Plan Ledger DOL Form 5500 · updated monthly

Five Point Communities Mgmt Inc401(k)

FIVE POINT 401(K) PLAN · IRVINE, CA · plan year 2024

Reported admin expense ratio · 2024
0.05%

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

Five Point Communities Mgmt Inc reported $33,816 in plan administrative expenses for 2024: 0.05% of average plan assets, lower than ~75% of peers. Employer contributions averaged $5,480 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 0.07% to 0.05%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other real estate & leasing employers. By assets it is the 1,410th-largest of 9,483 plans among California employers on file, and the 209th of 2,096 in real estate & leasing. In 2024, employees put in $2.99 for every $1.00 the employer contributed; active participation has shrunk from 122 to 90 since 2022.

Plan summary
Net assets, end of year$65,331,612
Participants with balances189
Active participants90
Employer contributions$493,171
Employee contributions$1,476,915
Employer contribution per active participant$5,480
Average account balance$345,670
Benefits paid to participants$6,009,080
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$65.3M · 189 accts · $493K emplr
2023$61.1M · 243 accts · $545K emplr
2022$51.7M · 276 accts · $692K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$2,220
Trustee / custodial$16,696
Total administrative$33,816
The Five Point Communities Mgmt Inc 401(k) match · 2024
Employer contribution per active participant$5,480
Median for plans this size$3,635
2024$5,480 per active participant
2023$5,617 per active participant
2022$5,675 per active participant

Five Point Communities Mgmt Inc's 2024 employer contribution ran above the $3,635 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 · 20242
CAPFINANCIAL PARTNERS LLC DBA CAPTR · Investment advisory (plan)$16,696

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$33,816 · 0.05%
2023$27,328 · 0.05%
2022$39,846 · 0.07%
Same employer
Similar plansReal Estate & Leasing · California
Marcus & Millichap, Inc. CA$67.1M · 0.20%
The John Stewart Company CA$66.6M · 0.38%
Biomed Realty, L.P. CA$66.3M · 0.23%
Oakwood Worldwide (US) LP CA$65.5M · 0.27%
Electro Rent Corporation CA$64.7M · 0.07%
Marcus & Millichap Company CA$64.0M · 0.02%
Rockwood Capital, LLC CA$61.1M · 0.20%

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Source: U.S. Department of Labor, Form 5500 series, EIN 270179123 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.