· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
CLOUDCREST HOMES, LLC — CLOUDCREST HOMES, LLC 401(K) PLAN, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20250516105832NAL0031508576001
CLOUDCREST HOMES, LLC
Form 5500-SF
FILING_RECEIVED
CLOUDCREST HOMES, LLC 401(K) PLAN
401(k) retirement plan
Active participants
28
Accounts w/ balance
34
Plan assets (EOY)
$2.0M
Net assets (EOY)
$2.0M
Plan health score (directional)
89
/ 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
CLOUDCREST HOMES, LLC
.
Find decision makers
Plan sponsor
Name
CLOUDCREST HOMES, LLC
EIN
47-1265503
Address
389 SW SCALEHOUSE CT, STE 110 · BEND, OR · 97702
Phone
(818) 391-9541
Industry
All Other Professional Services
· Professional & Technical Services
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
2025-05-16
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size All Other Professional Services plans
INTELLEZY LLC
INTELLEZY, LLC 401(K) PLAN
$2.0M · 34 participants
CLARO VIDEO LLC
CLARO VIDEO LLC 401(K) PROFIT SHARING PLAN & TRUST
$2.0M · 8 participants
SAGE ADVISORS, LLC
SAGE ADVISORS, LLC 401(K) PROFIT SHARING PLAN
$2.0M · 9 participants
GRAFT
GRAFT 401(K) PLAN
$2.0M · 14 participants
ENERGY MANAGEMENT CONSULTANTS
ENERGY MANAGEMENT CONSULTANTS 401(K) PROFIT SHARING PLAN & TRUST
$2.0M · 14 participants
100
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.
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
BROOKE CLINE & ASSOCIATES, LLC
HESSEL & ASSOCIATES, LLC 401K PLAN
$2.0M · 12 participants
Large plans in Oregon
STANDARD INSURANCE COMPANY
SEPARATE ACCOUNT A
$12.5B
PRINCIPAL GLOBAL INVESTORS TRUST COMPANY
DIVERSIFIED INTERNATIONAL EQUITY FUND
$12.1B
PRINCIPAL GLOBAL INVESTORS TRUST COMPANY
MORLEY STABLE VALUE FUND
$11.1B
PRINCIPAL GLOBAL INVESTORS TRUST COMPANY
PRINCIPAL LIFETIME HYBRID 2030 CIT
$10.9B
PRINCIPAL GLOBAL INVESTORS TRUST COMPANY
PRINCIPAL LIFETIME HYBRID 2040 CIT
$10.4B
PRINCIPAL GLOBAL INVESTORS TRUST COMPANY
PRINCIPAL LIFETIME HYBRID 2035 CIT
$8.6B
