Assets by plan
Share of aggregate retirement assets
Filings through .
The Caul Real Estate Group, Inc.
EIN 45-4091795real estateLatest filing 2025
Plans
4
Retirement
3
$2.6M assets
Health & Benefits
1
Participants
48
Health & Benefits portfolio - carriers, brokers and premium across this company's health and benefits plan.
Retirement portfolio analytics
3 plans aggregated / $2.6M assets / 36 participants
Participants by plan
Active + retired + deferred vested
Plan summaries
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
Retirement#002
THE CAUL REAL ESTATE GROUP, INC. DEFINED BENEFIT PENSION PLAN
Traditional DB
Assets$1.4M
Participants12
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#001
THE CAUL REAL ESTATE GROUP INC 401(K) PROFIT SHARING PLAN
401(k)
Assets$981K
Participants12
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#003
THE CAUL REAL ESTATE GROUP, INC. PROFIT SHARING PLAN
Profit-sharing
Assets$197K
Participants12
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#002
THE CAUL REAL ESTATE GROUP, INC. DEFINED BENEFIT PENSION PLAN
Self-funded
Premiums$0
Covered lives0
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Retirement plans
3 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #002 | THE CAUL REAL ESTATE GROUP, INC. DEFINED BENEFIT PENSION PLAN | Traditional DB | $1.4M | 12 | 2025 |
| #001 | THE CAUL REAL ESTATE GROUP INC 401(K) PROFIT SHARING PLAN | 401(k) | $981K | 12 | 2025 |
| #003 | THE CAUL REAL ESTATE GROUP, INC. PROFIT SHARING PLAN | Profit-sharing | $197K | 12 | 2025 |
- #002 · Traditional DB · 202512
- #001 · 401(k) · 202512
- #003 · Profit-sharing · 202512
Health & Benefits plans
1 plan on this EIN
| Plan | Name | Funding | Carrier | Premiums | Covered | Latest year |
|---|---|---|---|---|---|---|
| #002 | THE CAUL REAL ESTATE GROUP, INC. DEFINED BENEFIT PENSION PLAN | Self-funded | - | $0 | 0 | 2025 |
- #002 · Self-funded · 20250
Retirement plans
Health & Benefits plans