Back to filter
Original filing (PDF)20251014140929NAL0006238642001
L&M DEVELOPMENT PARTNERS LLC
Form 5500
FILING_RECEIVED
L&M DEVELOPMENT PARTNERS LLC 401K RETIREMENT SAVINGS PLAN
401(k) retirement plan
Signals · 1
98% in single holding
Active participants
535
Accounts w/ balance
528
Plan assets (EOY)
$90.0M
Net assets (EOY)
$90.0M
How this plan invests
This plan
47 pooled trusts
Schedule D
3 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
95
/ 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
75
Total plan cost
100
Vendor stack
100
Participation health
100
Knocking points off
- Top holding "s (participant directed) N/A" is 98% of plan.
Helping the score
- Below-peer total fees (1 bps vs 16 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for L&M DEVELOPMENT PARTNERS LLC.
Plan sponsor
Name
L&M DEVELOPMENT PARTNERS LLC
EIN
13-3248408
Address
1865 PALMER AVENUE, SUITE 203 · LARCHMONT, NY · 10538
Phone
(914) 833-3000
Industry
Real Estatesee 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
2025-10-14
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
LIPSKY, GOODKIN & CO., P.C.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| JOHN HANCOCK NEW YORK | 13-3646501 | — | RECORDKEEPER | $10K | — |
Investments
3 direct securities · 47 pooled funds· $177.3M(100% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
Pooled Separate Accounts
$87.8M
1 holding
Pooled Separate Account
$87.8M
47 holdings
Uncategorized
$1.6M
2 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| s (participant directed) N/A | Pooled Separate Accounts | — | — | $87.8M | 97.5% | |
| JH LIFESTYLE BLEND GROWTH JOHN HANCOCK NEW YORK · EIN 13-3646501 / PN 000 | Pooled Separate Account | — | — | $9.6M | 10.6% | |
| BLACKROCK LIFEPATH INDEX 2045 JOHN HANCOCK NEW YORK · EIN 13-3646501 / PN 000 | Pooled Separate Account | — | — | $6.8M | 7.5% | |
| JH LIFESTYLE BLEND AGGRESSIVE JOHN HANCOCK NEW YORK · EIN 13-3646501 / PN 000 | Pooled Separate Account | — | — | $6.3M | 7.0% | |
| 500 INDEX FUND JOHN HANCOCK NEW YORK · EIN 13-3646501 / PN 000 | Pooled Separate Account | — | — | $6.1M | 6.8% | |
| BLACKROCK LIFEPATH INDEX 2055 JOHN HANCOCK NEW YORK · EIN 13-3646501 / PN 000 | Pooled Separate Account | — | — | $6.0M | 6.7% | |
| BLACKROCK LIFEPATH INDEX 2050 JOHN HANCOCK NEW YORK · EIN 13-3646501 / PN 000 | Pooled Separate Account | — | — | $5.8M | 6.5% | |
| VANGUARD GROWTH INDEX FUND JOHN HANCOCK NEW YORK · EIN 13-3646501 / PN 000 | Pooled Separate Account | — | — | $4.9M | 5.5% | |
| JH LIFESTYLE BLEND BALANCED JOHN HANCOCK NEW YORK · EIN 13-3646501 / PN 000 | Pooled Separate Account | — | — | $4.5M | 5.0% | |
| VANGUARD VALUE INDEX FUND JOHN HANCOCK NEW YORK · EIN 13-3646501 / PN 000 | Pooled Separate Account | — | — | $4.4M | 4.8% | |
| BLACKROCK LIFEPATH INDEX 2040 JOHN HANCOCK NEW YORK · EIN 13-3646501 / PN 000 | Pooled Separate Account | — | — | $3.4M | 3.7% | |
| BLACKROCK LIFEPATH INDEX 2035 JOHN HANCOCK NEW YORK · EIN 13-3646501 / PN 000 | Pooled Separate Account | — | — | $2.9M | 3.3% | |
| T. ROWE PRICE HEALTH SCI JOHN HANCOCK NEW YORK · EIN 13-3646501 / PN 000 | Pooled Separate Account | — | — | $2.3M | 2.6% | |
