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  1. rodin011
    DB Plan with over 1MM in assets wants to purchase an investment property. The plan will pay the entire cost with no financing. The 2 owners' PVAB, combined, exceeds 90% of the total PVAB of the plan. Assuming the purchase is a bona fide investment , that every year an accurate appraisal is provided , etc., and that the plan will always have enough cash to provide termination benefits for the other participants: is there anything that would forbid the plan to invest about 75% of assets in such property? I know that we have to report on the annual 5500 if more than 25% of plan assets is invested in a single asset. However I wonder if there is any "legal" limitation as long as the non owner employee benefits are not in Jeopardy. Thanks for help.i
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