Plan Ledger DOL Form 5500 · updated monthly

Jamboree Realty Corporation dba Jamboree Management401(k)

JAMBOREE MANAGEMENT 401(K) PLAN · LAGUNA HILLS, CA · plan year 2022

Reported admin expense ratio · 2022
0.06%

Jamboree Realty Corporation dba Jamboree Management reported $2,690 in plan administrative expenses for 2022: 0.06% of average plan assets, lower than ~75% of peers. 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 (7,453rd of 9,483), and 1,650th of 2,096 in real estate & leasing.

Plan summary
Net assets, end of year$3,838,020
Participants with balances62
Active participants169
Employer contributions—
Employee contributions$234,171
Employer contribution per active participant—
Average account balance$61,904
Benefits paid to participants$534,131
Plan auditUnmodified (clean) audit opinion
AuditorMARCUM LLP
Administrative expenses, itemized · 2022
Recordkeeping & contract admin$2,690
Total administrative$2,690
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$2,690 · 0.06%
Similar plansReal Estate & Leasing · California
Cal-Am Properties, Inc. CA$4.1M · 0.22%
Vasona Management, Inc. CA$4.0M · 1.24%
Geweke Real Estate CA$3.5M · 0.43%
Spieker Companies, Inc. CA$3.3M · 0.05%

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Source: U.S. Department of Labor, Form 5500 series, EIN 953780991 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.