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MOUNTAIN SHADOWS SUPPORT GROUP — MOUNTAIN SHADOWS SUPPORT GROUP CASH OR DEFERRED PROFIT SHARING PLAN, Form 5500 (2024) | Form 5500 Search
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Original filing (PDF)
20250610165940NAL0015000817004
MOUNTAIN SHADOWS SUPPORT GROUP
Form 5500-SF
FILING_RECEIVED
MOUNTAIN SHADOWS SUPPORT GROUP CASH OR DEFERRED PROFIT SHARING PLAN
Defined-contribution retirement plan
Signals · 1
No auditor on file
Active participants
120
Accounts w/ balance
120
Plan assets (EOY)
$3.8M
Net assets (EOY)
$3.8M
Plan health score (directional)
77
/ 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
60
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
MOUNTAIN SHADOWS SUPPORT GROUP
.
Find decision makers
Plan sponsor
Name
MOUNTAIN SHADOWS SUPPORT GROUP
EIN
33-0311012
Address
970 LOS VALLECITOS BLVD · SUITE 240 · SAN MARCOS, CA · 92069
Phone
—
Industry
Health Care & Social Assistance
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-06-10
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2T · Default investment account (QDIA)
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
Service providers (Schedule C)
Small plans don't disclose service providers
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Knocking points off
No independent qualified public accountant (IQPA) named.
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.
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