How big is Majestic Realty Co.'s plan?

Majestic Realty Co.'s plan reported $79.1M in assets and 252 participants for 2024.

Original filing (PDF)20251013153646NAL0003401794001

Majestic Realty Co.

Name: Majestic Realty Co. — MRC 401(k) Savings Plan, Form 5500 (2024)
Creator: Majestic Realty Co.
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

MRC 401(k) Savings Plan

401(k) retirement plan · Majestic Realty Co.'s MRC 401(k) Savings Plan held $79.1M in plan assets for 252 participants in 2024, with Fidelity as recordkeeper.

Signals · 1

Corrective distributions issued

Active participants

252

Accounts w/ balance

354

Plan assets (EOY)

$79.1M

Net assets (EOY)

$79.1M

People on this filing

Jeffrey Staat signed Majestic Realty Co.'s 2024 Form 5500 as plan administrator.

Jeffrey Staat — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Majestic Realty Co.'s EIN is 95-2256015.

EIN 95-2256015

Plan number 001

Plan year 2024

ACK ID 20251013153646NAL0003401794001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Majestic Realty Co. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Majestic Realty Co.'s plan includes a 401(k) feature, a default investment (QDIA), profit-sharing, ERISA 404(c) participant direction, a self-directed brokerage window.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for MAJESTIC REALTY CO..

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How this plan invests

This plan

35 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score

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.

Compliance & integrity

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

Corrective distributions issued (likely failed ADP/ACP testing).

Helping the score

Below-peer total plan cost (99th percentile).

Plan sponsor

Name

MAJESTIC REALTY CO.

EIN

all filings

Address

13191 CROSSROADS PARKWAY NORTH · 6TH FLOOR · CITY OF INDUSTRY, CA · 91746

Phone

(562) 692-9581

Industry

Real Estate

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

2025-10-13

Pension benefit codes

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

3H · Sponsor in controlled / affiliated group

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

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

Service providers (Schedule C)

2 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
FIDELITY INVESTMENTS INSTITUTIONAL	04-2647786	—	RECORDKEEPER	-$47K	—

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
STRATEGIC ADVISORS, INC.	04-2654524	—	ADVISOR	$17K	—

Investments

35 direct securities· $79.1M(100% of reported assets)

Mutual Funds

$53.2M

28 holdings

Common Collective Trusts

$18.4M

2 holdings

Other securities

$7.1M

4 holdings

Bonds / Notes

$446K

1 holding

					% of plan
Fidelity Mutual Fund Spartan 500 Index Fund - Fidelity Advantage Class	Common Collective Trusts	—	—	$12.5M	15.8%
Fidelity Mutual Fund Fidelity Growth Company Fund Class K	Mutual Funds	—	—	$9.5M	12.0%
Fidelity Mutual Fund Fidelity Government Money Market Fund	Mutual Funds	—	—	$6.2M	7.8%
Fidelity Mutual Fund Fidelity Freedom 2030 Fund Class K	Mutual Funds	—	—	$6.0M	7.6%
Fidelity Bond Fund Fidelity US Bond Index Fund	Common Collective Trusts	—	—	$5.9M	7.4%
TRP Mutual Fund T. Rowe Price Blue Chip Growth Fund	Other securities	—	—	$5.2M	6.6%
Fidelity Mutual Fund Fidelity Freedom 2040 Fund Class K	Mutual Funds	—	—	$3.8M	4.8%
Fidelity Mutual Fund Fidelity Freedom 2035 Fund Class K	Mutual Funds	—	—	$3.6M	4.6%
Fidelity Mutual Fund Fidelity Freedom 2025 Fund Class K	Mutual Funds	—	—	$3.2M	4.0%
Fidelity Mutual Fund Fidelity Freedom 2045 Fund Class K	Mutual Funds	—	—	$3.2M	4.0%
Janus Mutual Fund Janus Henderson Enterprise N Fund	Mutual Funds	—	—	$2.6M	3.3%
Fidelity Mutual Fund Fidelity OTC Portfolio Class K	Mutual Funds	—	—	$2.5M	3.2%
Fidelity Mutual Fund Fidelity Freedom 2050 Fund	Mutual Funds	—	—	$1.7M	2.2%
Fidelity Mutual Fund Fidelity Freedom 2020 Fund Class K	Mutual Funds	—	—	$1.6M	2.1%
Fidelity Mutual Fund Fidelity International Index	Mutual Funds	—	—	$1.6M	2.0%
Fidelity Mutual Fund Fidelity Small Cap Index	Mutual Funds	—	—	$1.5M	1.9%
JPM Mutual Fund JPMorgan Equity Income Fund	Other securities	—	—	$1.3M	1.7%
Fidelity Mutual Fund Fidelity Low Price Stock Fund Class K	Mutual Funds	—	—	$1.2M	1.5%
Fidelity Mutual Fund Fidelity Freedom 2055 Fund Class K	Mutual Funds	—	—	$1.2M	1.5%
Fidelity Mutual Fund Fidelity Freedom 2060 Fund Class K	Mutual Funds	—	—	$1.0M	1.3%
MFS Fund MFS Mid Cap Value Fund	Mutual Funds	—	—	$566K	0.7%
Notes receivable from Interest rates ranging from 3.25% to 9.50% -	Bonds / Notes	—	—	$446K	0.6%
Fidelity Mutual Fund Dimensional Fund Advisors Emerging Markets Core Equity	Mutual Funds	—	—	$419K	0.5%
Fidelity Mutual Fund Fidelity Strategic Income Fund	Mutual Funds	—	—	$378K	0.5%
Undiscovered Managers Undiscovered Managers Behavioral Value Inst	Other securities	—	—	$338K	0.4%
Fidelity Mutual Fund Putnam Small Cap Growth Fund Class Y	Mutual Funds	—	—	$275K	0.3%
Fidelity Mutual Fund Fidelity Freedom 2010 Fund Class K	Mutual Funds	—	—	$274K	0.3%
Fidelity Mutual Fund Fidelity Freedom 2015 Fund Class K	Mutual Funds	—	—	$252K	0.3%
American Century American Century Inflation-Adjusted Bond	Other securities	—	—	$218K	0.3%
Fidelity BrokerageLink Common Stock	Mutual Funds	—	—	$198K	0.2%
Fidelity Mutual Fund Fidelity Freedom Income Fund Class K	Mutual Funds	—	—	$155K	0.2%
Fidelity BrokerageLink Cash	Mutual Funds	—	—	$74K	<0.1%
Fidelity BrokerageLink Interest in Registered Investment Companies	Mutual Funds	—	—	$44K	<0.1%
Fidelity Mutual Fund Fidelity Freedom 2065 Fund Class K	Mutual Funds	—	—	$37K	<0.1%
Fidelity BrokerageLink Fidelity Fund	Mutual Funds	—	—	$7K	<0.1%