Department of Labor filing

BELLA VISTA VILLAGE PROPERTY

BELLA VISTA VILLAGE PROPERTY OWNERS ASSOCIATION 401(K) · For the plan year ended Dec 31, 2024

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Public filing 2024 · received Oct 7, 2025Verified current terms Not available

Plan at a glance

How good does the filing look?

48filing comparison
out of 100

The filing looks broadly typical among comparable plans. This is a filing comparison, not a complete benefits score.

$Employer support

$1,792

Reported employer contributions per active participant.

Higher than about 36% of comparable plans

#People in the filing

373

Active participants reported for 2024.

The filing does not say how many employees are currently contributing.

¢Visible plan-paid fees

$23 / participant

Reported administrative expense—not every fee an employee may pay.

Lower cost than about 75% of comparable plans

↗Investment performance

Not available

Plan assets changed 26.4%, but that includes contributions, withdrawals, and market movement.

Asset change is not investment performance.

What we still need to judge the benefit

Current match formula, vesting, eligibility, investment choices, fund expense ratios, and employee-level fees.

See missing terms ↓

Filing comparison · 202448out of 100 among similar-size plans in the same industry when enough peers exist

How this filing compares

Reported employer contributions36th percentileTypical peer $2,620 · based on 595 comparable plans

Lower reported administrative expense75th percentileTypical peer $101 · based on 590 comparable plans

This comparison uses historical filing figures. It does not compare current match formulas, vesting, investments, or employee fees.

The short version

What the latest filing tells us

For the plan year ended Dec 31, 2024, BELLA VISTA VILLAGE PROPERTY reported $668,288 in employer contributions across the plan and 373 active participants. That works out to $1,792 per active participant. It is useful context, but it is not the current match formula and it does not show what any one employee received.

Participation proxy76%

Active participants divided by all end-of-year plan participants. This is not the company participation rate because the filing does not report every eligible employee.

Employer money trendUp 11.2%

Change in reported employer contribution per active participant across the filing history shown.

Expense trendDown 4.2%

Change in reported administrative expense per participant. Investment expenses may not be included.

Peer context48/100

A filing comparison among similar-size plans in the same industry when enough peers exist.

Where the public filing stops

Current match, vesting, eligibility, employee fees, and investment choices require a dated plan document. Until we have one, those details stay blank.

Latest financial record

Contributions, assets, and expenses

These figures are reported totals for the plan—not individual account balances or promises to any employee.

Employer contributions: $668,288
Participant contributions: $1,029,098
Other contributions: $96,943
Employer share of reported contributions: 39.4%
Beginning assets: $10,711,127
Ending assets: $13,537,401
Ending net assets: $13,537,401
Ending liabilities: $0
Total income: $3,589,457
Total expenses: $763,183
Administrative expenses: $10,824
Participant loans: $200,899

Three-year filing history

How the reported figures changed

Each chart uses its own scale and starts at zero. When the filing has no value, the chart says so rather than turning it into a zero.

Employer contributions reported per active participant

2022

$1,611

2023

$1,569

2024

$1,792

Plan-paid administrative expenses per participant

2022

$24

2023

$21

2024

$23

Active participants

2022

251

2023

356

2024

373

Detailed filing history
Plan year	Per active participant	Active participants	Plan assets	Filing ID
2024	$1,792	373	13.5M	20251007053044NAL0002260115001
2023	$1,569	356	10.7M	20240926053003NAL0000159395001
2022	$1,611	251	9.2M	20231011012353NAL0058890018001

Changes in plan assets are not the same as investment performance. Each row uses the selected public filing for that year.

Plan operations

Details worth knowing

Participant loans as a share of plan assets: 1.5%
Independent accountant’s opinion: Unqualified opinion Code 1
Late participant contributions reported: Not stated in the filing
Public plan identifier: 710390240-001

Reported plan details

Identity and filing status

Plan type: Retirement plan
Employer arrangement: Single-employer plan
Plan effective date: Jan 1, 1988
Industry: Other services
Amended filing: No
Final filing for this plan: No
Short plan year: No
401(k) feature reported: Yes
Show DOL characteristic codes
2E2F2G2J2K2S2T3D

Reported service providers

Organizations named in the latest filing

The public dataset does not always identify a provider’s exact role. Compensation stays blank when it was not separately reported.

Provider	Plan year	Direct compensation	Indirect compensation
BLACKROCK INVESTMENTS, INC.	2024	Not reported	unknown
FIDELITY DISTRIBUTORS CORP.	2024	Not reported	unknown
INVESCO	2024	Not reported	unknown
NUVEEN INVESTMENTS	2024	Not reported	unknown
STATE STREET GLOBAL MARKETS	2024	Not reported	unknown
VANGUARD	2024	Not reported	unknown

Current plan terms

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Filing ACK_ID20251007053044NAL0002260115001

Data sourceDOL Form 5500 bulk data ↗

Filing searchEFAST2 ↗