How big is Schooner Retirement Community, Inc.'s plan?

Schooner Retirement Community, Inc.'s plan reported $1.7M in assets and 194 participants for 2024.

Original filing (PDF)20250709182838NAL0005011681001

Schooner Retirement Community, Inc.

Name: Schooner Retirement Community, Inc. — Schooner/Fallb, Form 5500 (2024)
Creator: Schooner Retirement Community, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Schooner/Fallbrook 401(k) Plan

401(k) retirement plan · Schooner Retirement Community, Inc.'s Schooner/Fallbrook 401(k) Plan held $1.7M in plan assets for 194 participants in 2024.

Signals · 1

No auditor on file

Active participants

194

Accounts w/ balance

119

Plan assets (EOY)

$1.7M

Net assets (EOY)

$1.7M

People on this filing

Dianne Day signed Schooner Retirement Community, Inc.'s 2024 Form 5500 as plan administrator.

Dianne Day — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Schooner Retirement Community, Inc.'s EIN is 01-0417092.

EIN 01-0417092

Plan number 001

Plan year 2024

ACK ID 20250709182838NAL0005011681001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Schooner Retirement Community, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Schooner Retirement Community, Inc.'s plan includes a 401(k) feature, ERISA 404(c) participant direction, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for SCHOONER RETIREMENT COMMUNITY, INC..

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Plan health score

Average plan with room to improve

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

Total plan cost

n/a

Plan health

Vendor & structure

100

Knocking points off

No independent qualified public accountant (IQPA) named.
Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (9th percentile).

Helping the score