· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
MODESTO IMPROVEMENT PARTNERSHIP DBA DOWNTOWN MODESTO PARTNERSHIP — DOWNTOWN MODESTO PARTNERSHIP 401(K) PLAN, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20250916165144NAL0001296163001
MODESTO IMPROVEMENT PARTNERSHIP DBA DOWNTOWN MODESTO PARTNERSHIP
Form 5500-SF
FILING_RECEIVED
DOWNTOWN MODESTO PARTNERSHIP 401(K) PLAN
401(k) retirement plan
Active participants
5
Accounts w/ balance
8
Plan assets (EOY)
$141K
Net assets (EOY)
$141K
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
MODESTO IMPROVEMENT PARTNERSHIP DBA DOWNTOWN MODESTO PARTNERSHIP
.
Find decision makers
Plan sponsor
Name
MODESTO IMPROVEMENT PARTNERSHIP DBA DOWNTOWN MODESTO PARTNERSHIP
EIN
47-5067361
Address
1003 10TH STREET SUITE A · MODESTO, CA · 95354
Phone
(209) 202-5525
Industry
Admin Support & Waste Mgmt
see 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
2025-09-16
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2J · 401(k) feature
2G · Total participant-directed accounts
3D · Pre-approved plan (master / prototype / VS)
2F · ERISA section 404(c)
2T · Default investment account (QDIA)
Audit & trust (Schedule H)
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size Admin Support & Waste Mgmt plans
NAUTECH GUAM CORPORATION
NAUTECH GUAM CORPORATION 401(K) RETIREMENT SAVINGS PLAN
$141K · 12 participants
RUPIPER TOURS LLC
RUPIPER TOURS LLC CASH BALANCE PLAN
$141K · 5 participants
GRAND FUND, INC
GRAND FUND, INC 401(K) PLAN
$142K · 38 participants
HISTORIC MILWAUKEE, INC.
HMI 403(B) PLAN
$141K · 5 participants
FLYSMOOTHER LLC
FLYSMOOTHER LLC 401(K) PLAN
$139K · 6 participants
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.
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
KOLOA KAI LLC
KOLOA KAI LLC 401(K) PLAN
$144K · 4 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
