Back to filter
Original filing (PDF)20251013163056NAL0003570146001
MENLO VENTURES MANAGEMENT, LP
Form 5500-SF
FILING_RECEIVED
MENLO VENTURES RETIREMENT PLAN
401(k) retirement plan
Active participants
54
Accounts w/ balance
71
Plan assets (EOY)
$27.1M
Net assets (EOY)
$27.1M
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
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.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for MENLO VENTURES MANAGEMENT, LP.
Plan sponsor
Name
MENLO VENTURES MANAGEMENT, LP
EIN
81-2382086
Address
524 SECOND STREET · SAN FRANCISCO, CA · 94107
Phone
(650) 854-8540
Industry
Finance & Insurancesee 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
2025-10-13
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2R · Participant-directed brokerage (SDBA)
2T · Default investment account (QDIA)
3B · Covers self-employed individuals
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
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 providersRelated plans
Similar-size Finance & Insurance plans
FTV MANAGEMENT COMPANY, LP
FTV MANAGEMENT COMPANY 401(K) PROFIT SHARING PLAN
$27.3M · 95 participants
CALTIUS CAPITAL MANAGEMENT, LP
CALTIUS CAPITAL MANAGEMENT, LP 401K PLAN
$27.5M · 20 participants
VERMEER SOUTHEAST SALES & SERVICE, INC.
VERMEER SOUTHEAST SALES & SERVICES, INC. EMPLOYEE'S PROFIT SHARING PLAN
$27.6M · 271 participants
CALERA CAPITAL MANAGEMENT, L.P.
CALERA CAPITAL 401(K) PLAN
$26.3M · 23 participants
SERENT CAPITAL MANAGEMENT COMPANY, LLC
SERENT CAPITAL 401(K) PLAN
$26.3M · 91 participants
GEMINI TRUST COMPANY, LLC
GEMINI TRUST COMPANY, LLC 401(K) PLAN
$28.0M · 551 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