Plan Ledger DOL Form 5500 · updated monthly

Frankel Family Trust D/B/A Management Support401(k)

MANAGEMENT SUPPORT 401(K) PLAN · SANTA ANA, CA · plan year 2024

Reported admin expense ratio · 2024
0.32%

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

Frankel Family Trust D/B/A Management Support reported $32,900 in plan administrative expenses for 2024: 0.32% of average plan assets, above the peer median. Employer contributions averaged $870 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 0.324%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other real estate & leasing employers. By assets it is among the smaller plans on file in California (5,255th of 9,483), and 1,063rd of 2,096 in real estate & leasing. In 2024, employees put in $1.87 for every $1.00 the employer contributed; active participation has grown from 378 to 483 since 2022.

Plan summary
Net assets, end of year$10,750,431
Participants with balances381
Active participants483
Employer contributions$420,195
Employee contributions$785,355
Employer contribution per active participant$870
Average account balance$28,216
Benefits paid to participants$1,276,054
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$10.8M · 381 accts · $420K emplr
2023$9.5M · 352 accts · $386K emplr
2022$7.7M · 353 accts · $372K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$29,751
Investment management$3,149
Total administrative$32,900
The Frankel Family Trust D/B/A Management Support 401(k) match · 2024
Employer contribution per active participant$870
Median for plans this size$2,416
2024$870 per active participant
2023$988 per active participant
2022$984 per active participant

Frankel Family Trust D/B/A Management Support's 2024 employer contribution ran below the $2,416 median for plans its size, in the bottom 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
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$29,751

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$32,900 · 0.32%
2023$28,291 · 0.33%
2022$26,671 · 0.32%
Same employer
Similar plansReal Estate & Leasing · California
Champagne Resorts, Inc. CA$11.4M · 1.50%
Warren Properties, Inc. CA$11.3M · 0.29%
Golden Rain Foundation CA$10.9M · 0.50%
Veritas Investments, Inc. CA$10.8M · 0.11%
Point Digital Finance, Inc. CA$10.6M · 0.09%
Abode Communities CA$10.6M · 0.60%
Bender Rosenthal, Inc. CA$10.4M · 0.48%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 956757355 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.