· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
SBR MANAGEMENT LLC — ROBERTS RESORTS & COMMUNITIES 401(K) PLAN, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20250930154538NAL0013460592001
SBR MANAGEMENT LLC
Form 5500-SF
FILING_RECEIVED
ROBERTS RESORTS & COMMUNITIES 401(K) PLAN
401(k) retirement plan
Signals · 1
No auditor on file
Active participants
176
Accounts w/ balance
91
Plan assets (EOY)
$604K
Net assets (EOY)
$604K
Plan health score (directional)
74
/ 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
60
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
SBR MANAGEMENT LLC
.
Find decision makers
Plan sponsor
Name
SBR MANAGEMENT LLC
EIN
47-2602560
Address
8350 E. RAINTREE DRIVE SUITE 220 · SCOTTSDALE, AZ · 85260
Phone
(480) 425-8696
Industry
Real Estate
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
2025-09-30
Pension benefit codes
2K · 401(m) arrangement
2J · 401(k) feature
2F · ERISA section 404(c)
2G · Total participant-directed accounts
3D · Pre-approved plan (master / prototype / VS)
2T · Default investment account (QDIA)
3B · Covers self-employed individuals
2S · Automatic enrollment
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size Real Estate plans
SEA STAR REALTY, INC.
SEA STAR REALTY, INC. 401(K) PLAN
$604K · 15 participants
RAM MANAGEMENT CO., LLC
RAM MANAGEMENT CO., LLC 401(K) PLAN
$604K · 9 participants
CRESTONE PARTNERS, LLC
CRESTONE PARTNERS, LLC 401K PLAN
$603K · 11 participants
PACIFIC TROPICAL ESCAPES LLC
PACIFIC TROPICAL ESCAPES LLC 401(K) PLAN
$605K · 10 participants
CORONADO CAYS HOMEOWNERS ASSOCIATION
CORONADO CAYS HOMEROWNERS ASSOCIATION 401K
$603K · 16 participants
80
Knocking points off
No independent qualified public accountant (IQPA) named.
52% 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.
TARGET PROPERTY MANAGEMENT COR
TARGET PROPERTY MANAGEMENT COR 401(K) PROFIT SHARING PLAN & TRUST
$605K · 23 participants
Large plans in Arizona
BECHTEL GLOBAL CORPORATION
BECHTEL TRUST & THRIFT PLAN
$6.1B · 8,546 participants
BECHTEL GLOBAL CORPORATION
MASTER TRUST FOR CERTAIN TAX-QUALIFIED BECHTEL RETIREMENT PLANS
$6.0B
BANNER HEALTH
BANNER HEALTH EMPLOYEES 401(K) PLAN
$4.9B · 56,849 participants
TEAMSTERS WESTERN REGION AND NEW JERSEY HEALTH CARE FUND
TEAMSTERS WESTERN REGION AND NEW JERSEY HEALTH CARE FUND RETIREE PLAN
$3.3B
PINNACLE WEST CAPITAL CORPORATION
PINNACLE WEST CAPITAL CORPORATION RETIREMENT PLAN
$3.1B · 6,307 participants
SALT RIVER VALLEY WATER USERS ASSOCIATION
SALT RIVER PROJECT EMPLOYEES' RETIREMENT PLAN
$2.9B · 5,246 participants
