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HERITAGE PALMS HOMEOWNERS ASSOCIATION — HERITAGE PALMS HOMEOWNERS ASSOCIATION 401(K) PLAN, Form 5500 (2024) | Form 5500 Search
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Original filing (PDF)
20250617140956NAL0004368610001
HERITAGE PALMS HOMEOWNERS ASSOCIATION
Form 5500-SF
FILING_RECEIVED
HERITAGE PALMS HOMEOWNERS ASSOCIATION 401(K) PLAN
401(k) retirement plan
Active participants
83
Accounts w/ balance
41
Plan assets (EOY)
$1.8M
Net assets (EOY)
$1.8M
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
HERITAGE PALMS HOMEOWNERS ASSOCIATION
.
Find decision makers
Plan sponsor
Name
HERITAGE PALMS HOMEOWNERS ASSOCIATION
EIN
95-4570216
Address
44291 S. HERITAGE PALMS DR. · INDIO, CA · 92201
Phone
(760) 772-5755
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
2025-06-17
Pension benefit codes
2E · Profit-sharing
2G · Total participant-directed accounts
2F · ERISA section 404(c)
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Service providers (Schedule C)
Small plans don't disclose service providers
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Knocking points off
Only 49% 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.
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
$1.8M · 10 participants
NEW BM MANAGEMENT, INC.
BM MANAGEMENT, INC. RETIREMENT PLAN
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