How big is Allison Greco Realty, LLC's plan?

Allison Greco Realty, LLC's plan reported $396K in assets and 2 participants for 2024.

Original filing (PDF)20251003160830NAL0003751026001

Allison Greco Realty, LLC

Name: Allison Greco Realty, LLC — Allison Greco Realty, Form 5500 (2024)
Creator: Allison Greco Realty, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Allison Greco Realty, LLC 401(k) Profit Sharing Plan

401(k) retirement plan · Allison Greco Realty, LLC's Allison Greco Realty, LLC 401(k) Profit Sharing Plan held $396K in plan assets for 2 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$396K

Net assets (EOY)

$396K

Plan identifiers

Allison Greco Realty, LLC's EIN is 82-4189643.

EIN 82-4189643

Plan number 001

Plan year 2024

ACK ID 20251003160830NAL0003751026001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Allison Greco Realty, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Allison Greco Realty, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for ALLISON GRECO REALTY, LLC.

Finding similar companies…

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 average account balance (92nd percentile).
High account-holder ratio — balance-holders per active participant in the top 15% of peers (89th percentile).

Plan sponsor

Name

ALLISON GRECO REALTY, LLC

EIN

all filings

Address

1301 CHARLES STREET · BEAUFORT, SC · 29902

Phone

(843) 812-3136

Industry

Real Estate

Plan administrator