Plan Ledger DOL Form 5500 · updated monthly

Ethan Conrad Properties, Inc.401(k)

ETHAN CONRAD PROPERTIES, INC. 401(K) PROFIT SHARING PLAN & TRUST · SACRAMENTO, CA · plan year 2024

Reported admin expense ratio · 2024
0.52%

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

Ethan Conrad Properties, Inc. reported $24,635 in plan administrative expenses for 2024: 0.52% of average plan assets, below the peer median. Employer contributions averaged $3,088 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 0.73% to 0.52%. 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 (6,755th of 9,483), and 1,432nd of 2,096 in real estate & leasing. In 2024, employees put in $1.52 for every $1.00 the employer contributed; active participation has grown from 148 to 196 since 2022.

Plan summary
Net assets, end of year$5,769,366
Participants with balances285
Active participants196
Employer contributions$605,237
Employee contributions$920,971
Employer contribution per active participant$3,088
Average account balance$20,243
Benefits paid to participants$65,232
Plan auditDisclaimer of opinion
Plan history3
Yearassets · accounts · employer contribution
2024$5.8M · 285 accts · $605K emplr
2023$3.7M · 254 accts · $485K emplr
2022$2.1M · 145 accts · $194K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$2,235
Investment management$22,400
Total administrative$24,635
The Ethan Conrad Properties, Inc. 401(k) match · 2024
Employer contribution per active participant$3,088
Median for plans this size$1,313
2024$3,088 per active participant
2023$2,790 per active participant
2022$1,310 per active participant

Ethan Conrad Properties, Inc.'s 2024 employer contribution ran above the $1,313 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 · 20241
FC 360, INC.-LOUIS BARRIENTOS · Investment management$22,400

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$24,635 · 0.52%
2023$16,067 · 0.55%
2022$16,124 · 0.73%
Same employer
Similar plansReal Estate & Leasing · California
Solari Enterprises Inc. CA$6.1M · 0.02%
Laaco, LTD. CA$5.9M · 0.43%
Martis Camp Club CA$5.7M · 0.59%
Manco Abbott, Inc. CA$5.7M · 0.59%
Ardenbrook, Inc. CA$5.5M · 0.17%

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Source: U.S. Department of Labor, Form 5500 series, EIN 943371030 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.