Back to filter
Original filing (PDF)20250826153707NAL0015413680001
AZURITE PROFESSIONAL COMMUNITY, INC.
Form 5500
FILING_RECEIVED
AZURITE PROFESSIONAL COMMUNITY EMPLOYEE STOCK OWNERSHIP PLAN
Defined-contribution retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
227
Accounts w/ balance
339
Plan assets (EOY)
$23.5M
Net assets (EOY)
$23.1M
Plan health score (directional)
87
/ 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
75
Total plan cost
75
Vendor stack
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
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.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for AZURITE PROFESSIONAL COMMUNITY, INC..
Plan sponsor
Name
AZURITE PROFESSIONAL COMMUNITY, INC.
EIN
93-4207776
Address
5454 VENICE AVENUE NE · SUITE D · ALBUQUERQUE, NM · 87113
Phone
(505) 299-0942
Industry
Engineering Services· Professional & Technical Servicessee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
003
Plan year
2023
Plan year begin
2023-11-01
Tax period
2024-10-31
Filed
2025-08-26
Pension benefit codes
2I · Stock bonus
2O · ESOP (non-leveraged)
3H · Sponsor in controlled / affiliated group
3I · Requires investment in employer securities
Audit & trust (Schedule H)
Auditor
REDW ADVISORS & CPAS
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
No Schedule C providers reportedInvestments
The Schedule of Assets is filed as a free-form PDF attachment on EFAST2; we parse these offline and coverage is partial (priority is the largest plans by EOY assets). This plan also reports no pooled (Schedule D) interests, so its holdings aren’t hidden on a master-trust filing. The line-item data lives on DOL EFAST2 under the same ACK_ID.
See Methodology > Data linkages for how Form 5500 / Schedule H / Schedule D / Schedule of Assets fit together.
Related plans
Similar-size Engineering Services plans
DKS ASSOCIATES
DKS ASSOCIATES EMPLOYEE STOCK OWNERSHIP PLAN & TRUST
$23.5M · 133 participants
MONTEREY PENINSULA ENGINEERING
MONTEREY PENINSULA ENGINEERING RETIREMENT SAVINGS PLAN
$23.5M · 111 participants
ACENTECH INCORPORATED
ACENTECH INCORPORATED 401(K) SAVINGS AND INVESTMENT PLAN
$23.6M · 75 participants
WHKS & CO
WHKS & CO. SAVINGS PLAN
$23.6M · 141 participants
NEUMAN & ESSER USA, INC.
NEA 401(K) SAVINGS PLAN
$23.6M · 147 participants
SCHMUESER GORDON MEYER, INC.
SCHMUESER GORDON MEYER, INC. 401(K) PLAN
$23.5M · 116 participants
Large plans in New Mexico
LAWRENCE LIVERMORE NAT'L SECURITY, LLC AND TRIAD NAT'L SECURITY, LLC
LAWRENCE LIVERMORE NAT'L SECURITY,LLC AND TRIAD NAT'L SECURITY LLC DEFINED BENEFIT PENSION PLAN GROUP TRUST
$10.2B
NATIONAL TECHNOLOGY & ENGINEERING SOLUTIONS OF SANDIA, LLC
NTESS SAVINGS AND INCOME PLAN
$7.2B · 15,950 participants
NATIONAL TECHNOLOGY & ENGINEERING SOLUTIONS OF SANDIA, LLC
NTESS RETIREMENT INCOME PLAN
$6.2B · 3,118 participants
TRIAD NATIONAL SECURITY, LLC
TRIAD DEFINED BENEFIT PENSION PLAN
$5.6B · 1,851 participants
TRIAD NATIONAL SECURITY, LLC
TRIAD DEFINED CONTRIBUTION PLANS MASTER TRUST
$3.3B
TRIAD NATIONAL SECURITY, LLC
TRIAD 401(K) RETIREMENT PLAN
$2.5B · 12,888 participants