Original filing (PDF)20250916101102NAL0001247747001

B2RE HOLDINGS, INC.

Name: B2RE HOLDINGS, INC. — B2RE HOLDINGS, INC. 401(K) PROFIT SHARING PLAN, Form 5500 (2024)
Creator: B2RE HOLDINGS, INC.

Form 5500-SF

FILING_RECEIVED

B2RE HOLDINGS, INC. 401(K) PROFIT SHARING PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.3M

Net assets (EOY)

$1.3M

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 B2RE HOLDINGS, INC..

Plan sponsor

Name

B2RE HOLDINGS, INC.

EIN

83-2860034

Address

4 WEST 21ST STREET- APT 8D · NEW YORK, NY · 10010

Phone

(212) 812-6026

Industry

Real Estatesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-09-16

Pension benefit codes

2E · Profit-sharing

2G · Total participant-directed accounts

2J · 401(k) feature

2T · Default investment account (QDIA)

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

3H · Sponsor in controlled / affiliated group

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Real Estate plans

DELAY BILLINGS REAL ESTATE, INC.

RIDE THE TIGER 401(K) SAVINGS PLAN

$1.3M · 4 participants

ELIZABETH A CHANG

BETH CHANG CASH BALANCE PENSION PLAN

$1.3M · 2 participants

GUNDAKER COMMERCIAL GROUP, INC.

GUNDAKER COMMERCIAL GROUP, INC. 401(K) PLAN

$1.3M · 16 participants

EQUITY ALLIANCE, LLC

EQUITY ALLIANCE, LLC 401(K) PLAN

$1.3M · 60 participants

NANCY TAYLOR BUBES COMPANY, INC.

NANCY TAYLOR BUBES REAL ESTATE COMPANY 401(K) PROFIT SHARING PLAN