Filings through Oct 24, 2026.

Retirement plan

S & H Realty Management, LLP 401(k) Plan

Name: S & H REALTY MANAGEMENT, LLP - S & H REALTY MANAGEMENT, LLP 401(K) PLAN (2025) Form 5500
Creator: S & H REALTY MANAGEMENT, LLP
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, S & H REALTY MANAGEMENT, LLP 401(K) PLAN, S & H REALTY MANAGEMENT, LLP

S & H Realty Management, LLPEIN 41-1797774Plan #001PY 2025

8120 PENN AVE S, SUITE 555 - MINNEAPOLIS, MN 554311326952-884-2709LinkedIn51-200 employeesreal estate

Prospect flagsHigh feesFailed to provide benefitFew collective trustsFund lineup: 7 funds, $4.8M

How to read this page

Total assets (EOY)

$6.1M

+20.3% from 2024

Total participants

156

0.0% from 2024

Average account balance

$40,915

+18.7% from 2024

Annual return

14.96%

+3.81 pp from 2024

Benchmarks

See 4,204 peers

Peer group

Industry53 - Real Estate and Rental and Leasing

Plan typeDefined contribution

Participants25-99

Cohort4,204 peers

Snapshot2025

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Analytics

See the 10-year trajectory with Pro.

Service providers

Top 3 by compensation

Provider	Service type	Compensation
EMPOWER ADVISORY GROUP, LLC4 years Filed as: EMPOWER ANNUITY INSURANCE CO OF AME Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111	Recordkeeping Fees	$25,260
USI INSURANCE SERVICES LLC6 years Filed as: USI ADVISORS INC Service code 27 95 GLASTONBURY BLVD · GLASTONBURY, CT 06033	Advisory (Plan)	$21,696
WEALTHSPIRE RETIREMENT ADVISORY1 year Filed as: WEALTHSPIRE RETIREMENT Service code 13 120 VANTIS STE 400 · ALISO VIEJO, CA 926562689	Contract Administrator	$9,261

Fund lineup

CSV with Pro

7 funds of $250K or more; 22 lines in all, holding $4.8M of the plan's $5.1M. From the 2024 filing. Recordkeeper: Empower.

In collective trusts0%median 0% for plans of $5M to $50M (35,181 plans)

In index funds46%median 21% for plans of $5M to $50M (35,181 plans)

In the main target-date series23%median 36% for plans of $5M to $50M (35,181 plans)

Employer stockNo

Target-date series: BlackRock LifePath Index, mutual fund, 23% of fund dollars

Fund	Manager	Vehicle	Dollars	% of funds%
BlackRock LifePath Index BlackRock · Mutual fund Target-date, 7 vintages	BlackRock	Mutual fund	$1.1M	22.8%
Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund Index	Fidelity (FMR)	Mutual fund	$738K	15.5%
Eupac Fund Class R-6 Capital Group · Mutual fund	Capital Group	Mutual fund	$410K	8.6%
SmallCap Fund Institutional Class Principal · Mutual fund	Principal	Mutual fund	$387K	8.1%
Allspring Special Mid Cap Value Fund Class A Allspring · Mutual fund	Allspring	Mutual fund	$374K	7.9%
American Funds Washington Mutual R6 Capital Group · Mutual fund	Capital Group	Mutual fund	$307K	6.5%
Vanguard LifeStrategy 60/40 Fund Investor Shares Vanguard · Mutual fund	Vanguard	Mutual fund	$259K	5.4%
Pioneer Strategic Pioneer Strategic Income Y Victory Capital · Other	Victory Capital	Other	$243K	5.1%
Vanguard LifeStrategy Cnsrv Gr Inv Vanguard · Mutual fund	Vanguard	Mutual fund	$198K	4.2%
Fidelity Real Estate Index Fund Fidelity (FMR) · Mutual fund Index	Fidelity (FMR)	Mutual fund	$123K	2.6%

See the other 12 lines in this lineup with Pro.

Covers 61,314 large plans that list their funds in their annual filing. Updated Nov 2, 2026. Shares describe these plans, not the whole market.

