· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
SOUTH MOUNTAIN HOSPITALITY GROUP — SOUTH MOUNTAIN HOSPITALITY GROUP 401(K) PLAN, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20250616083713NAL0000731249001
SOUTH MOUNTAIN HOSPITALITY GROUP
Form 5500-SF
FILING_RECEIVED
SOUTH MOUNTAIN HOSPITALITY GROUP 401(K) PLAN
401(k) retirement plan
Active participants
25
Accounts w/ balance
6
Plan assets (EOY)
$230K
Net assets (EOY)
$230K
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
SOUTH MOUNTAIN HOSPITALITY GROUP
.
Find decision makers
Plan sponsor
Name
SOUTH MOUNTAIN HOSPITALITY GROUP
EIN
83-2305094
Address
12223 WEST PASO TRAIL · PEORIA, AZ · 85383
Phone
(954) 260-3566
Industry
Accommodation & Food Services
see all
Plan administrator
Name
ERISA FIDUCIARY SERVICES
EIN
47-1637791
City
HAUPPAUGE, NY
Phone
(631) 249-0500
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-06-16
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)
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size Accommodation & Food Services plans
H&P HOLDINGS OF LOUISIANA, LLC
H&P HOLDINGS OF LOUISIANA 401(K) PLAN
$230K · 28 participants
EDGE VISION, LLC DBA CHICK-FIL-A
EDGE VISION, LLC 401(K) PLAN
$229K · 15 participants
CATHCART GLOBAL HOLDINGS INC.
CATHCART GLOBAL HOLDINGS INC. 401(K) PLAN
$231K · 31 participants
TMM, INC.
TMM, INC. 401(K) PLAN
$228K · 250 participants
DEEM RESTAURANT GROUP INC.
DEEM RESTAURANT GROUP 401(K) PLAN
$232K · 47 participants
65
Knocking points off
Only 24% 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.
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
ZOV'S BISTRO, INC.
ZOV'S BISTRO 401(K) PROFIT SHARING PLAN
$232K · 35 participants
Large plans in Arizona
BECHTEL GLOBAL CORPORATION
BECHTEL TRUST & THRIFT PLAN
$6.1B · 8,546 participants
BECHTEL GLOBAL CORPORATION
MASTER TRUST FOR CERTAIN TAX-QUALIFIED BECHTEL RETIREMENT PLANS
$6.0B
BANNER HEALTH
BANNER HEALTH EMPLOYEES 401(K) PLAN
$4.9B · 56,849 participants
TEAMSTERS WESTERN REGION AND NEW JERSEY HEALTH CARE FUND
TEAMSTERS WESTERN REGION AND NEW JERSEY HEALTH CARE FUND RETIREE PLAN
$3.3B
PINNACLE WEST CAPITAL CORPORATION
PINNACLE WEST CAPITAL CORPORATION RETIREMENT PLAN
$3.1B · 6,307 participants
SALT RIVER VALLEY WATER USERS ASSOCIATION
SALT RIVER PROJECT EMPLOYEES' RETIREMENT PLAN
$2.9B · 5,246 participants
