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Original filing (PDF)20250918045224NAL0000500595001
AMIGOS DEVELOPMENT CORPORATION
Form 5500
FILING_RECEIVED
AMIGOS DEVELOPMENT CORPORATION 401(K) PLAN
401(k) retirement plan
Active participants
1,530
Accounts w/ balance
387
Plan assets (EOY)
$23.2M
Net assets (EOY)
$23.2M
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 (directional)
86
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
100
Total plan cost
65
Vendor stack
100
Participation health
65
Knocking points off
- 50 bps in Schedule C fees — 73% above peer band of 29 bps.
- Only 25% as many balances as active participants — suggests many active employees aren't deferring.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for AMIGOS DEVELOPMENT CORPORATION.
Plan sponsor
Name
AMIGOS DEVELOPMENT CORPORATION
EIN
01-0557729
Address
3299 HORSELESS CARRIAGE LANE · NORCO, CA · 92860
Phone
(951) 284-3456
Industry
Constructionsee 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
2025-09-18
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)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
CLIFTONLARSONALLEN LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
4 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE CO OF AME | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $42K | — |
Advisor / Consultant
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MORGAN STANLEY | — | NEW YORK, NY | INVESTMENT ADVISOR | $41K | — |
| CLIFTON LARSON ALLEN WEALTH ADVISOR | — | PHILADELPHIA, PA | INVESTMENT ADVISOR | $18K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| QUALIFIED SERVICES INC DBA HICKS | 77-0155091 | SAN LUIS OBISPO, CA | — | $16K | — |
Investments
32 direct securities· $23.2M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| American Funds American Funds 2030 TRGT Date Retire R6 | — | — | — | $3.2M | 13.8% | |
| American Funds American Funds 2025 TRGT Date Retire R6 | — | — | — | $3.1M | 13.4% | |
| American Funds American Funds 2035 TRGT Date Retire R6 | — | — | — | $3.0M | 12.9% | |
| Empower Guaranteed Portfolio Fund | — | — | — | $2.8M | 11.9% | |
| American Funds American Funds 2040 TRGT Date Retire R6 | — | — | — | $2.2M | 9.7% | |
| American Funds American Funds 2050 TRGT Date Retire R6 | — | — | — | $1.7M | 7.5% | |
| American Funds American Funds 2045 TRGT Date Retire R6 | — | — | — | $1.4M | 5.9% | |
| American Funds American Funds 2055 TRGT Date Retire R6 | — | — | — | $1.3M | 5.5% | |
| American Funds American Funds American Balanced R6 | — | — | — | $1.2M | 5.3% | |
| American Funds American Funds 2020 TRGT Date Retire R6 | — | — | — | $1.2M | 5.2% | |
| Participants Participant Loans Rates from 3.25% to 9.50% | — | — | — | $716K | 3.1% | |
| Vanguard 500 Index Admiral | — | — | — | $314K | 1.4% | |
| Pimco Income Institutional | — | — | — | $226K | 1.0% | |
| American Century American Century Mid Cap Value R6 | — | — | — | $188K | 0.8% | |
| Vanguard Developed Markets Index Admiral | — | — | — | $114K | 0.5% | |
| Vanguard Mid Cap Index Fund - Admiral | — | — | — | $70K | 0.3% | |
| Empower US Govt Securities Fund Inv | — | — | — | $67K | 0.3% | |
| JPMorgan US Research Enhanced Equity R6 | — | — | — | $62K | 0.3% | |
| American Funds American Funds 2060 TRGT Date Retire R6 | — | — | — | $45K | 0.2% | |
| Vanguard Explorer Admiral | — | — | — | $37K | 0.2% | |
| JPMorgan Large Cap Value | — | — | — | $30K | 0.1% | |
| Vanguard Mid-Cap Value Index Admiral | — | — | — | $29K | 0.1% | |
| Vanguard Small Cap Index Adm | — | — | — | $27K | 0.1% | |
| American Funds American Funds Europacific GR R6 | — | — | — | $24K | 0.1% | |
| American Funds American Funds 2065 TRGT Date Retire R6 | — | — | — | $23K | <0.1% | |
| DWS Reef Real Estate Securities Institutional | — | — | — | $20K | <0.1% | |
| Pioneer Fundamental Growth Y | — | — | — | $16K | <0.1% | |
| Pioneer Bond Y | — | — | — | $13K | <0.1% | |
| Franklin Small Cap Value R6 | — | — | — | $12K | <0.1% | |
| American Funds American Funds New Perspective R6 | — | — | — | $10K | <0.1% | |
| Janus Henderson Enterprise | — | — | — | $10K | <0.1% | |
| Pioneer Classic Balanced ESG Y | — | — | — | $5K | <0.1% |
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