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SELZER REALTY — SELZER REALTY 401(K) PROFIT SHARING PLAN, Form 5500 (2024) | Form 5500 Search
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Original filing (PDF)
20251015120508NAL0006017920001
SELZER REALTY
Form 5500-SF
FILING_RECEIVED
SELZER REALTY 401(K) PROFIT SHARING PLAN
401(k) retirement plan
Active participants
19
Accounts w/ balance
22
Plan assets (EOY)
$2.0M
Net assets (EOY)
$2.0M
Plan health score (directional)
89
/ 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
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
SELZER REALTY
.
Find decision makers
Plan sponsor
Name
SELZER REALTY
EIN
94-2411157
Address
551 S ORCHARD AVE · UKIAH, CA · 95482
Phone
(707) 462-4000
Industry
Real Estate
see 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
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2R · Participant-directed brokerage (SDBA)
2T · Default investment account (QDIA)
3B · Covers self-employed individuals
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size Real Estate plans
TRINITY CAPITAL ADVISORS
TRINITY CAPITAL ADVISORS 401(K) PLAN
$2.0M · 14 participants
CHASON MANAGEMENT LLC
CHASON MANAGEMENT LLC 401(K) PROFIT SHARING PLAN & TRUST
$2.0M · 96 participants
FERGUSON COMMERCIAL REAL ESTATE SERVICES, LC
FERGUSON COMMERCIAL REAL ESTATE SERVICES, LC 401(K) RETIREMENT PLAN
$2.0M · 3 participants
PENNSYLVANIA COMMERCIAL REAL ESTATE INC.
PENNSYLVANIA COMMERCIAL REAL ESTATE 401(K) PROFIT SHARING PLAN
$2.0M · 10 participants
CLOSE IT! TITLE SERVICES, INC. DBA FEDERAL TITLE & ESCROW COMPANY
100
Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Welfare benefit codes
4B · Life Insurance
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
FEDERAL TITLE & ESCROW CASH BALANCE PLAN
$1.9M · 10 participants
PALMETTO CARRIAGE, LTD
PALMETTO CARRIAGE 401(K) PLAN
$2.0M · 66 participants
Large plans in California
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND
$215.1B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND E
$190.9B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND F
$188.1B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
RUSSELL 1000 INDEX FUND
$187.7B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
CASH EQUIVALENT FUND II
$125.0B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
BLACKROCK MSCI ACWI EX-US IMI INDEX FUND E
$88.3B
