Plan Ledger DOL Form 5500 · updated monthly

Barker Management, Inc.401(k)

BARKER MANAGEMENT, INC. · ANAHEIM, CA · plan year 2024

Reported admin expense ratio · 2024
0.65%

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

Barker Management, Inc. reported $43,870 in plan administrative expenses for 2024: 0.65% of average plan assets, above the peer median. Employer contributions averaged $662 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 rose from 0.61% to 0.65%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other real estate & leasing employers. By assets it is among the smaller plans on file in California (6,367th of 9,483), and 1,347th of 2,096 in real estate & leasing. In 2024, employees put in $3.34 for every $1.00 the employer contributed; active participation has shrunk from 222 to 193 since 2022.

Plan summary
Net assets, end of year$6,927,496
Participants with balances178
Active participants193
Employer contributions$127,679
Employee contributions$426,020
Employer contribution per active participant$662
Average account balance$38,919
Benefits paid to participants$938,156
Plan auditUnmodified (clean) audit opinion
AuditorNGP & ASSOCIATES
Plan history3
Yearassets · accounts · employer contribution
2024$6.9M · 178 accts · $128K emplr
2023$6.6M · 193 accts · $146K emplr
2022$5.9M · 205 accts · $161K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$26,903
Investment management$16,967
Total administrative$43,870
The Barker Management, Inc. 401(k) match · 2024
Employer contribution per active participant$662
Median for plans this size$1,313
2024$662 per active participant
2023$691 per active participant
2022$723 per active participant

Barker Management, Inc.'s 2024 employer contribution ran below the $1,313 median for plans its size. 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 · 20243
ADP, INC. · Loan processing · Recordkeeping$26,902
RAYMOND JAMES FINANCIAL SERVICE · Recordkeeping · Trustee$16,967
ADP BROKER-DEALERindirect comp

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

Recordkeeper by year2
2024ADP, Raymond James
2023ADP, Raymond James

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

Administrative cost history3
2024$43,870 · 0.65%
2023$39,971 · 0.64%
2022$39,683 · 0.61%
Same employer
Similar plansReal Estate & Leasing · California
Bright Development CA$7.2M · 0.01%
Lifetech Resources, LLC CA$7.0M · 0.18%
Pacific Storage Company CA$6.8M · 0.29%
Pacific AG Rentals, LLC CA$6.7M · 1.01%
Umro Realty Corp. CA$6.7M · 0.01%
Egomotion Corp. CA$6.7M · 0.43%

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Source: U.S. Department of Labor, Form 5500 series, EIN 330249019 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.