· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
MENLO MANAGEMENT COMPANY — MENLO MANAGEMENT COMPANY SALARY DEFERRAL PLAN, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20251015123721NAL0004554593005
MENLO MANAGEMENT COMPANY
Form 5500-SF
FILING_RECEIVED
MENLO MANAGEMENT COMPANY SALARY DEFERRAL PLAN
401(k) retirement plan
Active participants
0
Accounts w/ balance
5
Plan assets (EOY)
$1.1M
Net assets (EOY)
$1.1M
Plan health score (directional)
87
/ 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
MENLO MANAGEMENT COMPANY
.
Find decision makers
Plan sponsor
Name
MENLO MANAGEMENT COMPANY
EIN
94-2363801
Address
750 MENLO AVENUE SUITE 200 · MENLO PARK, CA · 94025
Phone
(650) 327-7137
Industry
Real Estate
see all
Plan administrator
Name
ROBERT C. GOULD
EIN
68-0261172
City
MENLO PARK, CA
Phone
(650) 327-7137
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-15
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2G · Total participant-directed accounts
2J · 401(k) feature
2R · Participant-directed brokerage (SDBA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size Real Estate plans
CRESTPOINT SOLUTIONS, INC.
CRESTPOINT SOLUTIONS, INC. 401-K PROFIT SHARING PLAN
$1.1M · 4 participants
ARDSLEY MANAGEMENT CORPORATION
ARDSLEY MANAGEMENT CORPORATION SAVINGS PLAN
$1.1M · 18 participants
ARDSLEY MANAGEMENT CORPORATION
ARDSLEY MANAGEMENT CORPORATION SAVINGS PLAN
$1.1M · 18 participants
CONSOLIDATED PAYMASTERS, INC.
CONSOLIDATED PAYMASTERS, INC 401K PLAN
$1.1M · 51 participants
CET PROPERTIES, INC.
CET PROPERTIES, INC. DEFINED BENEFIT PENSION PLAN
90
Knocking points off
No active participants reported but plan still holds assets.
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.
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
$1.1M · 2 participants
BRENT ASSOCIATES, INC.
BRENT ASSOCIATES, INC. 401(K) PLAN
$1.1M · 12 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