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VISTA GRANDE VILLA — VISTA GRANDE VILLA RETIREMENT PLAN, Form 5500 (2023) | Form 5500 Search
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Original filing (PDF)
20241004153707NAL0006813043001
VISTA GRANDE VILLA
Form 5500-SF
FILING_RECEIVED
VISTA GRANDE VILLA RETIREMENT PLAN
401(k) retirement plan
Active participants
119
Accounts w/ balance
81
Plan assets (EOY)
$584K
Net assets (EOY)
$584K
Plan health score (directional)
83
/ 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
VISTA GRANDE VILLA
.
Find decision makers
Plan sponsor
Name
VISTA GRANDE VILLA
EIN
38-1942167
Address
2251 SPRINGPORT RD · JACKSON, MI · 49202
Phone
(517) 787-0222
Industry
Health Care & Social Assistance
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2023
Plan year begin
2023-01-01
Tax period
2023-12-31
Filed
2024-10-04
Pension benefit codes
2L · 403(b)(1) annuity
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)
2R · Participant-directed brokerage (SDBA)
Service providers (Schedule C)
Small plans don't disclose service providers
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Knocking points off
No IQPA named; plan is in the 80-120 transition zone — may be filing as small.
68% balance-to-active ratio — below typical for a healthy 401(k).
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.
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