Filings through Oct 24, 2026.

Azurite Professional Community 401(k) Employee Stock Ownership Plan (KSOP)

Name: AZURITE PROFESSIONAL COMMUNITY, INC. - AZURITE PROFESSIONAL COMMUNITY 401(K) EMPLOYEE STOCK OWNERSHIP PLAN (KSOP) (2025) Form 5500
Creator: AZURITE PROFESSIONAL COMMUNITY, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, AZURITE PROFESSIONAL COMMUNITY 401(K) EMPLOYEE STOCK OWNERSHIP PLAN (KSOP), AZURITE PROFESSIONAL COMMUNITY, INC.

Azurite Professional Community, Inc.EIN 93-4207776Plan #003PY 2025Filed Aug 14, 2026

5454 VENICE AVE NE, SUITE D - ALBUQUERQUE, NM 87113505-299-0942

Other plans on this EIN

1 filing

#002Retirement

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Prospect flags

1 of 17 flags tripped on the 2025 filing.

How flags work

Opportunity
Low participant contribution
Participant contribution per participant is in the bottom quintile of the peer cohort.
Schedule H, line 2a(1)(B)

Total assets (EOY)

$60.2M

+155.7% from 2024

Total participants

441

+29.3% from 2024

Average account balance

$139,994

+101.6% from 2024

Annual return

159.25%

+89.19 pp from 2024

Benchmarks

This section compares the plan with plans of the same size, type and industry, and shows how it moved year over year.

Peer benchmarks

We rank each metric against plans of the same size, type and industry.

Schedule H, Parts I and II See about 3,283 peers

Industry: 54 - Professional, Scientific, and Technical Services
Plan type: Defined contribution
Participants: 250-999
Cohort: 3,283 peers
Snapshot: 2025

MetricThis planAmong peersPercentile

Annual return

Percentile

Average balance

Percentile

Participation rate

Percentile

Employer contribution per participant

Percentile

Employee contribution per participant

Percentile

Administrative expense per participant

Percentile

Middle 50% of peersPeer medianThis plan

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Plan history

Fewer than 3 years of filings on record. Charts show once 3 consecutive filings are on file.

2025 filing

Total assets (EOY): $60,197,552
Participants: 441
Contributions: $2,831,389
Annual return: 159.25%

Expense breakdown

$58K in admin expenses, $131 per participant (all participants, line 6f).

Schedule H, line 2i

Contract admin$58K (100%)

Admin expense ratio

0.096%

Admin expenses as % of EOY assets; fund fees not included

Categories reported

1 / 9

subdivided buckets used

Investments

This section lists the funds on the plan's investment schedule and what changed since the prior filing.

Fund lineup

22 funds of $250K or more, counting each target-date vintage; shown as 21 lines, holding $28.8M of the plan's $60.2M. Recordkeeper: Principal.

2025 filing, Schedule H, line 4i

In collective trusts0%median 0% for plans of $50M to $250M (12,546 plans)

In index funds24%median 25% for plans of $50M to $250M (12,546 plans)

In the main target-date series43%median 37% for plans of $50M to $250M (12,546 plans)

Employer stockYes

Target-date series: Principal LifeTime, other, 43% of fund dollars

Fund	Manager	Vehicle	Dollars	% of funds%
Principal LifeTime Principal · Insurance contract Target-date, 11 vintagesRecordkeeper's own fund	Principal	Insurance contract	$12.5M	43.4%
Prin LgCp S&P 500 Index SA-Z Principal · Insurance contract IndexRecordkeeper's own fund	Principal	Insurance contract	$5.8M	20.2%
Prin LargeCap Growth I SA-Z Principal · Insurance contract Recordkeeper's own fund	Principal	Insurance contract	$1.8M	6.2%
Prin Diversified Intl SA-Z Principal · Insurance contract Recordkeeper's own fund	Principal	Insurance contract	$1.7M	6.0%
Principal MidCap SA-Z Principal · Insurance contract Recordkeeper's own fund	Principal	Insurance contract	$1.4M	4.7%
Prin Core Plus Bond Sep Acct-Z Principal · Insurance contract Recordkeeper's own fund	Principal	Insurance contract	$1.1M	4.0%
Prin SmCap S&P 600 Index SA-Z Principal · Insurance contract IndexRecordkeeper's own fund	Principal	Insurance contract	$619K	2.2%
Prin LargeCap Value III SA-Z Principal · Insurance contract Recordkeeper's own fund	Principal	Insurance contract	$583K	2.0%
Principal Stable Value Z Fund Principal · Insurance contract Recordkeeper's own fund	Principal	Insurance contract	$524K	1.8%
Prin MidCap S&P 400 Index SA-Z Principal · Insurance contract IndexRecordkeeper's own fund	Principal	Insurance contract	$485K	1.7%

