How big is Windermere Real Estate/ Belleview Commons, Inc.'s plan?

Windermere Real Estate/ Belleview Commons, Inc.'s plan reported $637K in assets and 7 participants for 2024.

Original filing (PDF)20250714154740NAL0002938402001

Windermere Real Estate/ Belleview Commons, Inc.

Name: Windermere Real Estate/ Belleview Commons, Inc. — Form 5500 Plan 001 (2024)
Creator: Windermere Real Estate/ Belleview Commons, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Windermere Real Estate/Bellevue Commons, Inc. Retirement Plan

401(k) retirement plan · Windermere Real Estate/ Belleview Commons, Inc.'s Windermere Real Estate/Bellevue Commons, Inc. Retirement Plan held $637K in plan assets for 7 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$637K

Net assets (EOY)

$637K

Plan identifiers

Windermere Real Estate/ Belleview Commons, Inc.'s EIN is 91-1983287.

EIN 91-1983287

Plan number 001

Plan year 2024

ACK ID 20250714154740NAL0002938402001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Windermere Real Estate/ Belleview Commons, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Windermere Real Estate/ Belleview Commons, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for WINDERMERE REAL ESTATE/ BELLEVIEW COMMONS, INC..

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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