Plan Ledger DOL Form 5500 · updated monthly

Con Am Management Corporation401(k)

CON AM 401K RETIREMENT PLAN · SAN DIEGO, CA · plan year 2024

Reported admin expense ratio · 2024
0.46%

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

Con Am Management Corporation reported $166,955 in plan administrative expenses for 2024: 0.46% of average plan assets, above the peer median. Employer contributions averaged $337 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 rose from 0.15% to 0.46%. 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 2,243rd-largest of 9,483 plans among California employers on file, and the 371st of 2,096 in real estate & leasing. In 2024, employees put in $5.84 for every $1.00 the employer contributed; active participation has grown from 1,424 to 1,602 since 2022.

Plan summary
Net assets, end of year$37,621,760
Participants with balances844
Active participants1,602
Employer contributions$540,203
Employee contributions$3,156,871
Employer contribution per active participant$337
Average account balance$44,576
Benefits paid to participants$5,586,471
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$37.6M · 844 accts · $540K emplr
2023$35.4M · 818 accts · $511K emplr
2022$30.1M · 806 accts · $499K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$28,695
Investment management$53,539
Audit (IQPA)$15,500
Total administrative$166,955
The Con Am Management Corporation 401(k) match · 2024
Employer contribution per active participant$337
Median for plans this size$2,416
2024$337 per active participant
2023$318 per active participant
2022$351 per active participant

Con Am Management Corporation's 2024 employer contribution ran below the $2,416 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 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20244
EMPOWER ANNUITY INSURANCE COMPANY O · Contract administrator · Participant communication$606,070
NFP RETIREMENT INC · Investment advisory (plan)$53,539
WRIGHT FORD YOUNG & CO · Accounting / audit$15,500
UKG INC DBA ULTIMATE SOFTWARE GROUP$1,375

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

Recordkeeper by year2
2024Empower
2023Prudential

This plan has changed recordkeepers within these filings. If you left Con Am Management Corporation before a switch, your account may sit at the earlier firm or in a rollover IRA. Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$166,955 · 0.46%
2023$113,833 · 0.35%
2022$51,498 · 0.15%
Same employer
Similar plansReal Estate & Leasing · California
Srg Operating, Inc. CA$40.1M · 0.55%
Lereta, LLC CA$38.8M · 0.64%
Tah Operations, LLC CA$38.2M · 0.12%
Murcor, Inc. CA$36.3M · 0.33%
USA Properties Fund, Inc. CA$34.7M · 0.48%

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Source: U.S. Department of Labor, Form 5500 series, EIN 953809553 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.