Plan Ledger DOL Form 5500 · updated monthly

Jomela Property Management401(k)

JOMELA PROPERTY MANAGEMENT LLC 401(K) PROFIT SHARING PLAN · MILWAUKEE, WI · plan year 2022

Reported admin expense ratio · 2022
0.66%

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

Jomela Property Management reported $5,362 in plan administrative expenses for 2022: 0.66% of average plan assets, below the peer median. Employer contributions averaged $784 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 real estate & leasing employers. By assets it is among the smaller plans on file in Wisconsin (1,904th of 1,936), and 1,994th 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$837,551
Participants with balances42
Active participants103
Employer contributions$80,709
Employee contributions$155,830
Employer contribution per active participant$784
Average account balance$19,942
Benefits paid to participants$84,849
Plan auditUnmodified (clean) audit opinion
AuditorSCRIBNER, COHEN AND COMPANY
Administrative expenses, itemized · 2022
Recordkeeping & contract admin$5,362
Total administrative$5,362
The Jomela Property Management 401(k) match · 2022
Employer contribution per active participant$784
Median for plans this size$331

Jomela Property Management's 2022 employer contribution ran above the $331 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 2022 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Administrative cost history1
2022$5,362 · 0.66%
Similar plansReal Estate & Leasing · Wisconsin
Fleming Development, Inc. WI$861K · 0.70%
Clipper Realty, LP NY$846K · 0.62%

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Source: U.S. Department of Labor, Form 5500 series, EIN 264050782 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.