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Original filing (PDF)20251015144154NAL0004866129001
MENEMSHA DEVELOPMENT GROUP
Form 5500
FILING_RECEIVED
MENEMSHA DEVELOPMENT GROUP 401(K) PROFIT SHARING PLAN
401(k) retirement plan
Active participants
123
Accounts w/ balance
191
Plan assets (EOY)
$11.4M
Net assets (EOY)
$11.4M
How this plan invests
This plan
41 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
91
/ 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
65
Vendor stack
100
Participation health
100
Knocking points off
- 66 bps in Schedule C fees — 129% above peer band of 29 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for MENEMSHA DEVELOPMENT GROUP.
Plan sponsor
Name
MENEMSHA DEVELOPMENT GROUP
EIN
33-0517470
Address
20521 EARL STREET · TORRANCE, CA · 90503
Phone
(775) 361-8584
Industry
Constructionsee 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
2J · 401(k) feature
2K · 401(m) arrangement
2F · ERISA section 404(c)
2G · Total participant-directed accounts
3D · Pre-approved plan (master / prototype / VS)
2S · Automatic enrollment
2T · Default investment account (QDIA)
Audit & trust (Schedule H)
Auditor
CLIFTON LARSON ALLEN, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TRANSAMERICA RETIREMENT SOLUTIONS | 13-3689044 | — | RECORDKEEPER | $29K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| INTEGRATED WEALTH CONCEPTS, LLC | 81-3433658 | — | INVESTMENT ADVISORY PLAN | $38K | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ECONOMIC GROUP PENSION SERVICES | 13-3180178 | — | TPA | $8K | — |
Investments
41 direct securities· $11.4M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Similar Party Par or Maturity Value Cost ** Value Vanguard Large Cap Index Fund Admiral Shares Mutual Fund | — | — | — | $1.2M | 10.5% | |
| Vanguard Value Index Fund Admiral Shares Mutual Fund | — | — | — | $1.0M | 9.0% | |
| TIAA-CREF Large-Cap Growth Index Institutional Class Mutual Fund | — | — | — | $1.0M | 9.0% | |
| Fidelity U.S Bond Index Mutual Fund | — | — | — | $786K | 6.9% | |
| Vanguard Total Institutional Stock Index Fund Admiral Shares Mutual Fund | — | — | — | $734K | 6.4% | |
| Fidelity Freedom Index 2030 Institutional Premier Mutual Fund | — | — | — | $656K | 5.8% | |
| Vanguard International Growth Fund Admiral Shares Mutual Fund | — | — | — | $609K | 5.3% | |
| Fidelity Freedom Index 2035 Institutional Premier Mutual Fund | — | — | — | $571K | 5.0% | |
| Transamerica Stable Value Core Option Stable Value Fund | — | — | — | $467K | 4.1% | |
| Vanguard Mid-Cap Value Index Fund Admiral Shares Mutual Fund | — | — | — | $463K | 4.1% | |
| Fidelity Freedom Index 2040 Institutional Premier Mutual Fund | — | — | — | $390K | 3.4% | |
| Fidelity Freedom Index 2010 Institutional Premier Mutual Fund | — | — | — | $288K | 2.5% | |
| Guggenheim Total Return Bond R6 Mutual Fund | — | — | — | $280K | 2.5% | |
| Outstanding Loan Balance Interest Rates of 4.25% to 9.5% - | — | — | — | $278K | 2.4% | |
| Fidelity Freedom Index 2045 Institutional Premier Mutual Fund | — | — | — | $268K | 2.4% | |
| Fidelity Freedom Index 2055 Institutional Premier Mutual Fund | — | — | — | $240K | 2.1% | |
| Vanguard Small Cap Index Admiral Shares Mutual Fund | — | — | — | $225K | 2.0% | |
| Fidelity Freedom Index 2050 Institutional Premier Mutual Fund | — | — | — | $194K | 1.7% | |
| Fidelity Freedom Index 2025 Institutional Premier Mutual Fund | — | — | — | $178K | 1.6% | |
| Vanguard Inflation-Protected Securities Fund Admiral Shares Mutual Fund | — | — | — | $169K | 1.5% | |
| Vanguard Intermediate Term Treasury Index Fund Admiral Shares Mutual Fund | — | — | — | $161K | 1.4% | |
| Fidelity Freedom Index 2020 Institutional Premier Mutual Fund | — | — | — | $143K | 1.3% | |
| Fidelity Freedom Index 2060 Institutional Premier Mutual Fund | — | — | — | $128K | 1.1% | |
| iShares Developed Real Estate Index Fund Mutual Fund | — | — | — | $127K | 1.1% | |
| Fidelity Mid Cap Index Mutual Fund | — | — | — | $119K | 1.0% | |
| Fidelity Freedom Index 2065 Institutional Premier Mutual Fund | — | — | — | $118K | 1.0% | |
| BlackRock Health Sciences Opportunities Portfolio Class K Mutual Fund | — | — | — | $90K | 0.8% | |
| JP Morgan Mid Cap Growth R6 Mutual Fund | — | — | — | $85K | 0.7% | |
| Columbia Dividend Income Institution Mutual Fund | — | — | — | $85K | 0.7% | |
| Vanguard Small Cap Value Index Fund Admiral Shares Mutual Fund | — | — | — | $56K | 0.5% | |
| Neuberger Berman Genesis R6 Mutual Fund | — | — | — | $40K | 0.4% | |
| Blackrock High Yield Bond K Mutual Fund | — | — | — | $38K | 0.3% | |
| Blackrock Technology Opportunities Svc Mutual Fund | — | — | — | $34K | 0.3% | |
| Fidelity Freedom Index 2015 Institutional Premier Mutual Fund | — | — | — | $30K | 0.3% | |
| Touchstone Large Cap Focused Fund Class Y Mutual Fund | — | — | — | $29K | 0.3% | |
| American Funds New World R6 Mutual Fund | — | — | — | $17K | 0.2% | |
| Franklin Small Cap Value R6 Mutual Fund | — | — | — | $8K | <0.1% | |
| Franklin Gold and Precious Metals R6 Mutual Fund | — | — | — | $8K | <0.1% | |
| MFS Mid Cap Value R6 Mutual Fund | — | — | — | $8K | <0.1% | |
| Invesco Global Strategic Income R6 Mutual Fund | — | — | — | $6K | <0.1% | |
| Fidelity Freedom Index Inc Institutional Premier Mutual Fund | — | — | — | $4K | <0.1% |
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