Plan Ledger DOL Form 5500 · updated monthly

Grill Brothers Partnership dba Aaction Rents401(k)

AACTION RENTS PROFIT SHARING PLAN · WINDSOR, CA · plan year 2024

Reported admin expense ratio · 2024
0.53%

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

Grill Brothers Partnership dba Aaction Rents reported $21,216 in plan administrative expenses for 2024: 0.53% of average plan assets, above the peer median. Employer contributions averaged $2,553 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 0.45% to 0.53%. 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 (7,287th of 9,483), and 1,606th of 2,096 in real estate & leasing. In 2024, employees put in $1.35 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$4,266,326
Participants with balances93
Active participants66
Employer contributions$168,527
Employee contributions$227,761
Employer contribution per active participant$2,553
Average account balance$45,874
Benefits paid to participants$266,716
Plan auditUnmodified (clean) audit opinion
AuditorLBMC, PC
Plan history3
Yearassets · accounts · employer contribution
2024$4.3M · 93 accts · $169K emplr
2023$3.7M · 117 accts · $169K emplr
2022$3.2M · 138 accts · $152K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$21,216
Total administrative$21,216
The Grill Brothers Partnership dba Aaction Rents 401(k) match · 2024
Employer contribution per active participant$2,553
Median for plans this size$1,313
2024$2,553 per active participant
2023$2,637 per active participant
2022$2,203 per active participant

Grill Brothers Partnership dba Aaction Rents's 2024 employer contribution ran above the $1,313 median for plans its size, placing it in the top 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
TRANSAMERICA LIFE INSURANCE COMPANY · Recordkeeping · Loan processing$21,216

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Recordkeeper by year2
2024Transamerica
2023Transamerica

Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$21,216 · 0.53%
2023$18,955 · 0.55%
2022$15,823 · 0.45%
Similar plansReal Estate & Leasing · California
Intelliloan, Inc. CA$4.5M · 0.33%
Dti Investments Inc CA$4.5M · 0.86%
Caster Properties, Inc. CA$4.4M · 0.31%
Beverly Hills Properties CA$4.3M · 0.33%
Gsa Management LLC CA$4.2M · 0.11%
Cal-Am Properties, Inc. CA$4.1M · 0.22%

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Source: U.S. Department of Labor, Form 5500 series, EIN 942373673 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.