Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
REAL ESTATE TAX ADVISORS, LTD.
EIN 36-2849898Real Estate and Rental and LeasingLatest filing 2025
Plans
2
Retirement
2
$1.2M assets
Welfare
0
Participants
4
666 DUNDEE ROAD, SUITE 1202 - NORTHBROOK, IL 60062847-480-7382
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $1.2M 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
REAL ESTATE TAX ADVISORS, LTD. 401(K) PROFIT SHARING PLAN
401k
Assets$654K
Participants2
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003
REAL ESTATE TAX ADVISORS, LTD. 401(K) PROFIT SHARING PLAN
401k
Assets$593K
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 | REAL ESTATE TAX ADVISORS, LTD. 401(K) PROFIT SHARING PLAN | 401k | $654K | 2 | 2025 | |
| 003 | REAL ESTATE TAX ADVISORS, LTD. 401(K) PROFIT SHARING PLAN | 401k | $593K | 2 | 2024 |
Retirement plans