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ALDERWOOD RESORT MANAGEMENT LLC — ALDERWOOD RESORT MANAGEMENT LLC 401K PROFIT SHARING PLAN, Form 5500 (2024) | Form 5500 Search
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Original filing (PDF)
20250324134349NAL0019285392001
ALDERWOOD RESORT MANAGEMENT LLC
Form 5500-SF
FILING_RECEIVED
ALDERWOOD RESORT MANAGEMENT LLC 401K PROFIT SHARING PLAN
401(k) retirement plan
Active participants
104
Accounts w/ balance
26
Plan assets (EOY)
$704K
Net assets (EOY)
$704K
Plan health score (directional)
81
/ 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
90
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
ALDERWOOD RESORT MANAGEMENT LLC
.
Find decision makers
Plan sponsor
Name
ALDERWOOD RESORT MANAGEMENT LLC
EIN
33-0946669
Address
P O BOX 1987 · BIG BEAR LAKE, CA · 92315
Phone
(909) 878-1764
Industry
Real Estate
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
2025-03-24
Pension benefit codes
2A · Age/service weighted or new comparability
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)
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size Real Estate plans
FLEETWOOD MANAGEMENT LLC
FLEETWOOD MANAGEMENT LLC 401(K) PROFIT SHARING PLAN & TRUST
$704K · 5 participants
FIFTH CORNER, LLC,
FIFTH CORNER LLC 401(K) PROFIT SHARING PLAN & TRUST
$704K · 9 participants
DWM PROPERTIES, INC.
DWM PROPERTIES, INC. 401(K) PLAN
$704K · 10 participants
THE CALIFORNIA ASSOCIATION OF COMMUNITY MANAGERS, INC.
CALIFORNIA ASSOCIATION OF COMMUNITY MANAGERS MEMBER 401(K) PROGRAM
$703K · 16 participants
KB MANAGEMENT SERVICE GROUP
KB MANAGEMENT SERVICES GROUP
65
Knocking points off
No IQPA named; plan is in the 80-120 transition zone — may be filing as small.
Only 25% 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.
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
$703K · 75 participants
R & R CONSTRUCTION CORPORATION
R & R CONSTRUCTION CORPORATION PROFIT SHARING PLAN
$703K · 2 participants
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