Villa Marin Homeowners Assn 401(k) match, vesting and fees
What Villa Marin Homeowners Assn's 401(k) plan says about matching contributions
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Recordkeeper | Stancorp Financial Group | Schedule C ↗ |
| Independent auditor | Lee Cpa Audit Group (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
| Late participant contributions | Reported on the filing | Schedule H ↗ |
How the plan compares
Plan year 2025 medians for 502 defined-contribution plans in real estate and rental and leasing with 100 to 499 participants.
| Villa Marin Homeowners Assn: employer contribution per participant | $1,754 | |
| Peer median | $1,772 |
| Villa Marin Homeowners Assn: average balance | $74,805 | |
| Peer median | $60,900 |
| Villa Marin Homeowners Assn: admin expenses ÷ assets | 0.02% | |
| Peer median | 0.38% |
Admin expenses are the plan's reported administrative expenses divided by its assets; they do not include fund expense ratios.
Plan history
Plan assets went from $7.9M at the end of plan year 2021 to $10M at the end of plan year 2025.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2025 | 167 | $10M | $235K | $1,754 | 0.02% | Not published | Form 5500 ↗ |
| 2024 | 161 | $8.7M | $259K | $1,947 | 0.02% | Not published | Form 5500 ↗ |
| 2023 | 148 | $7.6M | — | — | 0.02% | Not published | Form 5500 ↗ |
| 2022 | 165 | $6.9M | $233K | $1,595 | 0.02% | Not published | Form 5500 ↗ |
| 2021 | 170 | $7.9M | $235K | $1,459 | 0.05% | Not published | Form 5500 ↗ |
Common questions
Does Villa Marin Homeowners Assn match 401(k) contributions?
The match terms for the Villa Marin Homeowners Assn Profit Sharing 401(k) Plan have not been published from its filing yet. The plan year 2025 filing reports $235K in employer contributions, about $1,754 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Villa Marin Homeowners Assn 401(k) match vested?
The vesting schedule for the Villa Marin Homeowners Assn Profit Sharing 401(k) Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Villa Marin Homeowners Assn 401(k)?
The recordkeeper listed on Schedule C of the plan year 2025 filing is Stancorp Financial Group. The plan administrator is Villa Marin Homeowners Assn.
I left Villa Marin Homeowners Assn. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Villa Marin Homeowners Assn, (415) 492-2658) or the recordkeeper, Stancorp Financial Group. The Villa Marin Homeowners Assn old 401(k) page lists the contacts from every plan filing. Find an old Villa Marin Homeowners Assn 401(k)
Data from the public Form 5500 annual reports Villa Marin Homeowners Assn filed with the U.S. Department of Labor (plan years 2021 and 2022 and 2023 and 2024 and 2025) and, where noted, the attached independent auditor's report. Plan terms may have changed since the filing; check your current Summary Plan Description. PlanFacts is not affiliated with Villa Marin Homeowners Assn. Not financial advice. Report a correction · Methodology