| BLACKROCK LIFEPATH INDEX 2030 JOHN HANCOCK NEW YORK · EIN 13-3646501 / PN 000 | Pooled Separate Account | — | — | $2.3M | 2.6% | |
| BLACKROCK LIFEPATH INDEX 2060 JOHN HANCOCK NEW YORK · EIN 13-3646501 / PN 000 | Pooled Separate Account | — | — | $1.7M | 1.9% | |
| FEDERATED HIGH YIELD BOND JOHN HANCOCK NEW YORK · EIN 13-3646501 / PN 000 | Pooled Separate Account | — | — | $1.6M | 1.8% | |
| AMERICAN FUNDS NEW PERSPECTIVE JOHN HANCOCK NEW YORK · EIN 13-3646501 / PN 000 | Pooled Separate Account | — | — | $1.5M | 1.7% | |
| JOHN HANCOCK STABLE VAL JOHN HANCOCK NEW YORK · EIN 13-3646501 / PN 000 | Pooled Separate Account | — | — | $1.5M | 1.7% | |
| Maturities to various dates through 8/20/2039 -0- | — | — | — | $1.3M | 1.5% | |
| SCIENCE & TECHNOLOGY FUND JOHN HANCOCK NEW YORK · EIN 13-3646501 / PN 000 | Pooled Separate Account | — | — | $1.3M | 1.4% | |
| WISDOMTREE MIDCAP DIVIDEND ETF JOHN HANCOCK NEW YORK · EIN 13-3646501 / PN 000 | Pooled Separate Account | — | — | $1.1M | 1.3% | |
| MID CAP INDEX FUND JOHN HANCOCK NEW YORK · EIN 13-3646501 / PN 000 | Pooled Separate Account | — | — | $1.1M | 1.3% | |
| WASHINGTON MUTUAL INVESTORS JOHN HANCOCK NEW YORK · EIN 13-3646501 / PN 000 | Pooled Separate Account | — | — | $909K | 1.0% | |
| JOHN HANCOCK BOND FUND JOHN HANCOCK NEW YORK · EIN 13-3646501 / PN 000 | Pooled Separate Account | — | — | $871K | 1.0% | |
| STRATEGIC INCOME OPP FUND JOHN HANCOCK NEW YORK · EIN 13-3646501 / PN 000 | Pooled Separate Account | — | — | $845K | 0.9% | |
| BLACKROCK LIFEPATH INDEX 2065 JOHN HANCOCK NEW YORK · EIN 13-3646501 / PN 000 | Pooled Separate Account | — | — | $843K | 0.9% | |
| BLACKROCK LIFEPATH INDEX 2025 JOHN HANCOCK NEW YORK · EIN 13-3646501 / PN 000 | Pooled Separate Account | — | — | $801K | 0.9% | |
| JOHN HANCOCK U.S. GROWTH FUND JOHN HANCOCK NEW YORK · EIN 13-3646501 / PN 000 | Pooled Separate Account | — | — | $717K | 0.8% | |
| JH LIFESTYLE BLN CONSERVATIVE JOHN HANCOCK NEW YORK · EIN 13-3646501 / PN 000 | Pooled Separate Account | — | — | $692K | 0.8% | |
| JH LIFESTYLE BLEND MODERATE JOHN HANCOCK NEW YORK · EIN 13-3646501 / PN 000 | Pooled Separate Account | — | — | $668K | 0.7% | |
| TOTAL BOND MARKET FUND JOHN HANCOCK NEW YORK · EIN 13-3646501 / PN 000 | Pooled Separate Account | — | — | $641K | 0.7% | |
| VANGUARD SMALL CAP GROW INDEX JOHN HANCOCK NEW YORK · EIN 13-3646501 / PN 000 | Pooled Separate Account | — | — | $574K | 0.6% | |
| VANGUARD MID-CAP VALUE ETF JOHN HANCOCK NEW YORK · EIN 13-3646501 / PN 000 | Pooled Separate Account | — | — | $525K | 0.6% | |
| VANGUARD TOT WLD STK INDEX ETF JOHN HANCOCK NEW YORK · EIN 13-3646501 / PN 000 | Pooled Separate Account | — | — | $475K | 0.5% | |
| TOTAL STOCK MARKET INDEX FUND JOHN HANCOCK NEW YORK · EIN 13-3646501 / PN 000 | Pooled Separate Account | — | — | $467K | 0.5% | |
| MFS MASSACHUSETTS INVESTORS JOHN HANCOCK NEW YORK · EIN 13-3646501 / PN 000 | Pooled Separate Account | — | — | $463K | 0.5% | |
| INTL EQUITY INDEX FUND JOHN HANCOCK NEW YORK · EIN 13-3646501 / PN 000 | Pooled Separate Account | — | — | $361K | 0.4% | |
| VANGUARD MID-CAP GROWTH ETF JOHN HANCOCK NEW YORK · EIN 13-3646501 / PN 000 | Pooled Separate Account | — | — | $337K | 0.4% | |
