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SOLTERRA MANAGEMENT GROUP, LLC — SOLTERRA SENIOR LIVING 401(K) PLAN, Form 5500 (2024) | Form 5500 Search
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Original filing (PDF)
20251015155145NAL0010475490001
SOLTERRA MANAGEMENT GROUP, LLC
Form 5500-SF
FILING_RECEIVED
SOLTERRA SENIOR LIVING 401(K) PLAN
401(k) retirement plan
Active participants
46
Accounts w/ balance
16
Plan assets (EOY)
$176K
Net assets (EOY)
$176K
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
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
SOLTERRA MANAGEMENT GROUP, LLC
.
Find decision makers
Plan sponsor
Name
SOLTERRA MANAGEMENT GROUP, LLC
DBA
SOLTERRA SENIOR LIVING
EIN
80-0726877
Address
14650 NORTH 78TH WAY · BUILDING B · SCOTTSDALE, AZ · 85260
Phone
(817) 980-5231
Industry
Health Care & Social Assistance
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
2025-10-15
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
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SUNSHINE TRANSIT
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Knocking points off
Only 35% as many balances as active participants — suggests many active employees aren't deferring.
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
—
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