Plan Ledger DOL Form 5500 · updated monthly

California Association of Realtors401(k)

CALIFORNIA ASSOCIATION OF REALTORS PROFIT SHARING PLAN · LOS ANGELES, CA · plan year 2024

Reported admin expense ratio · 2024
0.13%

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

California Association of Realtors reported $87,166 in plan administrative expenses for 2024: 0.13% of average plan assets, below the peer median. Employer contributions averaged $20,293 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 0.14% to 0.13%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other real estate & leasing employers. By assets it is the 1,362nd-largest of 9,483 plans among California employers on file, and the 198th of 2,096 in real estate & leasing. In 2024, the employer put in $2.42 for every $1.00 employees contributed themselves.

Plan summary
Net assets, end of year$67,469,690
Participants with balances171
Active participants134
Employer contributions$2,719,274
Employee contributions$1,124,291
Employer contribution per active participant$20,293
Average account balance$394,560
Benefits paid to participants$10,705,088
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$67.5M · 171 accts · $2.7M emplr
2023$65.3M · 171 accts · $2.3M emplr
2022$57.9M · 168 accts · $2.0M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$20,089
Investment management$64,702
Audit (IQPA)$1,575
Total administrative$87,166
The California Association of Realtors 401(k) match · 2024
Employer contribution per active participant$20,293
Median for plans this size$3,635
2024$20,293 per active participant
2023$17,844 per active participant
2022$15,411 per active participant

California Association of Realtors's 2024 employer contribution ran above the $3,635 median for plans its size, placing it in the top 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 · 20246
SCHWAB RETIREMENT PLAN SERVICES,INC · Recordkeeping$17,411
ONEDIGITAL TOPCO LLC · Investment management$33,000
ALEXIS INVESTMENT PARTNERS LLC · Investment advisory (participants)$11,679
RESOURCES INVESTMENT ADVISORS · Investment advisory (participants) · Investment management$10,283
FIRST FINANCIAL CONSULTING · Investment advisory (participants)$8,585
CHARLES SCHWAB & CO., INC. · Securities brokerage$843

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

Recordkeeper by year2
2024Charles Schwab
2023Charles Schwab

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

Administrative cost history3
2024$87,166 · 0.13%
2023$91,813 · 0.15%
2022$95,483 · 0.14%
Same employer
Similar plansReal Estate & Leasing · California
Orange Coast Title Company CA$73.2M · 0.49%
Lewis Management Corp. CA$72.0M · 0.04%
Marcus & Millichap, Inc. CA$67.1M · 0.20%
The John Stewart Company CA$66.6M · 0.38%
Biomed Realty, L.P. CA$66.3M · 0.23%
Oakwood Worldwide (US) LP CA$65.5M · 0.27%

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Source: U.S. Department of Labor, Form 5500 series, EIN 950594790 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.