How big is WE Realize Inc.'s plan?

WE Realize Inc.'s plan reported $162K in assets and 7 participants for 2024.

Original filing (PDF)20250429124101NAL0001025650001

WE Realize Inc.

Name: WE Realize Inc. — WE Realize Inc. 401(k) Plan., Form 5500 (2024)
Creator: WE Realize Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

WE Realize Inc. 401(k) Plan.

401(k) retirement plan · WE Realize Inc.'s WE Realize Inc. 401(k) Plan. held $162K in plan assets for 7 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$162K

Net assets (EOY)

$162K

People on this filing

Maggie Scarbrough signed WE Realize Inc.'s 2024 Form 5500 as plan administrator.

Maggie Scarbrough — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

WE Realize Inc.'s EIN is 92-1706535.

EIN 92-1706535

Plan number 001

Plan year 2024

ACK ID 20250429124101NAL0001025650001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for WE Realize Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

WE Realize Inc.'s plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a default investment (QDIA).

Decision-maker contacts

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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

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (96th percentile).

Plan sponsor

Name

WE REALIZE INC.

EIN

all filings

Address

4117 HILLSBORO PIKE · SUITE 103-525 · NASHVILLE, TN · 37215

Phone

(928) 202-8856

Industry

Other Services (ex. Public Admin)

Plan administrator