Original filing (PDF)20230407203803NAL0002870720001

VIDALTA PROPERTY MANAGEMENT LL

Name: VIDALTA PROPERTY MANAGEMENT LL — VIDALTA PROPERTY MANAGEMENT LL 401(K) PROFIT SHARING PLAN & TRUST, Form 5500 (2022)
Creator: VIDALTA PROPERTY MANAGEMENT LL

Form 5500-SF

FILING_RECEIVED

VIDALTA PROPERTY MANAGEMENT LL 401(K) PROFIT SHARING PLAN & TRUST

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$85K

Net assets (EOY)

$85K

Plan health score (directional)

/ 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

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for VIDALTA PROPERTY MANAGEMENT LL.

Plan sponsor

Name

VIDALTA PROPERTY MANAGEMENT LL

EIN

47-5131173

Address

1200 BRICKELL AVE · STE 1650 · MIAMI, FL · 33131

Phone

(786) 509-9110

Industry

All Other Professional Services· Professional & Technical Servicessee all

Plan administrator

Name

ERISA FIDUCIARY SERVICES, INC.

EIN

47-1637791

City

HAUPPAUGE, NY

Phone

(631) 249-0500

Plan characteristics

Plan number

001

Plan year

2022

Plan year begin

2022-01-01

Tax period

2022-12-31

Filed

2023-04-07

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

3H · Sponsor in controlled / affiliated group

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size All Other Professional Services plans

S88 HOLDINGS

S88 HOLDINGS 401(K) PLAN

$85K · 7 participants

SOUTH FLORIDA JAW AND FACIAL S

SOUTH FLORIDA JAW AND FACIAL S 401(K) PROFIT SHARING PLAN & TRUST

$85K · 5 participants

BREWERY LEGITIMUS LLC

BREWERY LEGITIMUS 401(K) PLAN

$85K · 5 participants

GLOBAL COATINGS LLC

GLOBAL COATINGS LLC 401(K) PROFIT SHARING PLAN & TRUST

$85K · 10 participants

EDUCATIONAL CATERING INC

EDUCATIONAL CATERING INC 401(K) PROFIT SHARING PLAN & TRUST