Back to filter
Original filing (PDF)20250922104826NAL0006597251001
MANCO ABBOTT, INC.
Form 5500
FILING_RECEIVED
MANCO ABBOTT, INC. 401(K) PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
140
Accounts w/ balance
163
Plan assets (EOY)
$5.6M
Net assets (EOY)
$5.6M
How this plan invests
This plan
44 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
98
/ 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
100
Total plan cost
100
Vendor stack
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for MANCO ABBOTT, INC..
Plan sponsor
Name
MANCO ABBOTT, INC.
EIN
94-2169439
Address
1398 W HERNDON AVE. · STE. 105 · FRESNO, CA · 937110790
Phone
(559) 435-1756
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
2025-09-22
Pension benefit codes
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)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
DRITSAS, GRROM, MCCORMICK, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsOther
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CPI QUALIFIED PLAN CONSULTANTS, INC | 48-1205033 | — | NONE | $15K | — |
| SCHUSTER ADVISORY GROUP, LLC | — | PASADENA, CA | NONE | $13K | — |
Investments
44 direct securities· $5.6M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard LifeStrategy Growth Inv | — | — | — | $1.0M | 18.7% | |
| Vanguard Target Retirement 2045 Inv | — | — | — | $676K | 12.1% | |
| Vanguard Target Retirement 2040 Inv | — | — | — | $646K | 11.5% | |
| Vanguard LifeStrategy Moderate Gr Inv | — | — | — | $635K | 11.3% | |
| Kobo Moderate Growth Strategy | — | — | — | $337K | 6.0% | |
| Vanguard Target Retirement 2055 Inv | — | — | — | $293K | 5.2% | |
| Vanguard Target Retirement 2035 Inv | — | — | — | $284K | 5.1% | |
| Vanguard LifeStrategy Cnsrv Gr Inv | — | — | — | $190K | 3.4% | |
| Vanguard Target Retirement 2050 Inv | — | — | — | $187K | 3.3% | |
| Vanguard Information Technology Idx Adm | — | — | — | $170K | 3.0% | |
| Vanguard Target Retirement 2025 Inv | — | — | — | $106K | 1.9% | |
| Kobo Growth Strategy | — | — | — | $87K | 1.5% | |
| Vanguard Target Retirement 2060 Inv | — | — | — | $77K | 1.4% | |
| Vanguard Health Care Index Admiral | — | — | — | $72K | 1.3% | |
| Fuller & Thaler FullerThaler Behavioral Small-Cap Equity - R6 | — | — | — | $70K | 1.2% | |
| MFS MFS® International Growth Fund R6 | — | — | — | $70K | 1.2% | |
| JPMorgan Large Cap Growth R6 | — | — | — | $67K | 1.2% | |
| Vanguard Target Retirement 2070 Fund 214 Vanguard Target Retirement Income Inv | — | — | — | $63K | 1.1% | |
| PIMCO Income Instl | — | — | — | $55K | 1.0% | |
| Fidelity Fidelity® Total Market Index Instl Prem | — | — | — | $54K | 1.0% | |
| Vanguard Equity-Income Adm | — | — | — | $52K | 0.9% | |
| Vanguard Target Retirement 2030 Inv | — | — | — | $47K | 0.8% | |
| American Funds American Funds New World R6 | — | — | — | $44K | 0.8% | |
| Vanguard Energy Index Admiral | — | — | — | $39K | 0.7% | |
| Kobo Moderate Strategy | — | — | — | $34K | 0.6% | |
| Vanguard Target Retirement 2020 Inv | — | — | — | $33K | 0.6% | |
| Columbia Threadneedle Columbia Small Cap Growth I3 | — | — | — | $32K | 0.6% | |
| Participant loans Interest rates at 4.25% - 9.50% - | — | — | — | $28K | 0.5% | |
| Fidelity Fidelity® 500 Index Institutional Prem | — | — | — | $11K | 0.2% | |
| Vanguard Target Retirement 2065 Inv | — | — | — | $10K | 0.2% | |
| Brandywineglobal – Corporate Credit IS | — | — | — | $10K | 0.2% | |
| Vanguard Utilities Index Adm | — | — | — | $10K | 0.2% | |
| TruStage Investments CMFG Stable Value A23 | — | — | — | $8K | 0.1% | |
| Dimensional Fund Advisors DFA Global Equity I | — | — | — | $7K | 0.1% | |
| GMO Quality R6 | — | — | — | $7K | 0.1% | |
| MFS MFS® Intl Diversification R6 | — | — | — | $7K | 0.1% | |
| Vanguard Mid Cap Index Admiral | — | — | — | $7K | 0.1% | |
| Victory Sycamore Victory Sycamore Established Value R6 | — | — | — | $7K | 0.1% | |
| Vanguard Small Cap Index Adm | — | — | — | $6K | <0.1% | |
| Fidelity Fidelity® Total Bond K6 | — | — | — | $5K | <0.1% | |
| Vanguard Growth Index Admiral | — | — | — | $3K | <0.1% | |
| Fidelity Advisor Small Cap Value Fund Cl Z | — | — | — | $3K | <0.1% | |
| TruStage Investments Interest-bearing cash | — | — | — | $2K | <0.1% | |
| Black Rock BlackRock Mid Cap Grw Eqty-K | — | — | — | $2K | <0.1% |
Related plans
Other plans using CPI QUALIFIED PLAN CONSULTANTS, INC
WORLD RESOURCES INSTITUTE
WORLD RESOURCES INSTITUTE PENSION PLAN
$126.8M · 670 participants
KLOCKNER PENTAPLAST OF AMERICA, INC
KLOCKNER-PENTAPLAST OF AMERICA, INC. EMPLOYEES' RETIREMENT PLAN
$125.4M · 851 participants
HENSLEY & COMPANY
HENSLEY & COMPANY PROFIT SHARING PLAN AND TRUST
$76.1M · 1,379 participants
LAKESHORE BONE & JOINT INSTITUTE, P.C.
LAKESHORE BONE & JOINT INSTITUTE RETIREMENT PLAN
$57.7M · 287 participants
CENTRAL SPECIALTIES, INC.
CENTRAL SPECIALTIES, INC. RETIREMENT SAVINGS PLAN
$54.9M · 407 participants
AMERICANTCS FIDUCIARY SERVICES, LLC
KFG FINANCIAL FREEDOM FUND
$51.8M · 1,374 participants
Similar-size Real Estate plans
HORNIG COMPANIES INC.
HORNIG COMPANIES INC. 401K PLAN
$5.6M · 64 participants
HAVERKAMP PROPERTIES, INC.
HAVERKAMP PROPERTIES 401(K) PLAN
$5.6M · 186 participants
FIGURE EIGHT PROPERTIES, INC.
FIGURE EIGHT PROPERTIES EMPLOYEE RETIREMENT PLAN
$5.6M · 20 participants
WESLEY HOUSING DEVELOPMENT CORPORATION
WESLEY HOUSING DEVELOPMENT CORPORATION 403(B) PLAN
$5.6M · 101 participants
CAWLEY MANAGEMENT, LLC
CAWLEY MANAGEMENT, LLC 401K PLAN
$5.6M · 96 participants
PEMCO GROUP, INC.
PEMCO GROUP INC 401(K) PROFIT SHARING PLAN
$5.6M · 18 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