· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
TERRYS PONTIAC LAKE INN — TERRY'S PONTIAC LAKE INN 401(K) PLAN, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20250331142235NAL0009147024001
TERRYS PONTIAC LAKE INN
Form 5500-SF
FILING_RECEIVED
TERRY'S PONTIAC LAKE INN 401(K) PLAN
401(k) retirement plan
Active participants
10
Accounts w/ balance
5
Plan assets (EOY)
$527K
Net assets (EOY)
$527K
Plan health score (directional)
86
/ 100
Grade A
Top-tier plan health
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
TERRYS PONTIAC LAKE INN
.
Find decision makers
Plan sponsor
Name
TERRYS PONTIAC LAKE INN
EIN
38-2282722
Address
1775 SHERWIN CT · WATERFORD, MI · 48325
Phone
(248) 623-7855
Industry
Accommodation & Food 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
2025-03-31
Pension benefit codes
2E · Profit-sharing
2J · 401(k) feature
2K · 401(m) arrangement
2F · ERISA section 404(c)
2G · Total participant-directed accounts
3D · Pre-approved plan (master / prototype / VS)
2T · Default investment account (QDIA)
2A · Age/service weighted or new comparability
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size Accommodation & Food Services plans
BOWEN HAYWARD GROUP, LLC
EVIL GENIUS BEER COMPANY 401(K) PLAN
$528K · 9 participants
O'GARA'S, INC.
O'GARA'S 401(K) AND PROFIT SHARING
$532K · 7 participants
SAKE, LLC
SAKE, LLC 401(K) PROFIT SHARING PLAN AND TRUST
$533K · 3 participants
MEANWHILE BREWING COMPANY LLC
MEANWHILE BREWING COMPANY LLC 401(K) PLAN
$519K · 39 participants
CATCHERS MITT PUB INC
CATCHER'S MITT PUB
$546K · 5 participants
80
Knocking points off
50% 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.
COMPASS WINES AND SPIRITS, LLC
COMPASS WINES AND SPIRITS, LLC 401(K) PLAN
$555K · 12 participants
Large plans in Michigan
GENERAL MOTORS LLC
GENERAL MOTORS HOURLY-RATE EMPLOYEES PENSION PLAN
$44.8B · 15,648 participants
GENERAL MOTORS LLC
GENERAL MOTORS SAVINGS PLAN MASTER TRUST
$32.4B
THE COMMITTEE OF THE UAW RETIREE MEDICAL BENEFITS TRUST
UAW GM RETIREES MEDICAL BENEFITS PLAN
$30.6B
FORD MOTOR COMPANY
FORD MOTOR COMPANY MASTER TRUST FUND
$29.5B
FORD MOTOR COMPANY
FORD DEFINED CONTRIBUTION PLANS MASTER TRUST
$25.3B
GENERAL MOTORS LLC
GENERAL MOTORS RETIREMENT SAVINGS PLAN FOR SALARIED EMPLOYEES IN THE UNITED STATES
$23.1B · 41,023 participants
