Original filing (PDF)20251006105559NAL0005897984001

BRUCE AND KELLY REAL ESTATE TEAM

Name: BRUCE AND KELLY REAL ESTATE TEAM — JBRUCE ENTITIES 401(K) PLAN, Form 5500 (2024)
Creator: BRUCE AND KELLY REAL ESTATE TEAM

Form 5500-SF

FILING_RECEIVED

JBRUCE ENTITIES 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$288K

Net assets (EOY)

$285K

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

Knocking points off

Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (19th percentile).

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (87th percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for BRUCE AND KELLY REAL ESTATE TEAM.

Plan sponsor

Name

BRUCE AND KELLY REAL ESTATE TEAM

EIN

88-3947114

Address

3535 OSAGE BEACH PARKWAY · SUITE 201 · OSAGE BEACH, MO · 65065

Phone

(573) 302-2316

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

2T · Default investment account (QDIA)

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

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

2E · Profit-sharing

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

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