Filbert Management401(k)
FILBERT MANAGEMENT 401(K) PLAN · SAN FRANCISCO, CA · plan year 2022
Peer grade: A- · admin costs + employer contributions vs same-size plans · how grading works
Filbert Management reported $28,349 in plan administrative expenses for 2022: 0.09% of average plan assets, lower than ~75% of peers. Employer contributions averaged $3,595 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 0.09% to 0.11%. The plan sits in the $10M–$50M size bracket, benchmarked here against 26,806 comparable plans and shown alongside other real estate & leasing employers. By assets it is the 2,807th-largest of 9,483 plans among California employers on file, and the 480th of 2,096 in real estate & leasing. In 2022, employees put in $2.50 for every $1.00 the employer contributed.
Filbert Management's 2022 employer contribution ran above the $2,266 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.
Annual cost at the plan's reported 2022 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.
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Source: U.S. Department of Labor, Form 5500 series, EIN 943137641 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.