How big is Menemsha Development Group's plan?

Menemsha Development Group's plan reported $11.4M in assets and 123 participants for 2024.

Original filing (PDF)20251015144154NAL0004866129001

Menemsha Development Group

Name: Menemsha Development Group — Menemsha Development, Form 5500 (2024)
Creator: Menemsha Development Group
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Menemsha Development Group 401(k) Profit Sharing Plan

401(k) retirement plan · Menemsha Development Group's Menemsha Development Group 401(k) Profit Sharing Plan held $11.4M in plan assets for 123 participants in 2024, with Transamerica as recordkeeper.

Active participants

123

Accounts w/ balance

191

Plan assets (EOY)

$11.4M

Net assets (EOY)

$11.4M

Plan identifiers

Menemsha Development Group's EIN is 33-0517470.

EIN 33-0517470

Plan number 001

Plan year 2024

ACK ID 20251015144154NAL0004866129001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Menemsha Development Group from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Menemsha Development Group's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for MENEMSHA DEVELOPMENT GROUP.

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How this plan invests

This plan

40 securities

funds · stocks · CUSIPs

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

Plan health score

Average plan with room to improve

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool.

Compliance & integrity

100

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

Total administrative cost in the bottom quartile of peers (5th percentile).

Plan sponsor

Name

MENEMSHA DEVELOPMENT GROUP

EIN

all filings

Address

20521 EARL STREET · TORRANCE, CA · 90503

Phone

(775) 361-8584

Industry

Construction

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)

Service providers (Schedule C)

3 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
TRANSAMERICA RETIREMENT SOLUTIONS	13-3689044	—	RECORDKEEPER	$29K	—

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
INTEGRATED WEALTH CONCEPTS, LLC	81-3433658	—	INVESTMENT ADVISORY PLAN	$38K	—

Investments

40 direct securities· $10.2M(89% of reported assets)

Mutual Funds

$6.2M

24 holdings

Common Collective Trusts

$2.6M

6 holdings

Other securities

$680K

8 holdings

Stable Value

$467K

1 holding

Bonds / Notes

$278K

1 holding

					% of plan
Vanguard Value Index Fund Admiral Shares Mutual Fund	Common Collective Trusts	—	—	$1.0M	9.0%
TIAA-CREF Large-Cap Growth Index Institutional Class Mutual Fund	Mutual Funds	—	—	$1.0M	9.0%
Fidelity U.S Bond Index Mutual Fund	Mutual Funds	—	—	$786K	6.9%
Vanguard Total Institutional Stock Index Fund Admiral Shares Mutual Fund	Common Collective Trusts	—	—	$734K	6.4%
Fidelity Freedom Index 2030 Institutional Premier Mutual Fund	Mutual Funds	—	—	$656K	5.8%
Vanguard International Growth Fund Admiral Shares Mutual Fund	Mutual Funds	—	—	$609K	5.3%
Fidelity Freedom Index 2035 Institutional Premier Mutual Fund	Mutual Funds	—	—	$571K	5.0%
Transamerica Stable Value Core Option Stable Value Fund	Stable Value	—	—	$467K	4.1%
Vanguard Mid-Cap Value Index Fund Admiral Shares Mutual Fund	Common Collective Trusts	—	—	$463K	4.1%
Fidelity Freedom Index 2040 Institutional Premier Mutual Fund	Mutual Funds	—	—	$390K	3.4%
Fidelity Freedom Index 2010 Institutional Premier Mutual Fund	Mutual Funds	—	—	$288K	2.5%
Guggenheim Total Return Bond R6 Mutual Fund	Other securities	—	—	$280K	2.5%
Outstanding Loan Balance Interest Rates of 4.25% to 9.5% -	Bonds / Notes	—	—	$278K	2.4%
Fidelity Freedom Index 2045 Institutional Premier Mutual Fund	Mutual Funds	—	—	$268K	2.4%
Fidelity Freedom Index 2055 Institutional Premier Mutual Fund	Mutual Funds	—	—	$240K	2.1%
Vanguard Small Cap Index Admiral Shares Mutual Fund	Mutual Funds	—	—	$225K	2.0%
Fidelity Freedom Index 2050 Institutional Premier Mutual Fund	Mutual Funds	—	—	$194K	1.7%
Fidelity Freedom Index 2025 Institutional Premier Mutual Fund	Mutual Funds	—	—	$178K	1.6%
Vanguard Inflation-Protected Securities Fund Admiral Shares Mutual Fund	Mutual Funds	—	—	$169K	1.5%
Vanguard Intermediate Term Treasury Index Fund Admiral Shares Mutual Fund	Common Collective Trusts	—	—	$161K	1.4%
Fidelity Freedom Index 2020 Institutional Premier Mutual Fund	Mutual Funds	—	—	$143K	1.3%
Fidelity Freedom Index 2060 Institutional Premier Mutual Fund	Mutual Funds	—	—	$128K	1.1%
iShares Developed Real Estate Index Fund Mutual Fund	Common Collective Trusts	—	—	$127K	1.1%
Fidelity Mid Cap Index Mutual Fund	Mutual Funds	—	—	$119K	1.0%
Fidelity Freedom Index 2065 Institutional Premier Mutual Fund	Mutual Funds	—	—	$118K	1.0%
BlackRock Health Sciences Opportunities Portfolio Class K Mutual Fund	Other securities	—	—	$90K	0.8%
JP Morgan Mid Cap Growth R6 Mutual Fund	Other securities	—	—	$85K	0.7%
Columbia Dividend Income Institution Mutual Fund	Other securities	—	—	$85K	0.7%
Vanguard Small Cap Value Index Fund Admiral Shares Mutual Fund	Common Collective Trusts	—	—	$56K	0.5%
Neuberger Berman Genesis R6 Mutual Fund	Other securities	—	—	$40K	0.4%
Blackrock High Yield Bond K Mutual Fund	Other securities	—	—	$38K	0.3%
Blackrock Technology Opportunities Svc Mutual Fund	Other securities	—	—	$34K	0.3%
Fidelity Freedom Index 2015 Institutional Premier Mutual Fund	Mutual Funds	—	—	$30K	0.3%
Touchstone Large Cap Focused Fund Class Y Mutual Fund	Other securities	—	—	$29K	0.3%
American Funds New World R6 Mutual Fund	Mutual Funds	—	—	$17K	0.2%
Franklin Small Cap Value R6 Mutual Fund	Mutual Funds	—	—	$8K	<0.1%
Franklin Gold and Precious Metals R6 Mutual Fund	Mutual Funds	—	—	$8K	<0.1%
MFS Mid Cap Value R6 Mutual Fund	Mutual Funds	—	—	$8K	<0.1%
Invesco Global Strategic Income R6 Mutual Fund	Mutual Funds	—	—	$6K	<0.1%
Fidelity Freedom Index Inc Institutional Premier Mutual Fund	Mutual Funds	—	—	$4K	<0.1%