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THE APARTMENT COMPANY — THE APARTMENT COMPANY 401(K) PROFIT SHARING PLAN & TRUST, Form 5500 (2024) | Form 5500 Search
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Original filing (PDF)
20250407141123NAL0026969184001
THE APARTMENT COMPANY
Form 5500-SF
FILING_RECEIVED
THE APARTMENT COMPANY 401(K) PROFIT SHARING PLAN & TRUST
401(k) retirement plan
Signals · 1
No auditor on file
Active participants
122
Accounts w/ balance
21
Plan assets (EOY)
$234K
Net assets (EOY)
$234K
Plan health score (directional)
72
/ 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
60
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
THE APARTMENT COMPANY
.
Find decision makers
Plan sponsor
Name
THE APARTMENT COMPANY
EIN
95-4460771
Address
560 N COAST HIGHWAY 101 · ENCINITAS, CA · 920242038
Phone
(760) 632-1434
Industry
Other Services (ex. Public Admin)
see all
Plan administrator
Name
ERISA FIDUCIARY SERVICES, INC.
EIN
47-1637791
City
HAUPPAUGE, NY
Phone
(631) 249-0500
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-04-07
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
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$234K · 25 participants
CREATIVE BUILDS CORPORATION
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GOLDEN GLOBAL INSURANCE LLC 401(K) PROFIT SHARING PLAN & TRUST
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INDEPENDENT PATHOLOGY CONSULTANT OF PR INC
INDEPENDENT PATHOLOGY CONSULTANT OF PR INC RETIREMENT PLAN
$234K · 1 participants
65
Knocking points off
No independent qualified public accountant (IQPA) named.
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.
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
AUTOMATIC FINANCE LLC
AUTOMATIC FINANCE LLC 401(K) PROFIT SHARING PLAN & TRUST
$234K · 11 participants
OCHO RIOS ATLANTA INC
OCHO RIOS ATLANTA INC 401(K) PROFIT SHARING PLAN & TRUST
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$88.3B
