Plan Ledger DOL Form 5500 · updated monthly

Ism Management Company, LLC401(k)

ISM MANAGEMENT COMPANY, LLC 401(K) RETIREMENT PLAN · LOS ANGELES, CA · plan year 2022

Reported admin expense ratio · 2022
0.13%

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

Ism Management Company, LLC reported $7,074 in plan administrative expenses for 2022: 0.13% of average plan assets, lower than ~75% of peers. Employer contributions averaged $1,492 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 (6,967th of 9,483), and 1,503rd of 2,096 in real estate & leasing. In 2022, employees put in $1.93 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$5,118,775
Participants with balances96
Active participants141
Employer contributions$210,434
Employee contributions$406,891
Employer contribution per active participant$1,492
Average account balance$53,321
Benefits paid to participants$599,132
Plan auditUnmodified (clean) audit opinion
AuditorCSMD, LLP
Administrative expenses, itemized · 2022
Professional / advisory$7,074
Total administrative$7,074
The Ism Management Company, LLC 401(k) match · 2022
Employer contribution per active participant$1,492
Median for plans this size$1,114

Ism Management Company, LLC's 2022 employer contribution ran above the $1,114 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 2022 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Administrative cost history1
2022$7,074 · 0.13%
Similar plansReal Estate & Leasing · California
Ardenbrook, Inc. CA$5.5M · 0.17%
Lres Corporation CA$5.0M · 0.74%
Mtc Financial, Inc. CA$4.8M · 0.02%

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Source: U.S. Department of Labor, Form 5500 series, EIN 954780000 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.