· 2022–2024 · DOL EFAST2

STONEYBROOK COMMUNITY DEVELOPMEN — STONEYBROOK COMMUNITY DEVELOPMENT DISTRICT 401(K) PLAN, Form 5500 (2024) | Form 5500 Search

Original filing (PDF)20250723191708NAL0011335330001

STONEYBROOK COMMUNITY DEVELOPMEN

Form 5500-SF

FILING_RECEIVED

STONEYBROOK COMMUNITY DEVELOPMENT DISTRICT 401(K) PLAN

401(k) retirement plan

Active participants

49

Accounts w/ balance

59

Plan assets (EOY)

$217K

Net assets (EOY)

$217K

Plan health score

Top-tier plan health

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

59

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for STONEYBROOK COMMUNITY DEVELOPMEN.

Plan sponsor

Name

STONEYBROOK COMMUNITY DEVELOPMEN

EIN

65-0866001

Address

21251 STONEYBROOK GOLF BLVD · ESTERO, FL · 33928

Phone

(239) 144-2983

Industry

Real Estatesee 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

2025-07-23

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2S · Automatic enrollment

2T · Default investment account (QDIA)

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

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Real Estate plans

A. RUBBO & ASSOCIATES, INC.

A. RUBBO & ASSOCIATES, INC. 401(K) PLAN

$217K · 2 participants

FIVE STAR ESCROW

FIVE STAR ESCROW 401(K) PLAN

$217K · 10 participants

PITTMAN TITLE & ESCROW

PITTMAN TITLE & ESCROW 401(K) PLAN

$218K · 8 participants

CEDAR LAWN CEMETERY

CEDAR LAWN CEMETERY 401(K) PROFIT SHARING PLAN & TRUST

$217K · 17 participants

SQUALLCO DEVELOPMENT, LLC

SQUALLCO DEVELOPMENT, LLC 401(K) PLAN

$216K · 3 participants