How big is Lamorinda Development & Investment's plan?

Lamorinda Development & Investment's plan reported $6.3M in assets and 3 participants for 2024.

Original filing (PDF)20250606130823NAL0009965571001

Lamorinda Development & Investment

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

Form 5500-SF

FILING_RECEIVED

Lamorinda Development & Investment 401(k) Plan

401(k) retirement plan · Lamorinda Development & Investment's Lamorinda Development & Investment 401(k) Plan held $6.3M in plan assets for 3 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$6.3M

Net assets (EOY)

$6.3M

People on this filing

Candy YEE signed Lamorinda Development & Investment's 2024 Form 5500 as plan administrator.

Candy YEE — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Lamorinda Development & Investment's EIN is 68-0298887.

EIN 68-0298887

Plan number 006

Plan year 2024

ACK ID 20250606130823NAL0009965571001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Lamorinda Development & Investment's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

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

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Plan health score

Top-tier plan health

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. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (98th percentile).
High account-holder ratio — balance-holders per active participant in the top 15% of peers (94th percentile).

Plan sponsor

Name

LAMORINDA DEVELOPMENT & INVESTMENT

EIN

all filings

Address

3595 MT. DIABLO BLVD. · SUITE #390 · LAFAYETTE, CA · 94549

Phone

(925) 254-9400

Industry

Real Estate

Plan administrator