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ISLANDIA HOMEOWNERS ASSOCIATION — ISLANDIA HOMEOWNERS ASSOCIATION 401(K), Form 5500 (2024) | Form 5500 Search
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Original filing (PDF)
20250718052915NAL0001837296001
ISLANDIA HOMEOWNERS ASSOCIATION
Form 5500-SF
FILING_RECEIVED
ISLANDIA HOMEOWNERS ASSOCIATION 401(K)
401(k) retirement plan
Active participants
6
Accounts w/ balance
1
Plan assets (EOY)
$3K
Net assets (EOY)
$3K
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
ISLANDIA HOMEOWNERS ASSOCIATION
.
Find decision makers
Plan sponsor
Name
ISLANDIA HOMEOWNERS ASSOCIATION
EIN
94-1727473
Address
1138 ISLAND DR · ALAMEDA, CA · 94502
Phone
(510) 316-4937
Industry
Other Services (ex. Public Admin)
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-11-01
Tax period
2024-12-31
Filed
2025-07-18
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 Other Services (ex. Public Admin) plans
TFS INVESTMENTS
TFS INVESTMENTS 401(K) PLAN
$3K · 2 participants
CHRISTOPHER JAMES BONOMI
CHRISTOPHER JAMES BONOMI 401(K) PROFIT SHARING PLAN & TRUST
$3K · 4 participants
MIDGETTE TRUCKING COMPANY LLC
MIDGETTE TRUCKING COMPANY LLC 401K PLAN
$3K · 2 participants
TOGETHER PICTURES INC
TOGETHER PICTURES INC 401(K) PROFIT SHARING PLAN & TRUST
$3K · 48 participants
A.J. KREUZKAMP ASSOCIATES
A.J. KREUZKAMP ASSOCIATES
65
Knocking points off
Only 17% 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.
$3K · 3 participants
7017 EAST MCDOWELL ROAD LLC
7017 E MCDOWELL ROAD LLC 401(K) PROFIT SHARING PLAN & TRUST
$3K · 11 participants
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BLACKROCK MSCI ACWI EX-US IMI INDEX FUND E
$88.3B
