· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
DEVELOPMENT & PUBLIC FINANCE LLC — DEVELOPMENT & PUBLIC FINANCE LLC 401K, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20251014144906NAL0001569859001
DEVELOPMENT & PUBLIC FINANCE LLC
Form 5500-SF
FILING_RECEIVED
DEVELOPMENT & PUBLIC FINANCE LLC 401K
401(k) retirement plan
Active participants
7
Accounts w/ balance
8
Plan assets (EOY)
$232K
Net assets (EOY)
$232K
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
DEVELOPMENT & PUBLIC FINANCE LLC
.
Find decision makers
Plan sponsor
Name
DEVELOPMENT & PUBLIC FINANCE LLC
EIN
83-0453684
Address
3300 DOUGLAS BLVD STE 160 · ROSEVILLE, CA · 956613897
Phone
(949) 433-4262
Industry
Professional & Technical Services
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
2025-10-14
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size Professional & Technical Services plans
NS LIFTING AMERICA, INC.
NS AMERICA 401(K) PLAN
$232K · 11 participants
THE NATIONAL ASSOCIATION OF
THE NATIONAL ASSOCIATION OF 401(K) PROFIT SHARING PLAN & TRUST
$232K · 5 participants
NEOLYTIX LLC
NEOLYTIX LLC 401(K) PLAN
$232K · 3 participants
NEWMEASURES, LLC
NEWMEASURES, LLC 401(K) PLAN
$232K · 11 participants
MICRO VET DIAGOSTICS LLC
MICRO VET DIAGNOSTICS LLC 401K PLAN
$232K · 5 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.
LEAN ENVIRONMENT, INC.
LEAN ENVIRONMENT INC 401(K) P/S PLAN
$232K · 9 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
