Original filing (PDF)20230403095529NAL0042076305001

MCMURRAY STERN, LLC

Name: MCMURRAY STERN, LLC — MCMURRAY STERN, LLC 401(K) PLAN, Form 5500 (2022)
Creator: MCMURRAY STERN, LLC

Form 5500-SF

FILING_RECEIVED

MCMURRAY STERN, LLC 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.3M

Net assets (EOY)

$3.3M

Plan health score (directional)

/ 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

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for MCMURRAY STERN, LLC.

Plan sponsor

Name

MCMURRAY STERN, LLC

EIN

61-1863092

Address

15511 CARMENITA ROAD · SANTA FE SPRINGS, CA · 90670

Phone

(562) 623-3000

Industry

Transportation & Warehousingsee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2022

Plan year begin

2022-01-01

Tax period

2022-12-31

Filed

2023-04-03

Pension benefit codes

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

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

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