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KEN TEMPLETON REALTY & INVESTMENT, INC. — TEMPLETON GROUP PROFIT SHARING PLAN, Form 5500 (2024) | Form 5500 Search
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Original filing (PDF)
20250402150851NAL0016890306001
KEN TEMPLETON REALTY & INVESTMENT, INC.
Form 5500-SF
FILING_RECEIVED
TEMPLETON GROUP PROFIT SHARING PLAN
Defined-contribution retirement plan
Active participants
21
Accounts w/ balance
5
Plan assets (EOY)
$11.6M
Net assets (EOY)
$11.6M
Plan health score (directional)
84
/ 100
Grade B
Above-average plan
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
KEN TEMPLETON REALTY & INVESTMENT, INC.
.
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Plan sponsor
Name
KEN TEMPLETON REALTY & INVESTMENT, INC.
EIN
88-0181438
Address
3311 S. RAINBOW BOULEVARD · SUITE 225 · LAS VEGAS, NV · 891466210
Phone
(702) 873-6700
Industry
Real Estate
see 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
2025-04-02
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2G · Total participant-directed accounts
2R · Participant-directed brokerage (SDBA)
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
—
Service providers (Schedule C)
Small plans don't disclose service providers
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Knocking points off
Only 24% as many balances as active participants — suggests many active employees aren't deferring.
Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
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