Original filing (PDF)20240820162656NAL0002901361001

SF Real Estate Partners DBA Rucker Schwartz Group

Name: SF Real Estate Partners DBA Rucker Schwartz Group — Form 5500 Plan 001 (2023)
Creator: SF Real Estate Partners DBA Rucker Schwartz Group
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

RSG 401(k) Plan

401(k) retirement plan · SF Real Estate Partners DBA Rucker Schwartz Group's RSG 401(k) Plan held $112K in plan assets for 1 participants in 2023.

Active participants

Accounts w/ balance

Plan assets (EOY)

$112K

Net assets (EOY)

$112K

Plan identifiers

SF Real Estate Partners DBA Rucker Schwartz Group's EIN is 84-2978520.

EIN 84-2978520

Plan number 001

Plan year 2023

ACK ID 20240820162656NAL0002901361001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for SF Real Estate Partners DBA Rucker Schwartz Group from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

SF Real Estate Partners DBA Rucker Schwartz Group'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 SF REAL ESTATE PARTNERS DBA RUCKER SCHWARTZ GROUP.

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 account-holder ratio — balance-holders per active participant in the top 15% of peers (99th percentile).

Plan sponsor

Name

SF REAL ESTATE PARTNERS DBA RUCKER SCHWARTZ GROUP

EIN

all filings

Address

1359 CRESPI DRIVE · PACIFICA, CA · 94044

Phone

(415) 656-7636

Industry

Real Estate

Plan administrator