Consumer Real Estate Finance Co. 401(k) Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: Consumer Real Estate Finance Co.
  • Sponsor EIN: 542118883
  • Sponsor Address: 330 SW 2ND STREET SUITE 111, FORT LAUDERDALE, FL, 333121711
  • Plan Type: 401(k)
  • Total Participants: 117
  • Total Assets: $2.9M

Key Plan Design Features

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

Plan Financials by Year

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
2024117$2.9M$137,142$251,534
202361$2.4M$135,617$238,280

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