Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
MARK DEVELOPMENT COMPANY, INC.
EIN 45-0443839constructionLatest filing 2024
Plans
2
Retirement
2
$5.2M assets
Welfare
0
Participants
77
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $5.2M assets / 77 participantsParticipants by plan
Active + retired + deferred vested
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
HERITAGE HOMES 401(K) PLAN
401k
Assets$3.2M
Participants45
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#002
HERITAGE HOMES EMPLOYEE STOCK OWNERSHIP PLAN
ESOP
Assets$2.0M
Participants32
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | HERITAGE HOMES 401(K) PLAN | 401k | $3.2M | 45 | 2024 | |
| 002 | HERITAGE HOMES EMPLOYEE STOCK OWNERSHIP PLAN | ESOP | $2.0M | 32 | 2024 |
Retirement plans