Plan Ledger DOL Form 5500 · updated monthly

Action Property Management, Inc.401(k)

ACTION PROPERTY MANAGEMENT, INC. 401(K) PLAN · IRVINE, CA · plan year 2024

Reported admin expense ratio · 2024
0.25%

Peer grade: C+ · admin costs + employer contributions vs same-size plans · how grading works

Action Property Management, Inc. reported $43,800 in plan administrative expenses for 2024: 0.25% of average plan assets, below the peer median. Employer contributions averaged $231 per active participant. This ratio covers administrative expenses reported on the plan's Schedule H only; fund-level expense ratios are not included in public structured data — see methodology.

Across the 2 years on file its reported administrative ratio fell from 0.32% to 0.25%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other real estate & leasing employers. By assets it is the 3,731st-largest of 9,483 plans among California employers on file, and the 692nd of 2,096 in real estate & leasing. In 2024, employees put in $10.50 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$19,269,719
Participants with balances410
Active participants851
Employer contributions$196,701
Employee contributions$2,065,084
Employer contribution per active participant$231
Average account balance$46,999
Benefits paid to participants$1,725,308
Plan auditUnmodified (clean) audit opinion
AuditorJLK ROSENBERGER
Plan history3
Yearassets · accounts · employer contribution
2024$19.3M · 410 accts · $197K emplr
2023$16.0M · 406 accts · $199K emplr
2022$13.7M · 410 accts · $203K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$14,962
Investment management$28,838
Total administrative$43,800
The Action Property Management, Inc. 401(k) match · 2024
Employer contribution per active participant$231
Median for plans this size$2,416
2024$231 per active participant
2023$241 per active participant
2022$247 per active participant

Action Property Management, Inc.'s 2024 employer contribution ran below the $2,416 median for plans its size, in the bottom quarter of its peers. Filings report dollars actually contributed, not the match formula; the formula itself (for example, 50% of the first 6% of pay) lives in the plan's summary plan description from HR.

What these fees cost you

Annual cost at the plan's reported 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20242
STANCORP FINANCIAL GROUP · Claims processing · Recordkeeping$60,415
USI ADVISORS, INC. · Investment advisory (plan)$28,838

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Recordkeeper by year2
2024The Standard
2023The Standard

Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$43,800 · 0.25%
2023$44,613 · 0.30%
2022$43,040 · 0.32%
Same employer
Similar plansReal Estate & Leasing · California
Meyer Properties CA$19.7M · 0.07%
Sunset Development Company CA$19.5M · 0.57%
Fairsquare, Inc. CA$19.4M · 0.59%
Cai International, Inc. CA$18.2M · 0.44%

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Source: U.S. Department of Labor, Form 5500 series, EIN 330053937 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.