· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
CANYON LAKE PROPERTY OWNERS ASSOCIATION — CANYON LAKE PROPERTY OWNERS ASSOCIATION 401(K) PLAN, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20250710193509NAL0015811378001
CANYON LAKE PROPERTY OWNERS ASSOCIATION
Form 5500-SF
FILING_RECEIVED
CANYON LAKE PROPERTY OWNERS ASSOCIATION 401(K) PLAN
401(k) retirement plan
Active participants
96
Accounts w/ balance
56
Plan assets (EOY)
$2.9M
Net assets (EOY)
$2.9M
Plan health score (directional)
86
/ 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
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
CANYON LAKE PROPERTY OWNERS ASSOCIATION
.
Find decision makers
Plan sponsor
Name
CANYON LAKE PROPERTY OWNERS ASSOCIATION
EIN
95-2584739
Address
31512 RAILROAD CANYON RD · CONYON LAKE, CA · 925879400
Phone
(951) 244-6841
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
2025-07-10
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
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
SEA OATS MANAGEMENT, LLC
SEA OATS 401(K) RETIREMENT PLAN
$2.9M · 92 participants
HOLLAND LAND TITLE & ABSTRACT CO., INC.
HOLLAND LAND TITLE & ABSTRACT CO., INC.
$2.9M · 16 participants
COLYEAR DEVELOPMENT CORPORATION
COLYEAR DEVELOPMENT CORPORATION 401(K) PROFIT SHARING PLAN AND
$2.9M · 6 participants
MAURIE MCGUIRE, SOLE PROPRIETOR
JACK PEAK RETIREMENT PLAN
$2.9M · 2 participants
JENET MANAGEMENT, LLC
THE LUPOLI COMPANIES 401(K)
80
Knocking points off
58% balance-to-active ratio — below typical for a healthy 401(k).
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.
$2.9M · 151 participants
MARIPOSA REAL ESTATE ADVISORS, LLC
MARIPOSA REAL ESTATE ADVISORS, LLC 401(K) PLAN
$2.9M · 2 participants
Large plans in California
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND
$215.1B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND E
$190.9B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND F
$188.1B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
RUSSELL 1000 INDEX FUND
$187.7B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
CASH EQUIVALENT FUND II
$125.0B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
BLACKROCK MSCI ACWI EX-US IMI INDEX FUND E
$88.3B
