Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
THE CAUL REAL ESTATE GROUP INC
EIN 45-4091795real estateLatest filing 2025
Plans
4
Retirement
3
$2.1M assets
Welfare
1
Participants
39
Retirement portfolio analytics
3 plans aggregated / $2.1M assets / 30 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
THE CAUL REAL ESTATE GROUP INC 401(K) PROFIT SHARING PLAN
401k
Assets$981K
Participants12
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
THE CAUL REAL ESTATE GROUP, INC. DEFINED BENEFIT PENSION PLAN
TraditionalDB
Assets$965K
Participants9
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003
THE CAUL REAL ESTATE GROUP, INC. PROFIT SHARING PLAN
ProfitSharing
Assets$142K
Participants9
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#002
THE CAUL REAL ESTATE GROUP, INC. DEFINED BENEFIT PENSION PLAN
Self Funded
Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans3
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | THE CAUL REAL ESTATE GROUP INC 401(K) PROFIT SHARING PLAN | 401k | $981K | 12 | 2025 | |
| 002 | THE CAUL REAL ESTATE GROUP, INC. DEFINED BENEFIT PENSION PLAN | TraditionalDB | $965K | 9 | 2024 | |
| 003 | THE CAUL REAL ESTATE GROUP, INC. PROFIT SHARING PLAN | ProfitSharing | $142K | 9 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 002 | THE CAUL REAL ESTATE GROUP, INC. DEFINED BENEFIT PENSION PLAN | Self Funded | - | $0 | 0 | 2024 |
Retirement plans
Welfare plans