Original filing (PDF)20250611180825NAL0016242993001

DALE POE REAL ESTATE GROUP

Name: DALE POE REAL ESTATE GROUP — DALE POE REAL ESTATE GROUP 401(K) RETIREMENT SAVINGS PLAN, Form 5500 (2024)
Creator: DALE POE REAL ESTATE GROUP

Form 5500-SF

FILING_RECEIVED

DALE POE REAL ESTATE GROUP 401(K) RETIREMENT SAVINGS PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.2M

Net assets (EOY)

$1.2M

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 DALE POE REAL ESTATE GROUP.

Plan sponsor

Name

DALE POE REAL ESTATE GROUP

EIN

95-4605976

Address

5304 DERRY AVE STE A · AGOURA HILLS, CA · 91301

Phone

(818) 899-2882

Industry

Real Estatesee all

Plan administrator

Name

PENTEGRA SERVICES, INC

EIN

13-3745616

City

CHARLOTTE, NC

Phone

(844) 367-2848

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-06-11

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

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

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Real Estate plans

HANSJI CORPORATION

HANSJI CORPORATION 401K PLAN

$1.2M · 7 participants

CROWN ENTERPRISE SERVICES LLC

CROWN ENTERPRISE SERVICES LLC 401(K) PROFIT SHARING PLAN & TRUST

$1.2M · 3 participants

OCEANKIND, LLC

OCEANKIND, LLC 401(K) PROFIT SHARING PLAN

$1.2M · 6 participants

PROVIDIAN REAL ESTATE MANAGEMENT LLC

PROVIDIAN REAL ESTATE MANAGEMENT LLC 401(K) PLAN

$1.2M · 31 participants

TIM HART REAL ESTATE, INC.

TIM HART REAL ESTATE, INC., 401(K) PLAN