| JOHN HANCOCK MID CAP GROWTH JOHN HANCOCK NEW YORK · EIN 13-3646501 / PN 000 | Pooled Separate Account | — | — | $333K | 0.4% | |
| CAPITAL WORLD GROWTH & INCOME JOHN HANCOCK NEW YORK · EIN 13-3646501 / PN 000 | Pooled Separate Account | — | — | $326K | 0.4% | |
| Ronald Moelis, Mass Mutual Financial Group Insured Life Insurance Policy N/A | — | — | — | $299K | 0.3% | |
| VANGUARD SMALL CAP VALUE INDEX JOHN HANCOCK NEW YORK · EIN 13-3646501 / PN 000 | Pooled Separate Account | — | — | $289K | 0.3% | |
| JH DISCIPLINED VALUE INTL FUND JOHN HANCOCK NEW YORK · EIN 13-3646501 / PN 000 | Pooled Separate Account | — | — | $284K | 0.3% | |
| DFA U.S. SMALL CAP FUND JOHN HANCOCK NEW YORK · EIN 13-3646501 / PN 000 | Pooled Separate Account | — | — | $267K | 0.3% | |
| INVESCO INTERNATIONAL BOND JOHN HANCOCK NEW YORK · EIN 13-3646501 / PN 000 | Pooled Separate Account | — | — | $189K | 0.2% | |
| DFA INTERMEDIATE GOV FIXED INC JOHN HANCOCK NEW YORK · EIN 13-3646501 / PN 000 | Pooled Separate Account | — | — | $185K | 0.2% | |
| INVESCO SMALL CAP GROWTH JOHN HANCOCK NEW YORK · EIN 13-3646501 / PN 000 | Pooled Separate Account | — | — | $182K | 0.2% | |
| SMALL CAP INDEX FUND JOHN HANCOCK NEW YORK · EIN 13-3646501 / PN 000 | Pooled Separate Account | — | — | $91K | 0.1% | |
| DFA INTL SMALL CAP VALUE JOHN HANCOCK NEW YORK · EIN 13-3646501 / PN 000 | Pooled Separate Account | — | — | $63K | <0.1% | |
| DFA US TARGETED VALUE FUND JOHN HANCOCK NEW YORK · EIN 13-3646501 / PN 000 | Pooled Separate Account | — | — | $63K | <0.1% |
Related plans
Other plans using JOHN HANCOCK NEW YORK
CERBERUS CAPITAL MANAGEMENT, L.P.
CERBERUS CAPITAL MANAGEMENT, L.P. PROFIT SHARING 401(K) PLAN
$345.3M · 597 participants
ALFRED DUNNER, INC.
ALFRED DUNNER, INC. 401(K) PLAN
$38.5M · 181 participants
ARC EXCESS & SURPLUS, LLC
ARC EXCESS & SURPLUS, LLC 401(K) PLAN
$32.6M · 180 participants
DUNHAM'S ATHLEISURE CORPORATION
DUNHAM'S ATHLEISURE CORPORATION 401(K) SAVINGS & RETIREMENT PLAN
$30.9M · 1,963 participants
SATCO PRODUCTS, INC.
SATCO PRODUCTS, INC. 401(K) PLAN
$26.8M · 310 participants
SEFAR INC.
SEFAR 401(K) PLAN
$23.6M · 164 participants
Similar-size Real Estate plans
CAREY ASSET MANAGEMENT CORP
CAREY PROFIT SHARING AND 401K PLAN
$90.9M · 142 participants
LGI HOMES, INC.
LGI HOMES, INC. 401(K) PLAN
$91.0M · 1,175 participants
OPUS HOLDING, L.L.C.
OPUS RETIREMENT SAVINGS PLAN
$94.6M · 282 participants
FIRST AMERICAN FINANCIAL CORPORATION
REPUBLIC TITLE OF TEXAS, INC. 401(K) SAVINGS PLAN
$84.6M · 387 participants
DIGITALBRIDGE GROUP ADVISORS, LLC
401(K) PLAN OF DIGITALBRIDGE GROUP ADVISORS, LLC
$95.7M · 231 participants
LOCAL 670 PENSION FUND
LOCAL 670 PENSION PLAN
$84.0M · 1,275 participants
Large plans in New York
INTERNATIONAL BUSINESS MACHINES CORPORATION
IBM 401(K) PLAN
$60.4B · 49,030 participants
TEACHERS INSURANCE & ANNUITY ASSOCIATION OF AMERICA
TIAA REAL ESTATE ACCOUNT
$25.2B
JPMORGAN CHASE BANK, N.A.
COMMINGLED PENSION TRUST FUND (STRATEGIC PROPERTY) OF JPMORGAN CHASE BANK, N.A.
$24.3B
MORGAN STANLEY DOMESTIC HOLDINGS, LLC
MORGAN STANLEY 401(K) PLAN
$22.2B · 54,084 participants
PFIZER INC
PFIZER SAVINGS PLAN
$22.0B · 29,469 participants
JPMORGAN CHASE BANK, N.A.
COMMINGLED PENSION TRUST FUND (EQUITY INDEX) OF JPMORGAN CHASE BANK, N.A.
$20.0B