Fund	Manager	Vehicle	Dollars	% of funds
Name available on Pro	Name available on Pro	Available on Pro	Dollar amount available on Pro	Percentage available on Pro
Name available on Pro	Name available on Pro	Available on Pro	Dollar amount available on Pro	Percentage available on Pro
Name available on Pro	Name available on Pro	Available on Pro	Dollar amount available on Pro	Percentage available on Pro

11 more funds in this lineup: name, manager, vehicle, dollars and share are on Pro.

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Covers 71,410 large plans that list their funds in their annual filing. Updated Nov 6, 2026. Shares describe these plans, not the whole market.

Providers

This section shows who is paid to serve the plan, who audits it and who signs the filing.

Service providers

Top 5 by compensation.

Schedule C

Provider	Service type	Compensation
PRINCIPAL FINANCIAL GROUP1 year Filed as: PRINCIPAL LIFE INSURANCE COMPANY Service code 13 · EIN 42-0127290 Contract Administrator	Contract Administrator	$93,893
CETERA FINANCIAL GROUP1 year Filed as: CETERA ADVISOR NETWORKS INSURANCE S Service code 49 · EIN 33-0232417 Other Services	Other Services	$0
MORNINGSTAR1 year Filed as: MORNINGSTAR INVESTMENT MANAGEMENT L Service code 26 · EIN 36-4317381 Advisory (Participants)	Advisory (Participants)	$0
PATTISON PENSION SPECIALISTS, INC.1 year Filed as: PATTISON PENSION SPECIALISTS Service code 49 · EIN 85-0437924 Other Services	Other Services	$0
WILSHIRE ASSOCIATES INCORPORATED1 year Filed as: WILSHIRE ADVISORS LLC Service code 27 · EIN 95-2755361 Advisory (Plan)	Advisory (Plan)	$0

Audit opinion

Schedule H, Part III

Unqualified opinion

The auditor signed off without reservation. This is the cleanest opinion.

Auditor: REDW ADVISORS & CPAS
Auditor EIN: 85-0203431
Audit fees: Not reported separately
Opinion code: Unqualified

Plan design

Plan features from the filing, actuarial disclosures and related pages.

Plan features

12 feature codes on the 2025 filing.

Line 8a

Plan feature codes2A2E2F2H2I2J2K2O2S3D3H3I

2A
Age/service weighted or new comparability plan
Age/service weighted plan where allocations are based on age service or age and service; or new comparability or similar plan where allocations are based on participant classifications consisting entirely or predominantly of highly compensated employees or the plan provides an additional allocation rate on compensation above a specified threshold that exceeds the permitted disparity limits of Code section 401(l).
2E
Profit-sharing
Profit-sharing plan.
2F
ERISA section 404(c) plan
This plan or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1 (shifting investment responsibility to participants).
2H
Partial participant-directed account plan
Participants have the opportunity to direct the investment of a portion of the assets allocated to their individual accounts regardless of whether 29 CFR 2550.404c-1 is intended to be met.
2I
Stock bonus
Stock bonus plan.
2J
Code section 401(k) feature
Cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan under which employees may elect to defer part of their compensation or receive these amounts in cash.
2K
Code section 401(m) arrangement
Employee contributions are allocated to separate accounts under the plan or employer contributions are based in whole or in part on employee deferrals or contributions to the plan. Not applicable to 401(k) plans with only QNECs and/or QMACs or to 403(b)(1) 403(b)(7) or 408 arrangements.
2O
ESOP other than a leveraged ESOP
Employee stock ownership plan that is not leveraged.
2S
Automatic enrollment
Plan provides for automatic enrollment in plan that has elective contributions deducted from payroll.
3D
Pre-approved pension plan
A master prototype or volume submitter plan that is the subject of a favorable opinion or advisory letter from the IRS.
3H
Controlled group member
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b) (c) or (m)).
3I
Employer securities investment required
Plan requiring that all or part of employer contributions be invested and held at least for a limited period in employer securities.

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Fund

Dollars

% of funds%

Principal LifeTime