Plan features & details

Pension benefit codes2E2F2G2J2K2S2T3D3H2A

Plan features

2A
Age/service weighted or new comparability plan
Age/service weighted plan where allocations are based on age service or age and service; or new comparability or similar plan where allocations are based on participant classifications consisting entirely or predominantly of highly compensated employees or the plan provides an additional allocation rate on compensation above a specified threshold that exceeds the permitted disparity limits of Code section 401(l).
2E
Profit-sharing
Profit-sharing plan.
2F
ERISA section 404(c) plan
This plan or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1 (shifting investment responsibility to participants).
2G
Total participant-directed account plan
Participants have the opportunity to direct the investment of all of the assets allocated to their individual accounts regardless of whether 29 CFR 2550.404c-1 is intended to be met.
2J
Code section 401(k) feature
Cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan under which employees may elect to defer part of their compensation or receive these amounts in cash.
2K
Code section 401(m) arrangement
Employee contributions are allocated to separate accounts under the plan or employer contributions are based in whole or in part on employee deferrals or contributions to the plan. Not applicable to 401(k) plans with only QNECs and/or QMACs or to 403(b)(1) 403(b)(7) or 408 arrangements.
2S
Automatic enrollment
Plan provides for automatic enrollment in plan that has elective contributions deducted from payroll.
2T
Default investment account
Total or partial participant-directed account plan where plan uses a default investment account for participants who fail to direct assets in their account.
3D
Pre-approved pension plan
A master prototype or volume submitter plan that is the subject of a favorable opinion or advisory letter from the IRS.
3H
Controlled group member
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b) (c) or (m)).

Opportunity flags

2 tripped

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
ComplianceFailed to provide benefit
Form 5500 reported that benefits due were not provided when due.

Expense breakdown

Schedule H Part II

Admin total

$50K

$522 / participant

Investment mgmt$22K43.3%
Contract admin$27K54.8%
Other / not subdivided$9501.9%

% of EOY assets

0.821%

all-in expense ratio

Categories reported

2 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Unqualified opinion

The auditor signed off without reservation. This is the cleanest opinion.

Auditor firm: BAKER TILLY US, LLP
Auditor EIN: 301413443
Audit fees: (not subdivided)
Opinion code: Unqualified

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Provider

Service type

Compensation

EMPOWER ADVISORY GROUP, LLC4 years

Filed as: EMPOWER ANNUITY INSURANCE CO OF AME

Service code 64

8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111

Recordkeeping Fees

$25,260

USI INSURANCE SERVICES LLC6 years

Filed as: USI ADVISORS INC

Service code 27

95 GLASTONBURY BLVD · GLASTONBURY, CT 06033

Advisory (Plan)

$21,696

WEALTHSPIRE RETIREMENT ADVISORY1 year

Filed as: WEALTHSPIRE RETIREMENT

Service code 13

120 VANTIS STE 400 · ALISO VIEJO, CA 926562689

Contract Administrator

$9,261

Fund

Dollars

% of funds%

BlackRock LifePath Index

BlackRock · Mutual fund

Target-date, 7 vintages

$1.1M

22.8%

Fidelity 500 Index Fund

Fidelity (FMR) · Mutual fund

Index

$738K

15.5%

Eupac Fund Class R-6

Capital Group · Mutual fund

$410K

8.6%

SmallCap Fund Institutional Class

Principal · Mutual fund

$387K

8.1%

Allspring Special Mid Cap Value Fund Class A

Allspring · Mutual fund

$374K

7.9%

American Funds Washington Mutual R6

Capital Group · Mutual fund

$307K

6.5%

Vanguard LifeStrategy 60/40 Fund Investor Shares

Vanguard · Mutual fund

$259K

5.4%

Pioneer Strategic Pioneer Strategic Income Y

Victory Capital · Other

$243K

5.1%

Vanguard LifeStrategy Cnsrv Gr Inv

Vanguard · Mutual fund

$198K

4.2%

Fidelity Real Estate Index Fund

Fidelity (FMR) · Mutual fund

Index

$123K

2.6%

S & H Realty Management, LLP 401(k) Plan

Summary metrics

Benchmarksi

Analytics

Service providersi

Fund lineupi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

S & H Realty Management, LLP 401(k) Plan

Summary metrics

Benchmarksi

Analytics

Service providersi

Fund lineupi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

Benchmarks

Service providers

Fund lineup

Opportunity flags

Expense breakdown

Audit opinion

Benchmarks

Service providers

Fund lineup

Opportunity flags

Expense breakdown

Audit opinion