Back to filter
Original filing (PDF)20251015114547NAL0002238291001
VESTAR PROPERTIES, INC.
Form 5500
FILING_RECEIVED
VESTAR PROPERTIES, INC. 401K PLAN
401(k) retirement plan
Active participants
121
Accounts w/ balance
153
Plan assets (EOY)
$22.4M
Net assets (EOY)
$22.4M
How this plan invests
This plan
29 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
100
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
100
Total plan cost
100
Vendor stack
100
Participation health
100
Helping the score
- Below-peer total fees (15 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for VESTAR PROPERTIES, INC..
Plan sponsor
Name
VESTAR PROPERTIES, INC.
EIN
86-0731666
Address
2415 E. CAMELBACK ROAD, SUITE 100 · PHOENIX, AZ · 85016
Phone
(602) 866-0900
Industry
Real Estatesee 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)
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
TULL FORSBERG & OLSON PLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| JOHN HANCOCK RETIREMENT PLAN SERVIC | 01-0233346 | — | RECORDKEEPER | $13K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| THE O'DELL GROUP LLC | 31-1631718 | — | OTHER | $20K | — |
Investments
29 direct securities· $22.1M(99% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| American Funds Bond Fund of Amer R6 Registered Investment Company | — | — | — | $2.2M | 9.8% | |
| American Funds Invmt Co of Amer R6 Registered Investment Company | — | — | — | $1.9M | 8.4% | |
| Vanguard Growth Index Fund Ad Registered Investment Company | — | — | — | $1.7M | 7.5% | |
| American Funds EuroPacific Gr R6 Registered Investment Company | — | — | — | $1.6M | 7.2% | |
| Dodge Cox Stock Fund X Registered Investment Company | — | — | — | $1.6M | 7.0% | |
| Alliance Bernstein Large Cap Growth Fund Z Registered Investment Company | — | — | — | $1.3M | 5.9% | |
| American Funds New Perspective R6 Registered Investment Company | — | — | — | $1.2M | 5.5% | |
| Vanguard 500 Index Adm Registered Investment Company | — | — | — | $1.2M | 5.3% | |
| PIMCO Total Return Instl Registered Investment Company | — | — | — | $1.1M | 5.1% | |
| Vanguard Treasury Money Market Registered Investment Company | — | — | — | $1.0M | 4.6% | |
| Allspring Spc Mid Cap Value R6 Registered Investment Company | — | — | — | $794K | 3.5% | |
| Vanguard Small Cap Index Admr Registered Investment Company | — | — | — | $772K | 3.4% | |
| American Funds Target Date Ret 2050 R6 Registered Investment Company | — | — | — | $746K | 3.3% | |
| American Funds Growth Fund of America R6 Registered Investment Company | — | — | — | $666K | 3.0% | |
| American Funds Target Date Ret 2045 R6 Registered Investment Company | — | — | — | $602K | 2.7% | |
| Macquarie Emerging Markets R6 Registered Investment Company | — | — | — | $559K | 2.5% | |
| Carillon Eagle Mid Cap Growth Registered Investment Company | — | — | — | $537K | 2.4% | |
| American Funds Target Date Ret 2025 R6 Registered Investment Company | — | — | — | $508K | 2.3% | |
| Party Identity of Issue, Borrower, Lessor, or Description of Investment Cost Current in Similar Party Including Maturity Date, Rate ^ Value Interest of Interest, Collateral, Par or (*) Maturity Value American Funds American Balanced R6 Registered Investment Company | — | — | — | $459K | 2.0% | |
| American Funds Target Date Ret 2030 R6 Registered Investment Company | — | — | — | $394K | 1.8% | |
| American Funds Target Date Ret 2035 R6 Registered Investment Company | — | — | — | $333K | 1.5% | |
| American Funds Target Date Ret 2060 R6 Registered Investment Company | — | — | — | $232K | 1.0% | |
| American Funds Target Date Ret 2040 R6 Registered Investment Company | — | — | — | $214K | 1.0% | |
| American Funds Target Date Ret 2055 R6 Registered Investment Company | — | — | — | $188K | 0.8% | |
| maturing at various times * Vestar Properties, Inc. 401(k) Plan through 2028. -0- | — | — | — | $179K | 0.8% | |
| Oberweis SC Opport Instl Registered Investment Company | — | — | — | $36K | 0.2% | |
| FMI Common Stock Fund Instl Registered Investment Company | — | — | — | $32K | 0.1% | |
| American Funds Target Date Ret 2015 R6 Registered Investment Company | — | — | — | $21K | <0.1% | |
| American Funds Target Date Ret 2020 R6 Registered Investment Company | — | — | — | $6K | <0.1% |
Related plans
Other plans using THE O'DELL GROUP LLC
Similar-size Real Estate plans
COMMUNITY MANAGEMENT HOLDINGS TOPCO, LLC
COMMUNITY MANAGEMENT HOLDINGS 401(K) SALARY REDUCTION PLAN
$22.5M · 941 participants
FREEMAN WEBB COMPANY, REALTORS
FREEMAN WEBB COMPANY, REALTORS 401(K) SALARY REDUCTION PLAN
$22.3M · 610 participants
FEMCO, INC. D.B.A. THE FINGER COMPANIES
THE FINGER COMPANIES 401(K) PLAN
$22.7M · 184 participants
REDICO, LLC.
REDICO RETIREMENT SAVINGS PLAN
$22.8M · 515 participants
KISCO SENIOR LIVING, LLC
KISCO SENIOR LIVING, LLC EMPLOYEE SAVINGS AND PROFIT SHARING PLAN
$22.0M · 118 participants
PAN AM EQUITIES, INC.
PAN AM EQUITIES, INC. 401(K) PLAN
$22.8M · 132 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