Original filing (PDF)20250328103729NAL0000994657001

J BRUCE REAL ESTATE TEAM LLC

Name: J BRUCE REAL ESTATE TEAM LLC — J BRUCE REAL ESTATE TEAM LLC MCF BENEFIT PLAN, Form 5500 (2024)
Creator: J BRUCE REAL ESTATE TEAM LLC

Form 5500-SF

FILING_RECEIVED

J BRUCE REAL ESTATE TEAM LLC MCF BENEFIT PLAN

Health & welfare plan

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$110

Net assets (EOY)

$29

Plan health score (directional)

Limited public data — directional only

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 35% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

n/a

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
Plan health not scored — no comparable participation/contribution data.

Decision-maker contacts

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

Plan sponsor

Name

J BRUCE REAL ESTATE TEAM LLC

EIN

88-3947114all filings

Address

3535 OSAGE BEACH PKWY · OSAGE BEACH, MO · 65065

Phone

(573) 302-2316

Industry

Real Estatesee all

Plan administrator

Name

BECKY WEKENBORG

EIN

82-0912782

City

JEFFERSON CITY, MO

Phone

(573) 634-3511

Plan characteristics

Plan number

501

Plan year

2024

Plan year begin

2024-07-01

Tax period

2024-08-31

Filed

2025-03-28

Welfare benefit codes

4A · Health (other than dental or vision)

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Real Estate plans

WILLIAM L. LYON & ASSOCIATES, INC.

WILLIAM L. LYON & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN (001)

$108

MNP REALTY LLC

$108

GOOCH APPRAISAL SERVICES, LLC

GOOCH APPRAISAL SERVICES, LLC MCF BENEFIT PLAN

$106 · 2 participants

REAL ESTATE UNLIMITED

REAL ESTATE UNLIMITED CBIN BENEFIT PLAN

$105 · 2 participants

META REAL ESTATE INC.

META REAL ESTATE INC. 401(K) PLAN

$116 · 1 participants

Researching more plans? Run a Form 5500 search by company name, EIN, or plan name.