Plan Ledger DOL Form 5500 · updated monthly

California Regional Multiple Listing Services, Inc.401(k)

CALIFORNIA REGIONAL MULTIPLE LISTING SERVICES, INC. 401(K) PLAN · CHINO HILLS, CA · plan year 2024

Reported admin expense ratio · 2024
0.44%

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

California Regional Multiple Listing Services, Inc. reported $31,352 in plan administrative expenses for 2024: 0.44% of average plan assets, below the peer median. Employer contributions averaged $2,938 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.

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 (6,561st of 9,483), and 1,390th of 2,096 in real estate & leasing. In 2024, employees put in $1.52 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$6,318,057
Participants with balances112
Active participants119
Employer contributions$349,656
Employee contributions$532,316
Employer contribution per active participant$2,938
Average account balance$56,411
Benefits paid to participants$1,720,686
Plan auditUnmodified (clean) audit opinion
AuditorMACIAS GINI & O'CONNELL LLP
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$3,074
Investment management$28,278
Total administrative$31,352
The California Regional Multiple Listing Services, Inc. 401(k) match · 2024
Employer contribution per active participant$2,938
Median for plans this size$1,313

California Regional Multiple Listing Services, Inc.'s 2024 employer contribution ran above the $1,313 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 · 20242
INSPERITY RETIREMENT SERVICES · Recordkeeping · Loan processing$2,525
WILSHIRE ASSOCIATES · Consulting · Investment advisory (participants)$20,819

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

Administrative cost history1
2024$31,352 · 0.44%
Similar plansReal Estate & Leasing · California
Umro Realty Corp. CA$6.7M · 0.01%
Egomotion Corp. CA$6.7M · 0.43%
Jamison Services Inc CA$6.5M · 0.28%
Dft Inc. CA$6.5M · 0.40%
Spruce Grove, Inc. CA$6.3M · 0.53%
Wsh Management Inc CA$6.1M · 0.66%

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Source: U.S. Department of Labor, Form 5500 series, EIN 954245299 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.