How big is ADRE, LLC's plan?

ADRE, LLC's plan reported $137K in assets and 6 participants for 2024.

Original filing (PDF)20251010110651NAL0018320114001

ADRE, LLC

Name: ADRE, LLC — ADRE, LLC 401(k) Plan, Form 5500 (2024)
Creator: ADRE, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

ADRE, LLC 401(k) Plan

401(k) retirement plan · ADRE, LLC's ADRE, LLC 401(k) Plan held $137K in plan assets for 6 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$137K

Net assets (EOY)

$137K

People on this filing

Richard Tatum signed ADRE, LLC's 2024 Form 5500 as plan administrator.

Richard Tatum — 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

ADRE, LLC's EIN is 85-4074611.

EIN 85-4074611

Plan number 001

Plan year 2024

ACK ID 20251010110651NAL0018320114001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for ADRE, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

ADRE, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for ADRE, 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

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.

Plan sponsor

Name

ADRE, LLC

EIN

all filings

Address

4713 N ALBINA AVENUE, UNIT 201 · PORTLAND, OR · 97217

Phone

(503) 334-1777

Industry

Real Estate

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

2025-10-10

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2H · Partial participant-directed accounts

2J · 401(k) feature

2S · Automatic enrollment

2T · Default investment account (QDIA)

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

Service providers (Schedule C)

Small plans don't disclose service providers

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