone

(717) 476-4553

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

2024-12-31

Filed

2025-07-31

Pension benefit codes

2E · Profit-sharing

2J · 401(k) feature

2K · 401(m) arrangement

2G · Total participant-directed accounts

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

2T · Default investment account (QDIA)

3B · Covers self-employed individuals

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

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