Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
TUCSON REALTY & TRUST COMPANY
EIN 86-0062910real estateLatest filing 2025
Plans
2
Retirement
2
$513K assets
Welfare
0
Participants
24
2525 EAST BROADWAY BLVD SUITE 111 - TUCSON, AZ 85716520-327-0009tucsonrealty.comLinkedIn11-50 employeesreal estate
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $513K assets / 24 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#002
TUCSON REALTY TRUST COMPANY RET. SAVINGS
401k
Assets$475K
Participants21
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#001
TUCSON REALTY & TRUST COMPANY EMPLOYEES' RETIREMENT PLAN
TraditionalDB
Assets$39K
Participants3
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | TUCSON REALTY TRUST COMPANY RET. SAVINGS | 401k | $475K | 21 | 2025 | |
| 001 | TUCSON REALTY & TRUST COMPANY EMPLOYEES' RETIREMENT PLAN | TraditionalDB | $39K | 3 | 2025 |
Retirement plans