· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
LEDDY MAYTUM STACY ARCHITECTS, INC. — LEDDY MAYTUM STACY ARCHITECTS, INC. 401-K PLAN, Form 5500 (2023) | Form 5500 Search
Back to filter
Original filing (PDF)
20241204150225NAL0004003217001
LEDDY MAYTUM STACY ARCHITECTS, INC.
Form 5500-SF
FILING_RECEIVED
LEDDY MAYTUM STACY ARCHITECTS, INC. 401-K PLAN
401(k) retirement plan
Active participants
39
Accounts w/ balance
55
Plan assets (EOY)
$6.4M
Net assets (EOY)
$6.4M
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
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
LEDDY MAYTUM STACY ARCHITECTS, INC.
.
Find decision makers
Plan sponsor
Name
LEDDY MAYTUM STACY ARCHITECTS, INC.
EIN
94-3381251
Address
1940 BRYANT STREET · SAN FRANCISCO, CA · 94110
Phone
(415) 495-1700
Industry
Professional & Technical Services
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2023
Plan year begin
2023-10-01
Tax period
2024-09-30
Filed
2024-12-04
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
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size Professional & Technical Services plans
FGM ARCHITECTS INC.
FGM EMPLOYEE STOCK OWNERSHIP PLAN
$6.4M · 220 participants
SODERSTROM ARCHITECTS, LTD.
SODERSTROM ARCHITECTS, LTD. 401(K) PROFIT SHARING PLAN
$6.4M · 37 participants
ANDERSON, MIKOS ARCHITECTS
ANDERSON, MIKOS EMPLOYEES' 401(K) SAVINGS PLAN
$6.4M · 28 participants
CDS INTERNATIONAL
CDS INTERNATIONAL 401K PROFIT SHARING PLAN
$6.4M · 7 participants
HELTZELHAUS, INC.
HELTZELHAUS, INC. PROFIT SHARNG PLAN
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.
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
$6.4M · 10 participants
CHOATE + HERTLEIN ARCHITECTS, P.C.
CHOATE + HERTLEIN ARCHITECTS, P.C. 401(K) PROFIT SHARING PLAN
$6.4M · 9 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
