Original filing (PDF)20251015082703NAL0004335793001

HEIRS HOLDINGS, LP

Name: HEIRS HOLDINGS, LP — REAL STAR PROPERTY MANAGEMENT RETIREMENT INVESTMENT PLAN, Form 5500 (2024)
Creator: HEIRS HOLDINGS, LP

Form 5500-SF

FILING_RECEIVED

REAL STAR PROPERTY MANAGEMENT RETIREMENT INVESTMENT PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.4M

Net assets (EOY)

$1.4M

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 HEIRS HOLDINGS, LP.

Plan sponsor

Name

HEIRS HOLDINGS, LP

EIN

90-1014427

Address

1506 PASEO DEL PLATA · SUITE 200 · TEMPLE, TX · 76502

Phone

(254) 935-2392

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

2025-10-15

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2J · 401(k) feature

2K · 401(m) arrangement

2R · Participant-directed brokerage (SDBA)

3B · Covers self-employed individuals

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

3H · Sponsor in controlled / affiliated group

Service providers (Schedule C)

Small plans don't disclose service providers

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UNIVERSITY OF MINNESOTA FOUNDATION DINNAKEN HOUS