Woodmont Real Estate Services, Lp 401(k) Plan: Login, Facts & Contact Information

Woodmont Real Estate Services, Lp 401(k) Plan Facts

Plan name
WOODMONT REAL ESTATE SERVICES, L.P. 401(K) PROFIT SHARING PLAN
Plan type
401(k) with employer contributions and profit sharing
Plan sponsor
WOODMONT REAL ESTATE SERVICES, LP
Participants
503 (353 active employees)
Former employees with a balance
137
Plan assets
$28,008,769 at Dec 31, 2024
Average account balance
$61,155 across 458 accounts
Employer contributions
$54,760 in plan year 2024 (8% of all contributions)
Recordkeeper
Fidelity Investments Institutional
Plan year
Oct 1, 2024 – Dec 31, 2024
Plan established
Oct 1, 1990
✓ Employer contributions✓ Automatic enrollment✓ Default investment for undecided participants✓ Participants choose their own investments— Self-directed brokerage window✓ Profit sharing— Company stock (ESOP)

Source: Form 5500 for plan year 2024 (Oct 1, 2024 – Dec 31, 2024), filed Oct 14, 2025. Public filing with the U.S. Department of Labor.

Money in and out in plan year 2024

  • $669,626 went into the plan in contributions, $54,760 of it from the employer (8%).
  • $1.20 million was paid out to participants.
  • Administrative expenses were $18,159, about $40 per account.

How the Woodmont Real Estate Services, Lp 401(k) changed, 2019–2024

Plan yearParticipantsPlan assetsEmployer contributionsBenefits paid
2019473$20.2 million$142,045$860,955
2020484$22.6 million$159,998$3.70 million
2021469$18.9 million$168,178$1.33 million
2022495$21.5 million$180,702$2.85 million
2023503$28.7 million$196,716$1.25 million
2024503$28.0 million$54,760$1.20 million

Woodmont Real Estate Services, Lp 401(k) Contact Information

Phone
650-592-3960
Mailing address
1050 RALSTON AVENUE, BELMONT CA 94002
Plan sponsor
WOODMONT REAL ESTATE SERVICES, LP
Employer identification number (EIN)
94-3209029
Plan number
001

Questions about the Woodmont Real Estate Services, Lp 401(k)

Does Woodmont Real Estate Services, Lp contribute to the 401(k)?

Yes. The plan reports an employer contribution arrangement. In plan year 2024 the employer contributed $54,760, 8% of all contributions.

Does the Woodmont Real Estate Services, Lp 401(k) have automatic enrollment?

Yes. The plan reports automatic enrollment of eligible employees.

How many people are in the Woodmont Real Estate Services, Lp 401(k) plan?

503 participants at the start of plan year 2024, 353 of them active employees, and 137 former employees who still had money in the plan.

What is the average 401(k) balance at Woodmont Real Estate Services, Lp?

About $61,155 per account: $28.0 million in plan assets across 458 accounts with a balance at the end of plan year 2024.

Who manages the Woodmont Real Estate Services, Lp 401(k) accounts?

Fidelity NetBenefits (listed on the filing as FIDELITY INVESTMENTS INSTITUTIONAL) is the plan's recordkeeper, which is where participants log in to see their balance.

I no longer work at Woodmont Real Estate Services, Lp. How do I access my 401(k)?

Your account stays with Fidelity NetBenefits after you leave, so you can log in with the same credentials. If your balance was small, the plan may have rolled it into an IRA in your name. If you can't find it, Beagle can locate it for you.

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