· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
MATTHEW ADAM PROPERTIES — MATTHEW ADAM PROPERTIES 401(K) PLAN, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20250311191120NAL0009534819001
MATTHEW ADAM PROPERTIES
Form 5500-SF
FILING_RECEIVED
MATTHEW ADAM PROPERTIES 401(K) PLAN
401(k) retirement plan
Active participants
18
Accounts w/ balance
9
Plan assets (EOY)
$1.4M
Net assets (EOY)
$1.4M
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
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
MATTHEW ADAM PROPERTIES
.
Find decision makers
Plan sponsor
Name
MATTHEW ADAM PROPERTIES
EIN
13-4032967
Address
375 PEARL STREET, 14TH FLOOR · NEW YORK, NY · 10038
Phone
(212) 699-8900
Industry
Real Estate
see 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
2025-03-11
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2R · Participant-directed brokerage (SDBA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size Real Estate plans
AGM REAL ESTATE GROUP LLC
AGM REAL ESTATE GROUP LLC 401(K) PLAN
$1.4M · 19 participants
ARI-EL ENTERPRISES INC.
ARI-EL ENTERPRISES INC. 401(K) PROFIT SHARING PLAN AND TRUST
$1.4M · 12 participants
BAZETTA GROUP, LLC
BAZETTA GROUP LLC 401K PROFIT SHARING PLAN TRUST
$1.4M · 18 participants
FAIRFAX STATION ENTERPRISES, LLC
FAIRFAX STATION ENTERPRISES 401(K) PROFIT SHARING PLAN
$1.4M · 29 participants
ESTATE PROPERTY MANAGEMENT, INC.
ESTATE PROPERTY MANAGEMENT, INC. 401(K) & PROFIT SHARING PLAN
80
Knocking points off
50% balance-to-active ratio — below typical for a healthy 401(k).
Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
$1.4M · 34 participants
ABERJONA, INC.
THE ABERJONA, INC. 401K PLAN
$1.4M · 4 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
