Original filing (PDF)20250718105642NAL0001577249001

MATERIAL CAPITAL PARTNERS

Name: MATERIAL CAPITAL PARTNERS — MATERIAL CAPITAL PARTNERS 401(K) PLAN, Form 5500 (2024)
Creator: MATERIAL CAPITAL PARTNERS

Form 5500-SF

FILING_RECEIVED

MATERIAL CAPITAL PARTNERS 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$41K

Net assets (EOY)

$41K

Plan health score

/ 100

Grade A

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

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for MATERIAL CAPITAL PARTNERS.

Plan sponsor

Name

MATERIAL CAPITAL PARTNERS

EIN

86-2585196

Address

17 DUANY RD · MT PLEASANT, SC · 29464

Phone

(843) 974-3839

Industry

Real Estatesee 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

2025-07-18

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

2S · Automatic enrollment

2T · Default investment account (QDIA)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Real Estate plans

ALLEVA ASSET CORPORATION

ALLEVA ASSET CORPORATION 401K AND PROFIT SHARING PLAN

$41K · 1 participants

STEMAR INC

STEMAR INC 401(K) PLAN

$41K · 10 participants

PENN PROPERTIES, INC.

PENN PROPERTIES, INC. 401(K) PLAN

$41K · 25 participants

SOMERSET HOMEOWNERS ASSOCIATION

$40K · 14 participants

CARIBOU PROPERTY MANAGEMENT

CARIBOU 401(K) PLAN

$42K · 9 participants