Back to filter
Original filing (PDF)20240920051632NAL0012331104001
MCDERMOTT GROUP
Form 5500-SF
FILING_RECEIVED
MCDERMOTT GROUP 401K PLAN
401(k) retirement plan
Active participants
51
Accounts w/ balance
38
Plan assets (EOY)
$1.3M
Net assets (EOY)
$1.3M
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 MCDERMOTT GROUP.
Plan sponsor
Name
MCDERMOTT GROUP
EIN
83-1789130
Address
9668 MILLIKEN AVE · STE 104-449 · RANCHO CUCAMONGA, CA · 91730
Phone
(909) 367-2168
Industry
Real Estatesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2023
Plan year begin
2023-01-01
Tax period
2023-12-31
Filed
2024-09-20
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)
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 Real Estate plans
BST MANAGEMENT, LLC
BST MANAGEMENT, LLC 401(K) PROFIT SHARING PLAN
$1.3M · 19 participants
TAPESTRY DEVELOPMENT GROUP, INC.
TAPESTRY DEVELOPMENT GROUP, INC. 403(B) PLAN
$1.3M · 3 participants
RUBICON REALTY ADVISORS INC
RRA 401(K) PROFIT SHARING PLAN & TRUST
$1.3M · 9 participants
MORRIS STRATEGIC INVESTMENTS, LLC
MORRIS STRATEGIC INVESTMENTS, LLC 401(K) PLAN
$1.3M · 4 participants
WATERMARK PROPERTIES, LLC
WATERMARK PROPERTIES, LLC 401(K) PLAN
$1.4M · 20 participants
ZEMRUS ESCROW, INC.
ZEMRUS ESCROW, INC. 401(K) PROFIT SHARING PLAN
$1.4M · 11 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