Original filing (PDF)20251007172520NAL0008632416001

MISTRY INVESTMENT CO., INC.

Name: MISTRY INVESTMENT CO., INC. — MISTRY INVESTMENT CO., INC. & AFFILIATED EMPLOYER PROFIT SHARING PLAN, Form 5500 (2024)
Creator: MISTRY INVESTMENT CO., INC.

Form 5500-SF

FILING_RECEIVED

MISTRY INVESTMENT CO., INC. & AFFILIATED EMPLOYER PROFIT SHARING PLAN

Defined-contribution retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.1M

Net assets (EOY)

$2.1M

Plan health score (directional)

/ 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

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for MISTRY INVESTMENT CO., INC..

Plan sponsor

Name

MISTRY INVESTMENT CO., INC.

EIN

94-2792114

Address

485 N. WHISMAN RD., STE 300 · MOUNTAIN VIEW, CA · 94043

Phone

(650) 964-7822

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

2025-10-07

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

3B · Covers self-employed individuals

3D · Pre-approved plan (master / prototype / VS)

3H · Sponsor in controlled / affiliated group

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Real Estate plans

RUBICON INVESTMENTS CORPORATION

RUBICON INVESTMENTS 401(K) PLAN

$2.1M · 11 participants

TENNESSEE WESTMINSTER CORPORATION

TENNESSEE WESTMINSTER CORPORATION 401(K) PLAN

$2.1M · 7 participants

CONEWAGO CONTRACTORS, INC.

CONEWAGO CONTRACTORS, INC. 401(K) PLAN

$2.1M · 4 participants

PRIMAX PROPERTIES, LLC

PRIMAX PROPERTIES LLC 401(K) PROFIT SHARING PLAN

$2.1M · 28 participants

PLASTIC CENTER, INC.

FISCHER INC. 401(K) PROFIT SHARING PLAN