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MAYNARD/RICH MANAGEMENT COMPANY — MAYNARD/RICH MANAGEMENT COMPANY 401(K) PLAN & TRUST, Form 5500 (2024) | Form 5500 Search
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Original filing (PDF)
20251012220048NAL0000196579001
MAYNARD/RICH MANAGEMENT COMPANY
Form 5500-SF
FILING_RECEIVED
MAYNARD/RICH MANAGEMENT COMPANY 401(K) PLAN & TRUST
401(k) retirement plan
Active participants
65
Accounts w/ balance
16
Plan assets (EOY)
$1.8M
Net assets (EOY)
$1.8M
Plan health score (directional)
84
/ 100
Grade B
Above-average plan
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
MAYNARD/RICH MANAGEMENT COMPANY
.
Find decision makers
Plan sponsor
Name
MAYNARD/RICH MANAGEMENT COMPANY
EIN
95-4580884
Address
2 TOWNSEND STREET · SAN FRANCISCO, CA · 94107
Phone
(415) 541-7785
Industry
Real Estate
see 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
2025-10-12
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
Service providers (Schedule C)
Small plans don't disclose service providers
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65
Knocking points off
Only 25% as many balances as active participants — suggests many active employees aren't deferring.
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.
PRINCETON INTERNATIONAL PROPERTI
PRINCETON INTERNATIONAL PROPERTI INC 401K
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