Original filing (PDF)20250610114951NAL0014952081001

BRE/DUNES OWNER, LLC

Name: BRE/DUNES OWNER, LLC — BRE/DUNES OWNER LLC 401(K) PLAN, Form 5500 (2024)
Creator: BRE/DUNES OWNER, LLC

Form 5500-SF

FILING_RECEIVED

BRE/DUNES OWNER LLC 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$841K

Net assets (EOY)

$841K

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

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 BRE/DUNES OWNER, LLC.

Plan sponsor

Name

BRE/DUNES OWNER, LLC

EIN

65-0872704

Address

949 SAND CASTLE ROAD · SANIBEL, FL · 33957

Phone

(239) 472-3355

Industry

Accommodation & Food Servicessee 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

2025-06-10

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 Accommodation & Food Services plans

BROADWAY HOTEL ONCE, INC. DBA RAMADA BY WYNDHAM VISCOUNT SUITES

VISCOUNT SUITES 401(K) RETIREMENT SAVINGS PLAN

$840K · 12 participants

GORNISHT MANAGEMENT, LLC

GORNISHT MANAGEMENT, LLC 401K PROFIT SHARING PLAN

$842K · 9 participants

CALLAWAY GARDENS RESORT, INC.

CALLAWAY GARDENS RESORT, INC. RETIREMENT SAVINGS AND INVESTMENT PLAN

$845K

JAMES M. BOWEN CO., LLC

JAMES M. BOWEN CO., LLC 401(K) PLAN

$845K · 42 participants

TREETOPS ACQUISITION COMPANY, LLC