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SUN CITY ORO VALLEY COMMUNITY AS — SUN CITY ORO VALLEY COMMUNITY ASSOCIATION, INC.401K PLAN, Form 5500 (2024) | Form 5500 Search
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Original filing (PDF)
20260219150044NAL0010594019001
SUN CITY ORO VALLEY COMMUNITY AS
Form 5500-SF
FILING_RECEIVED
SUN CITY ORO VALLEY COMMUNITY ASSOCIATION, INC.401K PLAN
401(k) retirement plan
Signals · 2
Late filing · 3.1 mo
No auditor on file
Active participants
139
Accounts w/ balance
129
Plan assets (EOY)
$3.1M
Net assets (EOY)
$3.1M
Plan health score (directional)
73
/ 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
48
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 CITY ORO VALLEY COMMUNITY AS
.
Find decision makers
Plan sponsor
Name
SUN CITY ORO VALLEY COMMUNITY AS
EIN
86-0571143
Address
1565 EAST RANCHO VISTOSO BLVD · ORO VALLEY, AZ · 85755
Phone
(520) 917-8061
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
2026-02-19
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
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100
Knocking points off
No independent qualified public accountant (IQPA) named.
Filed 3.1 months past the 10.5-month grace window.
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.
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