How big is Rotonda Condo UNIT Owners ASSO's plan?

Rotonda Condo UNIT Owners ASSO's plan reported $2.2M in assets and 45 participants for 2024.

Original filing (PDF)20250718113615NAL0001652401001

Rotonda Condo UNIT Owners ASSO

Name: Rotonda Condo UNIT Owners ASSO — Rotonda Condo UNIT, Form 5500 (2024)
Creator: Rotonda Condo UNIT Owners ASSO
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Rotonda Condo UNIT Owners ASSO 401(k) Profit Sharing Plan & Trust

401(k) retirement plan · Rotonda Condo UNIT Owners ASSO's Rotonda Condo UNIT Owners ASSO 401(k) Profit Sharing Plan & Trust held $2.2M in plan assets for 45 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.2M

Net assets (EOY)

$2.2M

People on this filing

Colin a Horner signed Rotonda Condo UNIT Owners ASSO's 2024 Form 5500 as plan administrator.

Colin a Horner — 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

Rotonda Condo UNIT Owners ASSO's EIN is 54-1071613.

EIN 54-1071613

Plan number 001

Plan year 2024

ACK ID 20250718113615NAL0001652401001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Rotonda Condo UNIT Owners ASSO from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Rotonda Condo UNIT Owners ASSO's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

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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

Helping the score