Original filing (PDF)20251015013814NAL0001869027001

CD REALTY-LLC

Name: CD REALTY-LLC — CENTURY 21 HMR 401(K) RETIREMENT PLAN, Form 5500 (2024)
Creator: CD REALTY-LLC

Form 5500-SF

FILING_RECEIVED

CENTURY 21 HMR 401(K) RETIREMENT PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.0M

Net assets (EOY)

$1.0M

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 CD REALTY-LLC.

Plan sponsor

Name

CD REALTY-LLC

EIN

92-0391145

Address

1165 N 14TH. ST. SUITE 4 · BOZEMAN, MT · 59715

Phone

(406) 600-3837

Industry

Real Estatesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-15

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2J · 401(k) feature

2K · 401(m) arrangement

2R · Participant-directed brokerage (SDBA)

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

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

Service providers (Schedule C)

Small plans don't disclose service providers

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