Original filing (PDF)20250207144948NAL0024198064001

ASPEN REAL ESTATE, INC.

Name: ASPEN REAL ESTATE, INC. — ASPEN REAL ESTATE, INC. 401(K) PROFIT SHARING PLAN, Form 5500 (2024)
Creator: ASPEN REAL ESTATE, INC.

Form 5500-SF

FILING_RECEIVED

ASPEN REAL ESTATE, INC. 401(K) PROFIT SHARING PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$217K

Net assets (EOY)

$217K

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.

Decision-maker contacts

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

Plan sponsor

Name

ASPEN REAL ESTATE, INC.

EIN

85-0313577all filings

Address

727 MECHEM DRIVE · RUIDOSO, NM · 88345

Phone

(575) 257-9057

Industry

Real Estatesee 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

2025-02-07

Pension benefit codes

2E · Profit-sharing

2J · 401(k) feature

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

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Real Estate plans

HEIDI MAO

HEIDI MAO DEFINED BENEFIT PLAN

$217K · 4 participants

THE SOLARI TEAM, INC. DBA THE SOLARI GROUP

SOLARI GROUP CASH BALANCE PLAN & TRUST

$217K · 1 participants

BELLABAY REALTY LLC

BELLABAY REALTY LLC 401(K) P/S PLAN

$217K · 9 participants

SEASIDE MANAGEMENT, LLC

SEASIDE MANAGEMENT, LLC 401(K) PLAN

$216K · 5 participants

ALICIA LOKKE, INC.

ALICIA LOKKE, INC. 401(K) PLAN

$217K · 2 participants

Researching more plans? Run a Form 5500 search by company name, EIN, or plan name.