Plan Ledger DOL Form 5500 · updated monthly

El Monte Rents, Inc.401(k)

TOURISM HOLDINGS USA, INC. 401(K) PROFIT SHARING PLAN · SANTA FE SPRINGS, CA · plan year 2024

Reported admin expense ratio · 2024
0.51%

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

El Monte Rents, Inc. reported $47,478 in plan administrative expenses for 2024: 0.51% of average plan assets, below the peer median. Employer contributions averaged $842 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 3 years on file its reported administrative ratio has held roughly steady near 0.51%. 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 (5,390th of 9,483), and 1,099th of 2,096 in real estate & leasing. In 2024, employees put in $3.99 for every $1.00 the employer contributed; active participation has shrunk from 246 to 220 since 2022.

Plan summary
Net assets, end of year$10,224,387
Participants with balances254
Active participants220
Employer contributions$185,236
Employee contributions$739,836
Employer contribution per active participant$842
Average account balance$40,253
Benefits paid to participants$255,324
Plan auditUnmodified (clean) audit opinion
AuditorAPRIO LLP
Plan history3
Yearassets · accounts · employer contribution
2024$10.2M · 254 accts · $185K emplr
2023$8.6M · 281 accts · $217K emplr
2022$7.7M · 271 accts · $181K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$21,804
Investment management$25,674
Total administrative$47,478
The El Monte Rents, Inc. 401(k) match · 2024
Employer contribution per active participant$842
Median for plans this size$1,313
2024$842 per active participant
2023$1,153 per active participant
2022$734 per active participant

El Monte Rents, Inc.'s 2024 employer contribution ran below the $1,313 median for plans its size. 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 · 20243
BFSG, LLC · Investment advisory (plan)$22,879
EMPOWER ADVISORY GROUP, LLC · Investment management$2,795

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$47,478 · 0.51%
2023$40,264 · 0.50%
2022$41,392 · 0.49%
Similar plansReal Estate & Leasing · California
Bender Rosenthal, Inc. CA$10.4M · 0.48%
Mynd Management, Inc. CA$10.3M · 0.14%
Zumper, Inc. CA$10.1M · 0.11%

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Source: U.S. Department of Labor, Form 5500 series, EIN 953538473 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.