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Sponsor portfolio

ESSENTIAL REALTY INC.

EIN 01-0692962-Real Estate and Rental and Leasing-Latest filing 2024
Plans
2
Retirement
2
$1.5M assets
Welfare
0
Participants
15
39-07 PRINCE STREET, #5C - FLUSHING, NY 11354718-886-8110
Plans on this EIN
2 filings
#002CashBalance-$1.1M - 7 part#001401k-$415K - 8 part

Retirement portfolio analytics

2 plans aggregated / $1.5M assets / 15 participants

Assets by plan

Share of aggregate retirement assets

72%top
  • PLAN & TRUST (#002)72%
  • PLAN & TRUST (#001)28%
Total $1.5MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PLAN & TRUST (#001)8
  • PLAN & TRUST (#002)7
Total 15Click row to drill in

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

ESSENTIAL REALTY INC. CASH BALANCE PLAN & TRUST

CashBalance

Assets$1.1M
Participants7
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

ESSENTIAL REALTY INC. 401K PLAN & TRUST

401k

Assets$415K
Participants8
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002ESSENTIAL REALTY INC. CASH BALANCE PLAN & TRUSTCashBalance$1.1M72024
001ESSENTIAL REALTY INC. 401K PLAN & TRUST401k$415K82024
Retirement plans
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