How big is Tucson Realty & Trust Company's plan?

Tucson Realty & Trust Company's plan reported $461K in assets and 17 participants for 2024.

Original filing (PDF)20250702114056NAL0031524594001

Tucson Realty & Trust Company

Name: Tucson Realty & Trust Company — Tucson Realty Trust, Form 5500 (2024)
Creator: Tucson Realty & Trust Company
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Tucson Realty Trust Company RET. Savings

401(k) retirement plan · Tucson Realty & Trust Company's Tucson Realty Trust Company RET. Savings held $461K in plan assets for 17 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$461K

Net assets (EOY)

$461K

People on this filing

Deborah Garcia signed Tucson Realty & Trust Company's 2024 Form 5500 as plan administrator.

Deborah Garcia — 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

Tucson Realty & Trust Company's EIN is 86-0062910.

EIN 86-0062910

Plan number 002

Plan year 2024

ACK ID 20250702114056NAL0031524594001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Tucson Realty & Trust Company from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Tucson Realty & Trust Company's plan includes profit-sharing, a 401(k) feature, a self-directed brokerage window, 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 TUCSON REALTY & TRUST COMPANY.

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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