Plan Ledger DOL Form 5500 · updated monthly

Egomotion Corp.401(k)

EGOMOTION CORP. 401(K) PLAN · SAN FRANCISCO, CA · plan year 2023

Reported admin expense ratio · 2023
0.43%

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

Egomotion Corp. reported $27,264 in plan administrative expenses for 2023: 0.43% of average plan assets, below the peer median. Employer contributions averaged $8,108 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 5 years on file its reported administrative ratio has held roughly steady near 0.68%. The plan sits in the $1M–$10M size bracket, benchmarked here against 22,307 comparable plans and shown alongside other real estate & leasing employers. By assets it is among the smaller plans on file in California (6,448th of 9,483), and 1,368th of 2,096 in real estate & leasing. In 2023, employees put in $1.88 for every $1.00 the employer contributed; active participation has shrunk from 88 to 35 since 2020.

Plan summary
Net assets, end of year$6,652,850
Participants with balances223
Active participants35
Employer contributions$283,789
Employee contributions$532,258
Employer contribution per active participant$8,108
Average account balance$29,833
Benefits paid to participants$1,235,964
Plan auditUnmodified (clean) audit opinion
AuditorMETZ & ASSOCIATES
Plan history4
Yearassets · accounts · employer contribution
2024$7K · 6 accts · $51K emplr
2023$6.7M · 223 accts · $284K emplr
2022$6.0M · 257 accts · $551K emplr
2020$3.9M · 183 accts · $479K emplr
Administrative expenses, itemized · 2023
Investment management$27,264
Total administrative$27,264
The Egomotion Corp. 401(k) match · 2023
Employer contribution per active participant$8,108
Median for plans this size$1,308
2024$17,104 per active participant
2023$8,108 per active participant
2022$7,255 per active participant
2020$5,441 per active participant

Egomotion Corp.'s 2023 employer contribution ran above the $1,308 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 2023 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20231
HUMAN INTEREST ADVISOR LLC · Contract administrator · Investment advisory (plan)$27,264

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

Recordkeeper by year2
2024Human Interest
2023Human Interest

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Administrative cost history4
2024$22,514 · 0.68%
2023$27,264 · 0.43%
2022$30,610 · 0.52%
2020$20,197 · 0.65%
Same employer
Similar plansReal Estate & Leasing · California
Barker Management, Inc. CA$6.9M · 0.65%
Pacific Storage Company CA$6.8M · 0.29%
Pacific AG Rentals, LLC CA$6.7M · 1.01%
Umro Realty Corp. CA$6.7M · 0.01%
Jamison Services Inc CA$6.5M · 0.28%
Dft Inc. CA$6.5M · 0.40%
Spruce Grove, Inc. CA$6.3M · 0.53%

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Source: U.S. Department of Labor, Form 5500 series, EIN 274556727 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.