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Original filing (PDF)20251013083052NAL0002074578001
THE GLENRIDGE ON PALMER RANCH, INC.
Form 5500
FILING_RECEIVED
THE GLENRIDGE ON PALMER RANCH 401(K) PLAN
401(k) retirement plan
Signals · 2
~78 bps in Sched C feesNo recordkeeper disclosed
Active participants
330
Accounts w/ balance
135
Plan assets (EOY)
$3.7M
Net assets (EOY)
$3.7M
How this plan invests
This plan
1 pooled trust
Schedule D
42 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
84
/ 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
100
Total plan cost
65
Vendor stack
80
Participation health
65
Knocking points off
- 78 bps in Schedule C fees — 50% above peer band of 52 bps.
- No recordkeeper disclosed on Schedule C.
- Only 41% as many balances as active participants — suggests many active employees aren't deferring.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for THE GLENRIDGE ON PALMER RANCH, INC..
Plan sponsor
Name
THE GLENRIDGE ON PALMER RANCH, INC.
EIN
59-3472733
Address
7333 SCOTLAND WAY · SARASOTA, FL · 34238
Phone
(941) 552-5307
Industry
Real Estatesee 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
2025-10-13
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)
Audit & trust (Schedule H)
Auditor
WALTERS & ASSOCIATES, CPAS
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsOther
3| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| AMERITAS LIFE INSURANCE CORP | 47-0098400 | — | NONE | $20K | — |
| RESOURCE INVESTMENT ADVISORS LLC | 82-1434504 | — | NONE | $7K | — |
| CHARLES SCHWAB BANK | 82-3967259 | — | NONE | $3K | — |
Investments
41 direct securities · 1 pooled fund· $3.7M(100% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
Uncategorized
$3.7M
41 holdings
Common Collective Trust
$17K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard Target Retirement 2040 Fund Mutual Fund | — | — | — | $798K | 21.6% | |
| Vanguard Target Retirement 2030 Fund Mutual Fund | — | — | — | $495K | 13.4% | |
| Vanguard 500 Index Fund Admiral Shares Mutual Fund | — | — | — | $339K | 9.2% | |
| Vanguard Target Retirement 2020 Fund Mutual Fund | — | — | — | $259K | 7.0% | |
| T. Rowe Price Blue Chip Growth Fund Mutual Fund | — | — | — | $256K | 6.9% | |
| T. Rowe Price Media and Telecom Fund Mutual Fund | — | — | — | $240K | 6.5% | |
| Vanguard Target Retirement 2050 Fund Mutual Fund | — | — | — | $169K | 4.6% | |
| Vanguard Target Retirement Income Fund Investor Shares Mutual Fund | — | — | — | $163K | 4.4% | |
| Vanguard Target Retirement 2035 Fund Mutual Fund | — | — | — | $126K | 3.4% | |
| Vanguard Mid-Cap Index Fund Mutual Fund | — | — | — | $89K | 2.4% | |
| Vanguard Target Retirement 2045 Fund Mutual Fund | — | — | — | $78K | 2.1% | |
| Fidelity Advisor Growth Opp Mutual Fund | — | — | — | $52K | 1.4% | |
| Columbia Select Mid Cap Value Fund Institutional Class Mutual Fund ** 348 Columbia Total Return Bond Fund Class S Mutual Fund | — | — | — | $51K | 1.4% | |
| Vanguard Small-Cap Index Fund Mutual Fund | — | — | — | $48K | 1.3% | |
| Participant loans (Interest rates at 4.25% - 9.50%) -0- | — | — | — | $48K | 1.3% | |
| Vanguard Target Retirement 2025 Fund Mutual Fund | — | — | — | $45K | 1.2% | |
| American Funds Fundamental Investors Class R-6 Mutual Fund | — | — | — | $42K | 1.1% | |
| American Funds Capital World Growth & Income Class R-6 Mutual Fund | — | — | — | $37K | 1.0% | |
| T. Rowe Price Health Sciences Fund Mutual Fund | — | — | — | $35K | 0.9% | |
| PGIM Jennison Utility Fund- Class Z Mutual Fund | — | — | — | $32K | 0.9% | |
| Eaton Vance Large Cap Value Fund Class A Mutual Fund | — | — | — | $29K | 0.8% | |
| Blackrock Natural Resources Fund Mutual Fund | — | — | — | $28K | 0.7% | |
| American Funds Europacific Growth Class R-6 Mutual Fund | — | — | — | $27K | 0.7% | |
| Invesco Small Cap Value Class A Mutual Fund | — | — | — | $22K | 0.6% | |
| Vanguard Total International Stock Index Fund Admiral Shares Mutual Fund | — | — | — | $20K | 0.6% | |
| GALLIARD STABLE RETURN FUND M SEI TRUST COMPANY · EIN 94-6751924 / PN 001 | Common Collective Trust | — | — | $17K | 0.5% | |
| Vanguard Target Retirement 2065 Fund Mutual Fund | — | — | — | $16K | 0.4% | |
| Vanguard Short-Term Federal Investment Fund Mutual Fund | — | — | — | $15K | 0.4% | |
| Vanguard Target Retirement 2060 Fund Mutual Fund | — | — | — | $12K | 0.3% | |
| Charles Schwab Bank Savings Money Market Fund | — | — | — | $11K | 0.3% | |
| Vanguard Target Retirement 2055 Fund Mutual Fund | — | — | — | $11K | 0.3% | |
| Royce Small-Cap Fund Mutual Fund | — | — | — | $10K | 0.3% | |
| Vanguard Mid-Cap Value Index Admiral Mutual Fund ** 105 Vanguard Short-Term Bond Index Fund Mutual Fund | — | — | — | $9K | 0.2% | |
| American Century Small Cap Growth Fund Mutual Fund | — | — | — | $9K | 0.2% | |
| Vanguard Total Stock Market Index Fund Admiral Shares Mutual Fund | — | — | — | $9K | 0.2% | |
| Ashmore Emerging Markets Equity Fund Mutual Fund | — | — | — | $9K | 0.2% | |
| Vanguard Short-Term Investment Grade Investor Shares Mutual Fund | — | — | — | $8K | 0.2% | |
| Non-interest bearing cash | — | — | — | $6K | 0.2% | |
| Principal Financial Group High Yield Fund Class A Mutual Fund | — | — | — | $6K | 0.2% | |
| Columbia Acorn International Fund Mutual Fund | — | — | — | $5K | 0.1% | |
| Janus Henderson Mid Cap Value Fund Class T Mutual Fund | — | — | — | $5K | 0.1% | |
| Invesco Discovery Mid Cap Growth Fund A Mutual Fund ** 808 Invesco Small Cap Growth Fund Class A Mutual Fund | — | — | — | $3K | <0.1% |