How big is Saddleback Realty II LLC's plan?

Saddleback Realty II LLC's plan reported $1.2M in assets and 20 participants for 2024.

Original filing (PDF)20250621055657NAL0011222466001

Saddleback Realty II LLC

Name: Saddleback Realty II LLC — Saddleback Realty II LLC, Form 5500 (2024)
Creator: Saddleback Realty II LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Saddleback Realty II LLC 401(k) Profit Sharing Plan and Trust

401(k) retirement plan · Saddleback Realty II LLC's Saddleback Realty II LLC 401(k) Profit Sharing Plan and Trust held $1.2M in plan assets for 20 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.2M

Net assets (EOY)

$1.2M

People on this filing

Steven Aston signed Saddleback Realty II LLC's 2024 Form 5500 as plan administrator.

Steven Aston — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Saddleback Realty II LLC's EIN is 47-1447675.

EIN 47-1447675

Plan number 001

Plan year 2024

ACK ID 20250621055657NAL0011222466001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Saddleback Realty II LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Saddleback Realty II LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for SADDLEBACK REALTY II LLC.

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Plan health score

Above-average plan

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Knocking points off