How big is CSA Real Estate Advisors LLC's plan?

CSA Real Estate Advisors LLC's plan reported $509K in assets and 8 participants for 2024.

Original filing (PDF)20250605181834NAL0012116977001

CSA Real Estate Advisors LLC

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

Form 5500-SF

FILING_RECEIVED

CSA Real Estate Advisors, LLC 401(k) Plan

401(k) retirement plan · CSA Real Estate Advisors LLC's CSA Real Estate Advisors, LLC 401(k) Plan held $509K in plan assets for 8 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$509K

Net assets (EOY)

$509K

People on this filing

Shirley Horner signed CSA Real Estate Advisors LLC's 2024 Form 5500 as plan administrator.

Shirley Horner — 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

CSA Real Estate Advisors LLC's EIN is 84-1834745.

EIN 84-1834745

Plan number 001

Plan year 2024

ACK ID 20250605181834NAL0012116977001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

CSA Real Estate Advisors 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 CSA REAL ESTATE ADVISORS LLC.

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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

Knocking points off