Plan Ledger DOL Form 5500 · updated monthly

Gemini Rosemont Property Management, LLC401(k)

GEMINI ROSEMONT PROPERTY MANAGEMENT 401(K) PLAN · LOS ANGELES, CA · plan year 2024

Reported admin expense ratio · 2024
0.19%

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

Gemini Rosemont Property Management, LLC reported $12,909 in plan administrative expenses for 2024: 0.19% of average plan assets, lower than ~75% of peers. Employer contributions averaged $1,615 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 0.06% to 0.19%. 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 (6,254th of 9,483), and 1,314th of 2,096 in real estate & leasing. In 2024, employees put in $6.00 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$7,273,094
Participants with balances98
Active participants58
Employer contributions$93,698
Employee contributions$561,799
Employer contribution per active participant$1,615
Average account balance$74,215
Benefits paid to participants$890,266
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$7.3M · 98 accts · $94K emplr
2023$6.6M · 112 accts · $98K emplr
2022$5.9M · 116 accts · $76K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$6,596
Total administrative$12,909
The Gemini Rosemont Property Management, LLC 401(k) match · 2024
Employer contribution per active participant$1,615
Median for plans this size$1,313
2024$1,615 per active participant
2023$1,379 per active participant
2022$1,233 per active participant

Gemini Rosemont Property Management, LLC's 2024 employer contribution ran above the $1,313 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 · 20244
PENSION PLANNING CONSULTANTS INC · Contract administrator · Other services$4,851
PRINCIPAL LIFE INSURANCE COMPANY · Contract administrator · Loan processing$1,744
NORTHWESTERN MUTUAL INVESTMET SERV · Other servicesindirect comp
WILSHIRE ADVISORS LLC · Investment advisory (plan)indirect comp

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$12,909 · 0.19%
2023$1,595 · 0.03%
2022$4,773 · 0.06%
Similar plansReal Estate & Leasing · California
Ballast Investments, LLC CA$7.6M · 0.31%
Callsource CA$7.6M · 0.64%
Bright Development CA$7.2M · 0.01%
Lifetech Resources, LLC CA$7.0M · 0.18%

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Source: U.S. Department of Labor, Form 5500 series, EIN 472592834 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.