Original filing (PDF)20240904163633NAL0019975905001

REFOCUS MANAGEMENT LLC

Name: REFOCUS MANAGEMENT LLC — Form 5500 (2023)
Creator: REFOCUS MANAGEMENT LLC

Form 5500-SF

FILING_RECEIVED

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$184K

Net assets (EOY)

$184K

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

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 REFOCUS MANAGEMENT LLC.

Plan sponsor

Name

REFOCUS MANAGEMENT LLC

EIN

82-1756368

Address

200 EAST 66TH STREET · APT B 406 · NEW YORK, NY · 10065

Phone

(646) 979-9494

Industry

Real Estatesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2023

Plan year begin

2023-01-01

Tax period

2023-12-31

Filed

2024-09-04

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

HABERHILL LLC

HABERHILL, LLC 401K PLAN

$184K · 3 participants

WILLIAM A. COOKE, INC.

WILLIAM A. COOKE, INC. 401(K) PROFIT SHARING PLAN

$184K · 4 participants

MAGNUS CAPITAL PARTNERS LLC

MAGNUS CAPITAL PARTNERS LLC 401(K) PLAN

$184K · 7 participants

ESE REAL ESTATE, LLC

ESE REAL ESTATE, LLC 401(K) PLAN

$184K · 1 participants

REI NETWORK, L.P.

REI NETWORK, L.P. 401(K) PLAN

$184K