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Sponsor portfolio

NATIVE REALTY CO.

EIN 82-1270973-real estate-Latest filing 2025
Plans
2
Retirement
2
$775K assets
Welfare
0
Participants
7
34 CAYUGA ROAD - FORT LAUDERDALE, FL 33304954-383-2289nativerealty.comLinkedIn11-50 employeesreal estate
Plans on this EIN
2 filings
#001401k-$669K - 4 part#002CashBalance-$106K - 3 part

Retirement portfolio analytics

2 plans aggregated / $775K assets / 7 participants

Assets by plan

Share of aggregate retirement assets

86%top
  • REALTY CO 401(K) (#001)86%
  • CASH BALANCE PLAN (#002)14%
Total $775KClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • REALTY CO 401(K) (#001)4
  • CASH BALANCE PLAN (#002)3
Total 7Click 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#001

NATIVE REALTY CO 401(K) PLAN

401k

Assets$669K
Participants4
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

NATIVE REALTY CASH BALANCE PLAN

CashBalance

Assets$106K
Participants3
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001NATIVE REALTY CO 401(K) PLAN401k$669K42025
002NATIVE REALTY CASH BALANCE PLANCashBalance$106K32025
Retirement plans
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