Original filing (PDF)20251014135937NAL0002958929004

REALTY ADVISORY GROUP, INC.

Name: REALTY ADVISORY GROUP, INC. — REALTY ADVISORY GROUP, INC. PROFIT SHARING PLAN, Form 5500 (2024)
Creator: REALTY ADVISORY GROUP, INC.

Form 5500-SF

FILING_RECEIVED

REALTY ADVISORY GROUP, INC. PROFIT SHARING PLAN

Defined-contribution retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.4M

Net assets (EOY)

$2.4M

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 REALTY ADVISORY GROUP, INC..

Plan sponsor

Name

REALTY ADVISORY GROUP, INC.

EIN

95-4530111

Address

1613 CHELSEA RD., STE. 190 · SAN MARINO, CA · 91108

Phone

(626) 289-0402

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

2025-10-14

Pension benefit codes

2E · Profit-sharing

2R · Participant-directed brokerage (SDBA)

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

2A · Age/service weighted or new comparability

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Real Estate plans

WINDERMERE REAL ESTATE WEST SOUND, INC.

WINDERMERE PROPERTY MANAGEMENT WEST SOUND, INC. RETIREMENT PLAN

$2.4M · 35 participants

FIRST CLASS MORTGAGE III, INC.

FIRST CLASS MORTGAGE III 401(K) PLAN

$2.4M · 5 participants

JON D. JONDAHL, INC.

JON D. JONDAHL, INC. 401(K) PLAN AND TRUST

$2.4M · 3 participants

TONY MEIER REAL ESTATE SERVICES, INC.

TONY MEIER REAL ESTATE SERVICES 401(K) PLAN

$2.4M · 3 participants

COMMERCIAL KENTUCKY, INC.

TPC QUALIFIED PLANS LLC RETIREMENT SAVINGS PLAN