· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
M3 MANAGEMENT INC — M3 MANAGEMENT INC CASH BALANCE PLAN, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20251014090517NAL0001149619001
M3 MANAGEMENT INC
Form 5500-SF
FILING_RECEIVED
M3 MANAGEMENT INC CASH BALANCE PLAN
Defined-benefit pension plan
Active participants
3
Accounts w/ balance
—
Plan assets (EOY)
$993K
Net assets (EOY)
$993K
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
M3 MANAGEMENT INC
.
Find decision makers
Plan sponsor
Name
M3 MANAGEMENT INC
EIN
39-2063963
Address
8335 W SUNSET BLVD · STE 200 · LOS ANGELES, CA · 90069
Phone
(323) 337-9055
Industry
Admin Support & Waste Mgmt
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-14
Pension benefit codes
1A · Pay-related DB formula
1C · Cash balance or similar hybrid DB
3D · Pre-approved plan (master / prototype / VS)
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 providers
Related plans
Similar-size Admin Support & Waste Mgmt plans
ESTATE OF PAUL MELLON
PAUL MELLON HEALTH CARE PLAN
$991K
INTEGRITY MEDICAL EVALUATIONS, INC.
INTEGRITY MEDICAL EVALUATIONS 401(K) PLAN
$990K · 37 participants
COPILOT PROVIDER SUPPORT SERVICE
COPILOT PROVIDER SUPPORT SERVICES LLC 401(K) PROFIT SHARI
$998K · 111 participants
GGP MANAGEMENT LP
GGP MANAGEMENT LP 401(K) PLAN
$998K · 16 participants
WESTCHESTER MANAGEMENT LLC
WESTCHESTER MANAGEMENT 401(K) RETIREMENT 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.
$998K · 72 participants
GRANITE WEALTH MANAGEMENT, LLC
GRANITE WEALTH MANAGEMENT 401K PROFIT SHARING PLAN
$987K · 5 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