· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
FAIRFIELD MOUNTAINS PROPERTY OWNERS ASSOCIATION, INC. — RUMBLING BALD ON LAKE LURE 401(K) PLAN, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20250723142401NAL0008932098001
FAIRFIELD MOUNTAINS PROPERTY OWNERS ASSOCIATION, INC.
Form 5500-SF
FILING_RECEIVED
RUMBLING BALD ON LAKE LURE 401(K) PLAN
401(k) retirement plan
Active participants
109
Accounts w/ balance
58
Plan assets (EOY)
$2.0M
Net assets (EOY)
$2.0M
Plan health score (directional)
83
/ 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
90
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
FAIRFIELD MOUNTAINS PROPERTY OWNERS ASSOCIATION, INC.
.
Find decision makers
Plan sponsor
Name
FAIRFIELD MOUNTAINS PROPERTY OWNERS ASSOCIATION, INC.
DBA
RUMBLING BALD ON LAKE LURE
EIN
74-2107635
Address
112 MOUNTAINS BOULEVARD · LAKE LURE, NC · 28746
Phone
(828) 694-3031
Industry
Arts, Entertainment, Recreation
see 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
2025-07-23
Pension benefit codes
2A · Age/service weighted or new comparability
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)
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size Arts, Entertainment, Recreation plans
ISWIM, INC.
ISWIM, INC. 401(K) PROFIT SHARING PLAN AND TRUST
$2.0M · 16 participants
DAYGLO MANAGEMENT, LLC
DAYGLO VENTURES 401(K) PLAN
$2.0M · 716 participants
ADIRONDACK EXTREME ADVENTURE COURSE, LLC
ADIRONDACK EXTREME ADVENTURE COURSE, LLC 401(K) PLAN
$2.0M · 5 participants
PELICAN MARSH GOLF CLUB, INC.
PELICAN MARSH GOLF CLUB, INC. 401(K) PLAN
$1.9M · 72 participants
ARABIAN HORSE ASSOCIATION
ARABIAN HORSE ASSOCIATION 401(K) PROFIT SHARING PLAN & TRUST
80
Knocking points off
No IQPA named; plan is in the 80-120 transition zone — may be filing as small.
53% balance-to-active ratio — below typical for a healthy 401(k).
Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
$2.0M · 35 participants
CLUB SPORT OF SAN RAMON LLC
CLUB SPORT OF SAN RAMON LLC 401(K) PLAN
$1.9M · 33 participants
Large plans in North Carolina
BANK OF AMERICA CORPORATION
THE BANK OF AMERICA 401(K) PLAN
$62.9B · 168,229 participants
HONEYWELL INTERNATIONAL INC EMPLOYEE SERVICES FINANCE MGMNT
HONEYWELL INTERNATIONAL INC. MASTER RETIREMENT TRUST
$17.9B
HONEYWELL INTERNATIONAL INC.
HONEYWELL RETIREMENT EARNINGS PLAN
$16.6B · 9,275 participants
HONEYWELL INTERNATIONAL INC
HONEYWELL 401(K) PLAN
$16.3B · 44,069 participants
HONEYWELL INTERNATIONAL INC
HONEYWELL SAVINGS AND OWNERSHIP PLAN MASTER TRUST
$16.2B
TRUIST FINANCIAL CORPORATION
TRUIST FINANCIAL CORPORATION PENSION PLAN
$14.7B · 33,167 participants
