· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
CORUM REAL ESTATE GROUP, INC. — CORUM REAL ESTATE GROUP, INC. CUSTOM 401(K) PLAN AND TRUST, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20251002091949NAL0000418880001
CORUM REAL ESTATE GROUP, INC.
Form 5500-SF
FILING_RECEIVED
CORUM REAL ESTATE GROUP, INC. CUSTOM 401(K) PLAN AND TRUST
401(k) retirement plan
Active participants
61
Accounts w/ balance
27
Plan assets (EOY)
$3.8M
Net assets (EOY)
$3.8M
Plan health score (directional)
84
/ 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
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
CORUM REAL ESTATE GROUP, INC.
.
Find decision makers
Plan sponsor
Name
CORUM REAL ESTATE GROUP, INC.
EIN
84-1039183
Address
650 SOUTH CHERRY STREET SUITE 1200 · GLENDALE, CO · 80246
Phone
(303) 409-2660
Industry
Real Estate
see 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
2025-10-02
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)
3B · Covers self-employed individuals
3D · Pre-approved plan (master / prototype / VS)
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size Real Estate plans
OMNI DEVELOPMENT COMPANY, INC.
O/N PROFIT SHARING PLAN
$3.8M · 14 participants
RREAF HOLDINGS, LLC
RREAF RESIDENTIAL 401(K) PLAN
$3.8M · 473 participants
WORMWOOD CORPORATION
WORMWOOD CORPORATION DEFINED BENEFIT PLAN
$3.8M · 5 participants
VIRGINIA INVESTORS, LC
VIRGINIA INVESTORS 401(K) PLAN
$3.8M · 20 participants
GREENACRE PROPERTIES, INC.
GREENACRE PROPERTIES, INC. 401K PROFIT SHARING PLAN
$3.8M · 59 participants
65
Knocking points off
Only 44% as many balances as active participants — suggests many active employees aren't deferring.
Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
POOLE GROUP OF COMPANIES
POOLE GROUP OF COMPANIES 401(K) PROFIT SHARING PLAN & TRUST
$3.8M · 23 participants
Large plans in Colorado
EMPOWER ANNUITY INSURANCE COMPANY
LARGE CAP GROWTH JPMORGAN INVESTMENT MANAGEMENT FUND (SALC2)
$6.0B
DAVITA INC.
DAVITA RETIREMENT SAVINGS PLAN
$3.8B · 56,918 participants
EMPOWER ANNUITY INSURANCE COMPANY
LARGE CAP GROWTH JENNISON FUND (SALG6)
$3.6B
EMPOWER ANNUITY INSURANCE COMPANY OF AMERICA
FUTUREFUNDS SERIES ACCOUNT II OF GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY
$3.6B
EMPOWER ANNUITY INSURANCE COMPANY
BLACKROCK S&P INDEX FUND (SA4CJ)
$3.4B
EMPOWER ANNUITY INSURANCE COMPANY
CORE PLUS BOND PGIM FUND (SACPP)
$3.0B
