Back to filter
Original filing (PDF)20251009112836NAL0006912113001
MURPHY MURPHY & MURPHY
Form 5500-SF
FILING_RECEIVED
MURPHY MURPHY & MURPHY 401K PROFIT SHARING PLAN
401(k) retirement plan
Active participants
86
Accounts w/ balance
126
Plan assets (EOY)
$11.6M
Net assets (EOY)
$11.6M
Plan health score (directional)
89
/ 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
100
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.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for MURPHY MURPHY & MURPHY.
Plan sponsor
Name
MURPHY MURPHY & MURPHY
EIN
20-0521729
Address
6261 KATELLA AVENUE SUITE 250 · CYPRESS, CA · 90630
Phone
(714) 821-5550
Industry
Professional & Technical Servicessee 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
2025-10-09
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2G · Total participant-directed accounts
2J · 401(k) feature
2R · Participant-directed brokerage (SDBA)
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
Service providers (Schedule C)
Small plans don't disclose service providersRelated plans
Similar-size Professional & Technical Services plans
TELLONE FINANCIAL SERVICES, INC.
TELLONE FINANCIAL SERVICES, INC. PROFIT SHARING 401(K) PLAN
$11.5M · 11 participants
EXCELLENT EDUCATION DEVELOPMENT, INC.
EXED 403(B) PLAN
$11.5M · 97 participants
POTOMACWAVE CONSULTING
POTOMACWAVE CONSULTING 401K
$11.5M · 148 participants
INTUVIE HOLDINGS LLC
INTUVIE HOLDINGS LLC 401(K) PROFIT SHARING PLAN & TRUST
$11.5M · 112 participants
CPASITESOLUTIONS, INC.
CPASITESOLUTIONS 401(K) PLAN
$11.8M · 256 participants
FINANCIAL ADVISORS LLC
FINANCIAL ADVISORS LLC 401(K) PROFIT SHARING PLAN
$11.4M · 9 participants
Large plans in California
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND
$215.1B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND E
$190.9B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND F
$188.1B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
RUSSELL 1000 INDEX FUND
$187.7B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
CASH EQUIVALENT FUND II
$125.0B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
BLACKROCK MSCI ACWI EX-US IMI INDEX FUND E
$88.3B
