Plan Ledger DOL Form 5500 · updated monthly

Keystone Pacific Property Management, LLC401(k)

KEYSTONE PACIFIC 401(K) PLAN · IRVINE, CA · plan year 2024

Reported admin expense ratio · 2024
0.58%

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

Keystone Pacific Property Management, LLC reported $86,822 in plan administrative expenses for 2024: 0.58% of average plan assets, higher than ~75% of peers. Employer contributions averaged $1,045 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 3 years on file its reported administrative ratio has held roughly steady near 0.58%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other real estate & leasing employers. By assets it is the 4,144th-largest of 9,483 plans among California employers on file, and the 788th of 2,096 in real estate & leasing. In 2024, employees put in $3.04 for every $1.00 the employer contributed; active participation has grown from 272 to 383 since 2022.

Plan summary
Net assets, end of year$16,471,294
Participants with balances247
Active participants383
Employer contributions$400,114
Employee contributions$1,214,925
Employer contribution per active participant$1,045
Average account balance$66,685
Benefits paid to participants$658,691
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$16.5M · 247 accts · $400K emplr
2023$13.5M · 226 accts · $349K emplr
2022$11.2M · 209 accts · $299K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$29,570
Investment management$45,002
Audit (IQPA)$12,250
Total administrative$86,822
The Keystone Pacific Property Management, LLC 401(k) match · 2024
Employer contribution per active participant$1,045
Median for plans this size$2,416
2024$1,045 per active participant
2023$1,278 per active participant
2022$1,100 per active participant

Keystone Pacific Property Management, LLC's 2024 employer contribution ran below the $2,416 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 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20244
SAGEVIEW ADVISORY GROUP LLC · Investment advisory (plan)$34,974
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$29,570
PENSION ASSURANCE LLP · Accounting / audit$12,250
STRATEGIC ADVISORS, INC. · Investment advisory (plan)$10,028

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

Administrative cost history3
2024$86,822 · 0.58%
2023$73,722 · 0.60%
2022$74,467 · 0.61%
Same employer
Similar plansReal Estate & Leasing · California
Nals Apartment Homes, LLC CA$17.5M · 0.26%
Apartment List, Inc. CA$17.2M · 0.24%
Vpm Management, Inc. CA$16.1M · 0.33%
Trinity Management Services CA$16.0M · 0.14%
Landmark Dividend LLC CA$15.8M · 0.03%

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Source: U.S. Department of Labor, Form 5500 series, EIN 814443112 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.