· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
SUN LAKES II HOMEOWNERS ASSOCIATION — SUN LAKES II HOMEOWNERS ASSOCIATION 401(K) PLAN, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20250721105026NAL0001084081001
SUN LAKES II HOMEOWNERS ASSOCIATION
Form 5500-SF
FILING_RECEIVED
SUN LAKES II HOMEOWNERS ASSOCIATION 401(K) PLAN
401(k) retirement plan
Signals · 1
No auditor on file
Active participants
254
Accounts w/ balance
104
Plan assets (EOY)
$2.1M
Net assets (EOY)
$2.1M
Plan health score (directional)
72
/ 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
60
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
SUN LAKES II HOMEOWNERS ASSOCIATION
.
Find decision makers
Plan sponsor
Name
SUN LAKES II HOMEOWNERS ASSOCIATION
EIN
86-0381871
Address
25219 S EJ ROBSON BLVD · SUN LAKES, AZ · 85248
Phone
(480) 895-3550
Industry
Real Estate
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
2025-07-21
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
KOURTIS PROPERTY MANAGEMENT, INC.
KOURTIS PROPERTY MANAGEMENT, INC. CASH BALANCE PLAN
$2.1M · 4 participants
BERMUDA DUNES, INC.
BERMUDA DUNES, INC. 401(K) PROFIT SHARING PLAN
$2.1M · 4 participants
KESSLER MANAGEMENT AND MAINTENANCE CORP.
KESSLER MANAGEMENT AND MAINTENANCE CASH BALANCE PLAN
$2.1M · 10 participants
ONEWALL COMMUNITIES LLC
ONEWALL COMMUNITIES 401(K) PLAN
$2.1M · 59 participants
STEPHEN D. TEBO D/B/A TEBO DEVELOPMENT
TEBO DEVELOPMENT 401K PLAN
65
Knocking points off
No independent qualified public accountant (IQPA) named.
Only 41% 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.
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
$2.1M · 22 participants
RMG MANAGEMENT INC
RMG MANAGEMENT INC
$2.1M · 73 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
