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Original filing (PDF)20251006110908NAL0008727522001
MIDATLANTIC REALTY PARTNERS, LLC
Form 5500
FILING_RECEIVED
MIDATLANTIC REALTY PARTNERS, LLC 401(K) PLAN
401(k) retirement plan
Active participants
134
Accounts w/ balance
113
Plan assets (EOY)
$9.8M
Net assets (EOY)
$9.8M
How this plan invests
This plan
30 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
100
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
100
Total plan cost
100
Vendor stack
100
Participation health
100
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for MIDATLANTIC REALTY PARTNERS, LLC.
Plan sponsor
Name
MIDATLANTIC REALTY PARTNERS, LLC
EIN
87-0744291
Address
3050 K STREET, NW SUITE 125 · WASHINGTON, DC · 20007
Phone
(202) 719-9000
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
2025-10-06
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
TOOLE KATZ & ROEMERSMA, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
4 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE CO OF AM | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $37K | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| LAFAYETTE LIFE INSURANCE COMPANY | — | CINCINNATI, OH | CONTRACT ADMIN | $6K | — |
Other
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ADVISOR GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMNT | $3K | — |
| ENVESTNET RETIREMENT SOLUTIONS LLC | — | DENVER, CO | OTHER | $2K | — |
Investments
30 direct securities· $9.8M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| T. Rowe Price Retirement 2040 I Mutual Fund | — | — | — | $2.2M | 22.5% | |
| Fidelity 500 Index Mutual Fund | — | — | — | $1.5M | 15.7% | |
| T. Rowe Price Retirement 2030 I Mutual Fund | — | — | — | $1.2M | 12.5% | |
| T. Rowe Price Retirement 2055 I Mutual Fund | — | — | — | $768K | 7.9% | |
| T. Rowe Price Retirement 2050 I Mutual Fund | — | — | — | $707K | 7.2% | |
| T. Rowe Price Retirement 2045 I Mutual Fund | — | — | — | $618K | 6.3% | |
| T. Rowe Price Retirement 2035 I Mutual Fund | — | — | — | $458K | 4.7% | |
| T. Rowe Price Retirement 2025 I Mutual Fund | — | — | — | $329K | 3.4% | |
| T. Rowe Price Blue Chip Growth I Mutual Fund | — | — | — | $323K | 3.3% | |
| T. Rowe Price Retirement 2060 I Mutual Fund | — | — | — | $277K | 2.8% | |
| Fidelity Mid Cap Index Mutual Fund | — | — | — | $240K | 2.5% | |
| American Funds Bond Fund of Amer R6 Mutual Fund | — | — | — | $218K | 2.2% | |
| Ishares MSCI EAFE International Index K Mutual Fund | — | — | — | $197K | 2.0% | |
| Fidelity Small Cap Index Mutual Fund | — | — | — | $87K | 0.9% | |
| Guaranteed Interest Account - * EI Fixed Account - Series Class I 1.45 Interest Rate | — | — | — | $79K | 0.8% | |
| American Funds New World R6 Mutual Fund | — | — | — | $77K | 0.8% | |
| to 9.50%, various maturities | — | — | — | $59K | 0.6% | |
| T. Rowe Price Retirement 2065 I Mutual Fund | — | — | — | $56K | 0.6% | |
| MFS Value R6 Mutual Fund | — | — | — | $54K | 0.6% | |
| T. Rowe Price Retirement 2020 I Mutual Fund | — | — | — | $52K | 0.5% | |
| Franklin Dynatech R6 Mutual Fund | — | — | — | $49K | 0.5% | |
| T. Rowe Price Retirement 2010 I Mutual Fund | — | — | — | $48K | 0.5% | |
| MFS Global Growth R6 Mutual Fund | — | — | — | $37K | 0.4% | |
| Fidelity Advisor International Cap App Z Mutual Fund | — | — | — | $15K | 0.2% | |
| Franklin Small Cap Value R6 Mutual Fund | — | — | — | $14K | 0.1% | |
| JP Morgan Small Cap Growth R6 Mutual Fund | — | — | — | $13K | 0.1% | |
| American Funds American Balanced R6 Mutual Fund | — | — | — | $12K | 0.1% | |
| MFS Mid Cap Growth R6 Mutual Fund | — | — | — | $11K | 0.1% | |
| American Century Mid Cap Value R6 Mutual Fund | — | — | — | $8K | <0.1% | |
| T. Rowe Price Retirement 2015 I Mutual Fund | — | — | — | $5K | <0.1% |
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