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DANCING BEAR ASPEN — DANCING BEAR RESIDENCES OWNER ASSOCIATION INC 401(K) PROFIT SH, Form 5500 (2024) | Form 5500 Search
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Original filing (PDF)
20250721072408NAL0000501043001
DANCING BEAR ASPEN
Form 5500-SF
FILING_RECEIVED
DANCING BEAR RESIDENCES OWNER ASSOCIATION INC 401(K) PROFIT SH
401(k) retirement plan
Active participants
39
Accounts w/ balance
6
Plan assets (EOY)
$323K
Net assets (EOY)
$323K
Plan health score (directional)
84
/ 100
Grade B
Above-average plan
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
DANCING BEAR ASPEN
.
Find decision makers
Plan sponsor
Name
DANCING BEAR ASPEN
EIN
26-2152501
Address
411 S MONARCH ST · ASPEN, CO · 81611
Phone
(970) 379-3825
Industry
All Other Professional Services
· Professional & Technical Services
see all
Plan administrator
Name
ADMINISTRATIVE GROUP, LLC DBA TAG RESOURCES
EIN
42-1484983
City
KNOXVILLE, TN
Phone
(865) 670-1844
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-07-21
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Service providers (Schedule C)
Small plans don't disclose service providers
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65
Knocking points off
Only 15% as many balances as active participants — suggests many active employees aren't deferring.
Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
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