Back to filter
Original filing (PDF)20250721125514NAL0001657776001
SILVERMOON ENTITIES
Form 5500-SF
FILING_RECEIVED
SILVERMOON ENTITIES 401(K) PLAN
401(k) retirement plan
Signals · 1
Late filing · 8.2 mo
Active participants
2
Accounts w/ balance
2
Plan assets (EOY)
$1.8M
Net assets (EOY)
$1.8M
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
75
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
100
Knocking points off
- Filed 8.2 months past the 10.5-month grace window.
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.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for SILVERMOON ENTITIES.
Plan sponsor
Name
SILVERMOON ENTITIES
EIN
42-1742787
Address
16835 ALGONQUIN ST #157 · HUNTINGTON BEACH, CA · 92649
Phone
(714) 658-5265
Industry
Real Estatesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2023
Plan year begin
2023-01-01
Tax period
2023-12-31
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
3D · Pre-approved plan (master / prototype / VS)
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 providersRelated plans
Similar-size Real Estate plans
ACC MANAGEMENT GROUP, INC.
ACC MANAGEMENT GROUP, INC. 401(K) PLAN
$1.8M · 242 participants
SCOTT LEPMAN, CO.
SCOTT LEPMAN, CO. 401(K) PLAN
$1.8M · 41 participants
ELLER RESIDENTIAL, INC
ELLER RESIDENTIAL, INC 401(K) PLAN
$1.8M · 36 participants
KATEE SALES, INC.
KATEE SALES, INC. 401(K) PLAN
$1.8M · 6 participants
CORNELL PACE INC
CORNELL PACE INC 401(K) PROFIT SHARING PLAN & TRUST
$1.8M · 20 participants
HOMEVEST INC.
HOMEVEST INC. 401(K) PLAN
$1.8M · 15 participants
Large plans in California
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND
$215.1B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND E
$190.9B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND F
$188.1B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
RUSSELL 1000 INDEX FUND
$187.7B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
CASH EQUIVALENT FUND II
$125.0B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
BLACKROCK MSCI ACWI EX-US IMI INDEX FUND E
$88.3B