Plan Ledger DOL Form 5500 · updated monthly

Fortunebuilders, Inc.401(k)

FORTUNEBUILDERS, INC. 401(K) PLAN · SAN DIEGO, CA · plan year 2022

Reported admin expense ratio · 2022
0.49%

Fortunebuilders, Inc. reported $13,546 in plan administrative expenses for 2022: 0.49% of average plan assets, above the peer median. 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.

The plan sits in the $1M–$10M size bracket, benchmarked here against 30,021 comparable plans and shown alongside other real estate & leasing employers. By assets it is among the smaller plans on file in California (8,054th of 9,483), and 1,778th of 2,096 in real estate & leasing.

Plan summary
Net assets, end of year$2,568,976
Participants with balances65
Active participants47
Employer contributions—
Employee contributions$222,227
Employer contribution per active participant—
Average account balance$39,523
Benefits paid to participants$219,953
Plan auditUnmodified (clean) audit opinion
AuditorT.M. BYXBEE COMPANY P.C.
Administrative expenses, itemized · 2022
Recordkeeping & contract admin$13,546
Total administrative$13,546
What these fees cost you

Annual cost at the plan's reported 2022 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Administrative cost history1
2022$13,546 · 0.49%
Same employer
Similar plansReal Estate & Leasing · California
Sd Commercial, LLC CA$2.8M · 0.65%
Mosser Companies, Inc. CA$2.7M · 0.73%
Tahoe Club Company, LLC CA$2.7M · 1.00%
Frontier Personnel, LLC CA$2.5M · 0.59%
Gsf Properties, Inc. CA$2.5M · 1.99%
Ironwood Country Club CA$2.4M · 0.10%

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Source: U.S. Department of Labor, Form 5500 series, EIN 205196701 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.