How big is Service First Real Estate Services LLC's plan?

Service First Real Estate Services LLC's plan reported $23K in assets and 1 participants for 2024.

Original filing (PDF)20251009171554NAL0007376273001

Service First Real Estate Services LLC

Name: Service First Real Estate Services LLC — Form 5500 Plan 001 (2024)
Creator: Service First Real Estate Services LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Service First Real Estate Services LLC 401(k) Plan

401(k) retirement plan · Service First Real Estate Services LLC's Service First Real Estate Services LLC 401(k) Plan held $23K in plan assets for 1 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$23K

Net assets (EOY)

$23K

People on this filing

Richard Tatum signed Service First Real Estate Services 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

Service First Real Estate Services LLC's EIN is 88-1286511.

EIN 88-1286511

Plan number 001

Plan year 2024

ACK ID 20251009171554NAL0007376273001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Service First Real Estate Services LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Service First Real Estate Services 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 SERVICE FIRST REAL ESTATE SERVICES 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