How big is Bear Real Estate Advisors' plan?

Bear Real Estate Advisors' plan reported $145K in assets and 3 participants for 2024.

Original filing (PDF)20250908164111NAL0019636401001

Bear Real Estate Advisors

Name: Bear Real Estate Advisors — Bear Real Estate, Form 5500 (2024)
Creator: Bear Real Estate Advisors
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Bear Real Estate Advisors 401(k) Plan

401(k) retirement plan · Bear Real Estate Advisors' Bear Real Estate Advisors 401(k) Plan held $145K in plan assets for 3 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$145K

Net assets (EOY)

$145K

People on this filing

Michael Vanderford signed Bear Real Estate Advisors' 2024 Form 5500 as plan administrator.

Michael Vanderford — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Bear Real Estate Advisors' EIN is 82-3368103.

EIN 82-3368103

Plan number 001

Plan year 2024

ACK ID 20250908164111NAL0019636401001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Bear Real Estate Advisors from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Bear Real Estate Advisors' plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for BEAR REAL ESTATE ADVISORS.

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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