How big is Proforma Commercial Realty, Inc.'s plan?

Proforma Commercial Realty, Inc.'s plan reported $674K in assets and 4 participants for 2024.

Original filing (PDF)20250827142520NAL0005066707001

Proforma Commercial Realty, Inc.

Name: Proforma Commercial Realty, Inc. — Proforma Commerci, Form 5500 (2024)
Creator: Proforma Commercial Realty, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Proforma Commercial Realty, Inc. 401(k) Plan

401(k) retirement plan · Proforma Commercial Realty, Inc.'s Proforma Commercial Realty, Inc. 401(k) Plan held $674K in plan assets for 4 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$674K

Net assets (EOY)

$674K

People on this filing

JOY Caledonia signed Proforma Commercial Realty, Inc.'s 2024 Form 5500 as plan administrator.

JOY Caledonia — 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

Proforma Commercial Realty, Inc.'s EIN is 84-1129786.

EIN 84-1129786

Plan number 001

Plan year 2024

ACK ID 20250827142520NAL0005066707001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Proforma Commercial Realty, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

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

Decision-maker contacts

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

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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