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Original filing (PDF)20251015094736NAL0002100067001

MANHATTAN WEST LLC

Form 5500
FILING_RECEIVED
MANHATTAN WEST LLC 401(K) PLAN
401(k) retirement plan
Active participants
300
Accounts w/ balance
311
Plan assets (EOY)
$69.1M
Net assets (EOY)
$69.1M
How this plan invests
This plan
1 pooled trust
Schedule D
24 securities
funds · stocks · CUSIPs

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

Plan health score (directional)
100
/ 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
100
Vendor stack
100
Participation health
100
Helping the score
  • Below-peer total fees (0 bps vs 16 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for MANHATTAN WEST LLC.
Plan sponsor
Name
MANHATTAN WEST LLC
EIN
20-8690763
Address
909 3RD AVENUE 15TH FLOOR · NEW YORK, NY · 10022
Phone
(646) 415-6531
Industry
Admin Support & Waste Mgmtsee 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
2025-10-15
Pension benefit codes
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)
Audit & trust (Schedule H)
Auditor
DELOITTE & TOUCHE LLP
Trustee / custodian
Trustee phone

Service providers (Schedule C)

2 rows
Recordkeeper
2
NameEINLocationRelationDirect compIndirect comp
ADP, INC.13-3036745RECORD KEEPER$3K
ADP BROKER-DEALER22-3319984RECORD KEEPER$0

Investments

23 direct securities · 1 pooled fund· $68.6M(99% of reported assets)

Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.

Uncategorized
$67.2M
23 holdings
Common Collective Trust
$1.5M
1 holding
PIInvestmentTypeShares / unitsCostCurrent value% of plan
State Street Equity 500 Index K Registered Investment Company$9.7M14.0%
Federated Hermes Govt Oblig Premier Registered Investment Company ** 3 Blackrock LifePath 2050 Fund K Registered Investment Company$9.4M13.6%
Blackrock Lifepath 2045 Fund K Registered Investment Company$7.3M10.6%
Blackrock LifePath 2040 Fund K Registered Investment Company$6.5M9.5%
Blackrock LifePath 2055 Fund K Registered Investment Company$5.9M8.5%
Fidelity Contrafund Registered Investment Company$4.9M7.0%
Blackrock LifePath 2030 Fund K Registered Investment Company$3.3M4.8%
Blackrock LifePath 2035 K Registered Investment Company$3.2M4.7%
Blackrock LifePath Retire Fund K Registered Investment Company$2.7M3.8%
State Street Small Mid Cap Equity Idx K Registered Investment Company$2.4M3.5%
PRI Small Cap R6 Registered Investment Company ** 431 Dodge & Cox Stock I Registered Investment Company$2.1M3.1%
Blackrock LifePath 2060 K Registered Investment Company$1.6M2.3%
PUTNAM STABLE VALUE 25
PUTNAM FIDUCIARY TRUST COMPANY · EIN 04-3159710 / PN 202
Common Collective Trust
$1.5M2.1%
State Street Giobeq Ex-US Index K Registered Investment Company$1.2M1.7%
Vanguard International Value Inv Registered Investment Company$1.2M1.7%
Parnassus Core Equity Inst Registered Investment Company$1.1M1.7%
Allspring Special Mid Cap Value R6 Registered Investment Company$980K1.4%
Dodge & Cox Balanced I Registered Investment Company$847K1.2%
PGIM Total Return Bond R6 Registered Investment Company$611K0.9%
DFA Emg Mkt Core Eq-I Registered Investment Company$520K0.8%
State Street Aggregate Bond Index K Registered Investment Company$502K0.7%
Blackrock Lifepath 2065 K Registered Investment Company$451K0.7%
Various participants Participant loans (maturing through 2054 at interest rates of 4.25%–9.50%) N/A$410K0.6%
Janus Henderson Enterprise N Registered Investment Company$320K0.5%