Original filing (PDF)20250910091119NAL0021027393001

SMITH HOUSE OPERATING, LLC DBA THE VILLA AT STAMFORD

Name: SMITH HOUSE OPERATING, LLC DBA THE VILLA AT STAMFORD — VILLA AT STAMFORD 401(K) PLAN, Form 5500 (2024)
Creator: SMITH HOUSE OPERATING, LLC DBA THE VILLA AT STAMFORD

Form 5500-SF

FILING_RECEIVED

VILLA AT STAMFORD 401(K) PLAN

401(k) retirement plan

Signals · 1

No auditor on file

Active participants

130

Accounts w/ balance

115

Plan assets (EOY)

$1.7M

Net assets (EOY)

$1.7M

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

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for SMITH HOUSE OPERATING, LLC DBA THE VILLA AT STAMFORD.

Plan sponsor

Name

SMITH HOUSE OPERATING, LLC DBA THE VILLA AT STAMFORD

EIN

47-5630671

Address

88 ROCK RIMMON ROAD · STAMFORD, CT · 06903

Phone

(516) 708-3503

Industry

Health Care & Social Assistancesee 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

2025-09-10

Pension benefit codes

2F · ERISA section 404(c)

2J · 401(k) feature

2K · 401(m) arrangement

2E · Profit-sharing

2T · Default investment account (QDIA)

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

2G · Total participant-directed accounts

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

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