How big is Scottsdale Waterfront Residenc's plan?

Scottsdale Waterfront Residenc's plan reported $1.3M in assets and 58 participants for 2025.

Original filing (PDF)20260522134004NAL0002391923001

Scottsdale Waterfront Residenc

Name: Scottsdale Waterfront Residenc — Scottsdale, Form 5500 (2025)
Creator: Scottsdale Waterfront Residenc
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Scottsdale Waterfront Residenc 401(k) Profit Sharing Plan & Trust

401(k) retirement plan · Scottsdale Waterfront Residenc's Scottsdale Waterfront Residenc 401(k) Profit Sharing Plan & Trust held $1.3M in plan assets for 58 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.3M

Net assets (EOY)

$1.3M

People on this filing

Kathy Thomas signed Scottsdale Waterfront Residenc's 2025 Form 5500 as plan administrator.

Kathy Thomas — 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

Scottsdale Waterfront Residenc's EIN is 20-2731172.

EIN 20-2731172

Plan number 001

Plan year 2025

ACK ID 20260522134004NAL0002391923001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Scottsdale Waterfront Residenc from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Scottsdale Waterfront Residenc's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for SCOTTSDALE WATERFRONT RESIDENC.

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Plan health score

Above-average plan

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

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Knocking points off