· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
MPF MANAGEMENT, INC. — MCM 401(K) PLAN, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20250324110714NAL0025562482001
MPF MANAGEMENT, INC.
Form 5500-SF
FILING_RECEIVED
MCM 401(K) PLAN
401(k) retirement plan
Active participants
49
Accounts w/ balance
69
Plan assets (EOY)
$9.2M
Net assets (EOY)
$9.2M
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
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
MPF MANAGEMENT, INC.
.
Find decision makers
Plan sponsor
Name
MPF MANAGEMENT, INC.
EIN
26-3991822
Address
89 DAVIS ROAD, SUITE 100 · ORINDA, CA · 94563
Phone
(925) 235-1040
Industry
Health Care & Social Assistance
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
003
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-03-24
Pension benefit codes
2E · Profit-sharing
2G · Total participant-directed accounts
2J · 401(k) feature
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
2F · ERISA section 404(c)
2K · 401(m) arrangement
2S · Automatic enrollment
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size Health Care & Social Assistance plans
RAPPAHANNOCK WESTMINSTER-CANTERBURY, INC.
RAPPAHANNOCK WESTMINSTER-CANTERBURY RETIREMENT PLAN
$9.2M · 231 participants
JOHN KNOX VILLAGE OF CENTRAL FLORIDA, INC.
JOHN KNOX VILLAGE SAVINGS PLAN
$9.2M · 648 participants
THE LIGHTHOUSE INC.
THE LIGHTHOUSE INC. 401K RETIREMENT PLAN
$9.1M · 279 participants
WHITE HORSE VILLAGE INC.
WHITE HORSE VILLAGE INC. 403(B) PENSION PLAN
$9.2M · 374 participants
WESTMINSTER MANOR
WESTMINSTER MANOR 403(B) PLAN
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.
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
$9.1M · 414 participants
JOSEPHINE CARING COMMUNITY
JOSEPHINE 403(B) RETIREMENT PLAN
$9.1M · 236 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