Assets by plan
Share of aggregate retirement assets
Filings through .
Sponsor portfolio
Lima Real Estate Group, Inc.
EIN 26-4679020Real Estate and Rental and LeasingLatest filing 2025
Plans
2
Retirement
2
$489K assets
Welfare
0
Participants
4
21062 BROOKHURST ST., SUITE 206 - HUNTINGTON BEACH, CA 92646714-333-6407limarealestategroup.comLinkedIn1-10 employees
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $489K assets / 4 participantsParticipants by plan
Active + retired + deferred vested
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
LIMA REAL ESTATE GROUP, INC. CASH BALANCE PLAN
Cash balance
Assets$460K
Participants2
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
LIMA REAL ESTATE GROUP, INC. 401(K) PLAN
401(k)
Assets$29K
Participants2
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | LIMA REAL ESTATE GROUP, INC. CASH BALANCE PLAN | Cash balance | $460K | 2 | 2024 | |
| 002 | LIMA REAL ESTATE GROUP, INC. 401(K) PLAN | 401(k) | $29K | 2 | 2025 |
Retirement plans