Plan Ledger DOL Form 5500 · updated monthly

Geweke Real Estate401(k)

GEWEKE REAL ESTATE 401(K) PLAN · LODI, CA · plan year 2022

Reported admin expense ratio · 2022
0.43%

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

Geweke Real Estate reported $16,533 in plan administrative expenses for 2022: 0.43% of average plan assets, below the peer median. Employer contributions averaged $380 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.

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 (7,617th of 9,483), and 1,689th of 2,096 in real estate & leasing. In 2022, employees put in $5.12 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$3,483,688
Participants with balances94
Active participants122
Employer contributions$46,359
Employee contributions$237,306
Employer contribution per active participant$380
Average account balance$37,061
Benefits paid to participants$353,110
Plan auditUnmodified (clean) audit opinion
AuditorPOMARES AND COMPANY
Administrative expenses, itemized · 2022
Recordkeeping & contract admin$16,533
Total administrative$16,533
The Geweke Real Estate 401(k) match · 2022
Employer contribution per active participant$380
Median for plans this size$1,114

Geweke Real Estate's 2022 employer contribution ran below the $1,114 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 2022 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Administrative cost history1
2022$16,533 · 0.43%
Same employer
Similar plansReal Estate & Leasing · California
Spieker Companies, Inc. CA$3.3M · 0.05%
6 Founders, LLC CA$3.1M · 0.79%
Sundae, Inc. CA$3.1M · 0.49%
Avanath Communities, Inc. CA$3.1M · 0.53%

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Source: U.S. Department of Labor, Form 5500 series, EIN 261593878 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.