Plan Ledger DOL Form 5500 · updated monthly

Cal-Am Properties, Inc.401(k)

CAL-AM PROPERTIES, INC. 401(K) PROFIT SHARING PLAN & TRUST · COSTA MESA, CA · plan year 2024

Reported admin expense ratio · 2024
0.22%

Cal-Am Properties, Inc. reported $8,124 in plan administrative expenses for 2024: 0.22% of average plan assets, below the peer median. 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 0.12% to 0.22%. 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 (7,351st of 9,483), and 1,627th of 2,096 in real estate & leasing.

Plan summary
Net assets, end of year$4,081,256
Participants with balances361
Active participants719
Employer contributions—
Employee contributions$899,525
Employer contribution per active participant—
Average account balance$11,305
Benefits paid to participants$458,901
Plan auditUnmodified (clean) audit opinion
AuditorMM & COMPANY LLP
Plan history3
Yearassets · accounts · employer contribution
2024$4.1M · 361 accts
2023$3.2M · 269 accts
2022$2.6M · 217 accts
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$8,124
Total administrative$8,124
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
ADP, INC. · Recordkeeping · Investment advisory (participants)$8,124
ADP BROKER-DEALER · Other servicesindirect 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
2023ADP

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

Administrative cost history3
2024$8,124 · 0.22%
2023$6,425 · 0.22%
2022$3,491 · 0.12%
Same employer
Similar plansReal Estate & Leasing · California
Gsa Management LLC CA$4.2M · 0.11%
Vasona Management, Inc. CA$4.0M · 1.24%

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Source: U.S. Department of Labor, Form 5500 series, EIN 954142711 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.