Heights Real Estate Advisors, LLC 401(k) Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: Heights Real Estate Advisors, LLC
  • Sponsor EIN: 263057983
  • Sponsor Address: 140 REMSEN STREET, 2ND FLOOR, BROOKLYN, NY, 11201
  • Plan Type: 401(k)
  • Total Participants: 5
  • Total Assets: $944,791

Key Plan Design Features

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

Plan Financials by Year

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
20245$944,791$0$0
20235$839,808$0$0
20225$653,983$187,500$115,500

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