Plan Ledger DOL Form 5500 · updated monthly

Income Property Investments In401(k)

INCOME PROPERTY INVESTMENTS IN 401(K) PROFIT SHARING PLAN & TRUST · RANCHO CUCAMONGA, CA · plan year 2022

Reported admin expense ratio · 2022
4.91%

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

Income Property Investments In reported $5,288 in plan administrative expenses for 2022: 4.91% of average plan assets, higher than ~90% of peers. Employer contributions averaged $0 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 under $1M size bracket, benchmarked here against 4,041 comparable plans and shown alongside other other services employers. By assets it is among the smaller plans on file in California (9,312th of 9,483), and 3,278th of 3,341 in other services.

Plan summary
Net assets, end of year$132,717
Participants with balances85
Active participants808
Employer contributions$0
Employee contributions$115,956
Employer contribution per active participant$0
Average account balance$1,561
Benefits paid to participants$43,202
Plan auditUnmodified (clean) audit opinion
AuditorAUDIT AND TAX SOLUTIONS CPAS INC
Administrative expenses, itemized · 2022
Recordkeeping & contract admin$4,516
Investment management$772
Total administrative$5,288
The Income Property Investments In 401(k) match · 2022
Employer contribution per active participant$0
Median for plans this size$331

Income Property Investments In's 2022 employer contribution ran below the $331 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$5,288 · 4.91%
Similar plansOther Services · California
Mamelita, Inc. CA$214K · 0.03%
Trius Trucking Inc CA$195K · 8.74%
Dav Industries Inc CA$133K · 1.94%
The Apartment Company CA$132K · 1.94%
Sr Salons LLC CA$121K · 0.18%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 371665127 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.