Bluerock Real Estate Holding, LLC 401(k) Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: Bluerock Real Estate Holding, LLC
  • Sponsor EIN: 263446021
  • Sponsor Address: 27777 FRANKLIN ROAD, STE. 900, SOUTHFIELD, MI, 48034
  • Plan Type: 401(k)
  • Total Participants: 107
  • Total Assets: $7.2M

Key Plan Design Features

  • Auto-Enrollment: Yes
  • Auto-Escalation: No
  • Allows Roth Contributions: No
  • Participant Loans: No
  • Participant-Directed Investments: Yes
  • ERISA Section 404(c) Fiduciary Safe Harbor: Yes

Plan Financials by Year

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
2024107$7.2M$7,141$1.2M
2023100$5.7M$0$416,898
202239$1.4M$0$284,905

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