Plan Ledger DOL Form 5500 · updated monthly

Better Place Forests Co.401(k)

BETTER PLACE FORESTS 401(K) PLAN · SAUSALITO, CA · plan year 2023

Reported admin expense ratio · 2023
1.08%

Better Place Forests Co. reported $24,541 in plan administrative expenses for 2023: 1.08% of average plan assets, higher than ~75% of peers. 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 1 year on file its reported administrative ratio fell from 1.16% to 1.08%. The plan sits in the $1M–$10M size bracket, benchmarked here against 22,307 comparable plans and shown alongside other real estate & leasing employers. By assets it is among the smaller plans on file in California (8,174th of 9,483), and 1,825th of 2,096 in real estate & leasing.

Plan summary
Net assets, end of year$2,280,627
Participants with balances97
Active participants38
Employer contributions—
Employee contributions$333,300
Employer contribution per active participant—
Average account balance$23,512
Benefits paid to participants$705,197
Plan auditUnmodified (clean) audit opinion
Plan history2
Yearassets · accounts · employer contribution
2023$2.3M · 97 accts
2022$2.3M · 160 accts
Administrative expenses, itemized · 2023
Recordkeeping & contract admin$19,064
Investment management$5,477
Total administrative$24,541
What these fees cost you

Annual cost at the plan's reported 2023 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20232
THE VANGUARD GROUP, INC. · Recordkeeping$19,064
PENSIONMARK FINANCIAL GROUP LLC · Investment advisory (plan)$5,477

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

Administrative cost history2
2023$24,541 · 1.08%
2022$22,834 · 1.16%
Similar plansReal Estate & Leasing · California
Blvd Residential Inc. CA$2.4M · 1.82%
Labri Management, Inc. CA$2.3M · 0.97%
Avanath Realty Inc CA$2.3M · 0.64%
Western Management LLC CA$2.2M · 0.90%
Avantstay, Inc. CA$2.0M · 0.63%
Hunt Enterprises, Inc. CA$1.9M · 0.12%

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Source: U.S. Department of Labor, Form 5500 series, EIN 812201855 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.