How big is Amigos Development Corporation's plan?

Amigos Development Corporation's plan reported $23.2M in assets and 1,530 participants for 2024.

Original filing (PDF)20250918045224NAL0000500595001

Amigos Development Corporation

Name: Amigos Development Corporation — Amigos Development, Form 5500 (2024)
Creator: Amigos Development Corporation
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Amigos Development Corporation 401(k) Plan

401(k) retirement plan · Amigos Development Corporation's Amigos Development Corporation 401(k) Plan held $23.2M in plan assets for 1,530 participants in 2024, with Empower as recordkeeper.

Signals · 1

Corrective distributions issued

Active participants

1,530

Accounts w/ balance

387

Plan assets (EOY)

$23.2M

Net assets (EOY)

$23.2M

Plan identifiers

Amigos Development Corporation's EIN is 01-0557729.

EIN 01-0557729

Plan number 001

Plan year 2024

ACK ID 20250918045224NAL0000500595001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Amigos Development Corporation from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Amigos Development Corporation's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for AMIGOS DEVELOPMENT CORPORATION.

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How this plan invests

This plan

32 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score

Average plan with room to improve

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool.

Compliance & integrity

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

Corrective distributions issued (likely failed ADP/ACP testing).
Total administrative cost in the bottom quartile of peers (21st percentile).
Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (2nd percentile).
Bottom-decile employer contributions per participant (9th percentile).

Plan sponsor

Name

AMIGOS DEVELOPMENT CORPORATION

EIN

all filings

Address

3299 HORSELESS CARRIAGE LANE · NORCO, CA · 92860

Phone

(951) 284-3456

Industry

Construction

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

2025-09-18

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Service providers (Schedule C)

4 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
EMPOWER ANNUITY INSURANCE CO OF AME	—	GREENWOOD VILLAGE, CO	RECORDKEEPER	$42K	—

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
MORGAN STANLEY	—	NEW YORK, NY	INVESTMENT ADVISOR	$41K	—

Investments

32 direct securities· $23.2M(100% of reported assets)

Mutual Funds

$18.9M

20 holdings

Other securities

$3.2M

9 holdings

Bonds / Notes

$716K

1 holding

Common Collective Trusts

$384K

2 holdings

					% of plan
American Funds American Funds 2030 TRGT Date Retire R6	Mutual Funds	—	—	$3.2M	13.8%
American Funds American Funds 2025 TRGT Date Retire R6	Mutual Funds	—	—	$3.1M	13.4%
American Funds American Funds 2035 TRGT Date Retire R6	Mutual Funds	—	—	$3.0M	12.9%
Empower Guaranteed Portfolio Fund	Other securities	—	—	$2.8M	11.9%
American Funds American Funds 2040 TRGT Date Retire R6	Mutual Funds	—	—	$2.2M	9.7%
American Funds American Funds 2050 TRGT Date Retire R6	Mutual Funds	—	—	$1.7M	7.5%
American Funds American Funds 2045 TRGT Date Retire R6	Mutual Funds	—	—	$1.4M	5.9%
American Funds American Funds 2055 TRGT Date Retire R6	Mutual Funds	—	—	$1.3M	5.5%
American Funds American Funds American Balanced R6	Mutual Funds	—	—	$1.2M	5.3%
American Funds American Funds 2020 TRGT Date Retire R6	Mutual Funds	—	—	$1.2M	5.2%
Participants Participant Loans Rates from 3.25% to 9.50%	Bonds / Notes	—	—	$716K	3.1%
Vanguard 500 Index Admiral	Common Collective Trusts	—	—	$314K	1.4%
Pimco Income Institutional	Mutual Funds	—	—	$226K	1.0%
American Century American Century Mid Cap Value R6	Other securities	—	—	$188K	0.8%
Vanguard Developed Markets Index Admiral	Mutual Funds	—	—	$114K	0.5%
Vanguard Mid Cap Index Fund - Admiral	Common Collective Trusts	—	—	$70K	0.3%
Empower US Govt Securities Fund Inv	Other securities	—	—	$67K	0.3%
JPMorgan US Research Enhanced Equity R6	Other securities	—	—	$62K	0.3%
American Funds American Funds 2060 TRGT Date Retire R6	Mutual Funds	—	—	$45K	0.2%
Vanguard Explorer Admiral	Mutual Funds	—	—	$37K	0.2%
JPMorgan Large Cap Value	Other securities	—	—	$30K	0.1%
Vanguard Mid-Cap Value Index Admiral	Mutual Funds	—	—	$29K	0.1%
Vanguard Small Cap Index Adm	Mutual Funds	—	—	$27K	0.1%
American Funds American Funds Europacific GR R6	Mutual Funds	—	—	$24K	0.1%
American Funds American Funds 2065 TRGT Date Retire R6	Mutual Funds	—	—	$23K	<0.1%
DWS Reef Real Estate Securities Institutional	Other securities	—	—	$20K	<0.1%
Pioneer Fundamental Growth Y	Other securities	—	—	$16K	<0.1%
Pioneer Bond Y	Other securities	—	—	$13K	<0.1%
Franklin Small Cap Value R6	Mutual Funds	—	—	$12K	<0.1%
American Funds American Funds New Perspective R6	Mutual Funds	—	—	$10K	<0.1%
Janus Henderson Enterprise	Mutual Funds	—	—	$10K	<0.1%
Pioneer Classic Balanced ESG Y	Other securities	—	—	$5K	<0.1%