Plan Ledger DOL Form 5500 · updated monthly

Caster Properties, Inc.401(k)

CASTER PROPERTIES, INC. 401(K) RETIREMENT SAVINGS PLAN · SAN DIEGO, CA · plan year 2022

Reported admin expense ratio · 2022
0.31%

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

Caster Properties, Inc. reported $14,189 in plan administrative expenses for 2022: 0.31% of average plan assets, below the peer median. Employer contributions averaged $341 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 30,021 comparable plans and shown alongside other real estate & leasing employers. By assets it is among the smaller plans on file in California (7,214th of 9,483), and 1,588th of 2,096 in real estate & leasing. In 2022, employees put in $9.90 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$4,426,650
Participants with balances68
Active participants99
Employer contributions$33,776
Employee contributions$334,443
Employer contribution per active participant$341
Average account balance$65,098
Benefits paid to participants$48,435
Plan auditUnmodified (clean) audit opinion
AuditorLAVINE, LOFGREN, MORRIS & ENGELBERG
Administrative expenses, itemized · 2022
Professional / advisory$14,189
Total administrative$14,189
The Caster Properties, Inc. 401(k) match · 2022
Employer contribution per active participant$341
Median for plans this size$1,114

Caster Properties, Inc.'s 2022 employer contribution ran below the $1,114 median for plans its size, in the bottom 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 2022 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Administrative cost history1
2022$14,189 · 0.31%
Same employer
Similar plansReal Estate & Leasing · California
Toyotalift, Inc. CA$4.5M · 0.86%
Westport Properties, Inc. CA$4.5M · 0.05%
Intelliloan, Inc. CA$4.5M · 0.33%
Dti Investments Inc CA$4.5M · 0.86%
Beverly Hills Properties CA$4.3M · 0.33%
Gsa Management LLC CA$4.2M · 0.11%

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Source: U.S. Department of Labor, Form 5500 series, EIN 330884993 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.