Original filing (PDF)20250703123703NAL0000212131001

SUE ADLER TEAM

Name: SUE ADLER TEAM — SUE ADLER TEAM RETIREMENT PLAN, Form 5500 (2024)
Creator: SUE ADLER TEAM

Form 5500-SF

FILING_RECEIVED

SUE ADLER TEAM RETIREMENT PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.1M

Net assets (EOY)

$2.1M

Plan health score (directional)

/ 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

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for SUE ADLER TEAM.

Plan sponsor

Name

SUE ADLER TEAM

EIN

90-1010907

Address

92 MURRAY POND ROAD · P.O. BOX 2697 · NEW LONDON, NH · 03257

Phone

(973) 591-3550

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

2025-07-03

Pension benefit codes

2A · Age/service weighted or new comparability

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

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

3B · Covers self-employed individuals

2E · Profit-sharing

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Real Estate plans

FORTUNEBUILDERS, INC.

FORTUNEBUILDERS, INC. 401(K) PLAN

$2.1M · 16 participants

LAWRENCE CARUSO, P.A.

LAWRENCE CARUSO, P.A. 401(K) PROFIT SHARING PLAN

$2.1M · 2 participants

CP PARTNERS

CP PARTNERS CASH BALANCE PLAN

$2.1M · 11 participants

OCEAN ATLANTIC PROPERTIES, LLC

OCEAN ATLANTIC PROPERTIES, LLC 401(K) PLAN

$2.2M · 29 participants

THE HARKOV LEWIS TEAM

THE HARKOV LEWIS RETIREMENT PLAN

$2.2M · 7 participants