Plan Ledger DOL Form 5500 · updated monthly

Centercal Properties, LLC401(k)

CENTERCAL PROPERTIES, LLC 401(K) PLAN · EL SEGUNDO, CA · plan year 2024

Reported admin expense ratio · 2024
0.32%

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

Centercal Properties, LLC reported $48,612 in plan administrative expenses for 2024: 0.32% of average plan assets, above the peer median. Employer contributions averaged $4,396 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 0.36% to 0.32%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other real estate & leasing employers. By assets it is the 4,343rd-largest of 9,483 plans among California employers on file, and the 834th of 2,096 in real estate & leasing. In 2024, employees put in $2.24 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$15,299,301
Participants with balances141
Active participants138
Employer contributions$606,653
Employee contributions$1,360,457
Employer contribution per active participant$4,396
Average account balance$108,506
Benefits paid to participants$3,578,799
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$15.3M · 141 accts · $607K emplr
2023$14.7M · 145 accts · $622K emplr
2022$13.0M · 148 accts · $601K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$25,492
Investment management$8,120
Total administrative$48,612
The Centercal Properties, LLC 401(k) match · 2024
Employer contribution per active participant$4,396
Median for plans this size$2,416
2024$4,396 per active participant
2023$4,440 per active participant
2022$4,092 per active participant

Centercal Properties, LLC's 2024 employer contribution ran above the $2,416 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 · 20244
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$25,492
STRATEGIC ADVISORS, INC. · Investment advisory (plan)$8,120
WELLS FARGO ADVISORS FINANCIAL NETW · Investment advisory (participants) · Investment advisory (plan)$7,500
WELLS FARGO CLEARING SERVICES, LLC · Investment advisory (plan)$7,500

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

Administrative cost history3
2024$48,612 · 0.32%
2023$42,041 · 0.30%
2022$50,731 · 0.36%
Similar plansReal Estate & Leasing · California
Vpm Management, Inc. CA$16.1M · 0.33%
Trinity Management Services CA$16.0M · 0.14%
Landmark Dividend LLC CA$15.8M · 0.03%
Baldwin & Sons, LLC CA$14.5M · 0.31%

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Source: U.S. Department of Labor, Form 5500 series, EIN 202116572 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.