Plan Ledger DOL Form 5500 · updated monthly

Land Home Financial Services, In401(k)

THE 401(K) PROFIT SHARING PLAN FOR EMPLOYEES OF LAND HOME FINAN · CONCORD, CA · plan year 2024

Reported admin expense ratio · 2024
0.05%

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

Land Home Financial Services, In reported $13,088 in plan administrative expenses for 2024: 0.05% of average plan assets, lower than ~75% of peers. Employer contributions averaged $317 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 2 years on file its reported administrative ratio fell from 0.07% to 0.05%. 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 3,085th-largest of 9,483 plans among California employers on file, and the 535th of 2,096 in real estate & leasing. In 2024, employees put in $15.26 for every $1.00 the employer contributed; active participation has shrunk from 416 to 340 since 2022.

Plan summary
Net assets, end of year$25,141,282
Participants with balances344
Active participants340
Employer contributions$107,928
Employee contributions$1,647,218
Employer contribution per active participant$317
Average account balance$73,085
Benefits paid to participants$1,739,138
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$25.1M · 344 accts · $108K emplr
2023$22.5M · 355 accts · $108K emplr
2022$21.7M · 406 accts · $82K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$9,318
Investment management$3,770
Total administrative$13,088
The Land Home Financial Services, In 401(k) match · 2024
Employer contribution per active participant$317
Median for plans this size$2,416
2024$317 per active participant
2023$333 per active participant
2022$197 per active participant

Land Home Financial Services, In'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 · 20241
ADP, INC. · Loan processing · Recordkeeping$13,088

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

Recordkeeper by year2
2024ADP
2023ADP

Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$13,088 · 0.05%
2023$12,650 · 0.06%
2022$16,756 · 0.07%
Same employer
Similar plansReal Estate & Leasing · California
Legacy Partners, Inc. CA$26.6M · 0.32%
Tom Malloy Corporation CA$26.3M · 0.22%
Prime Finance Advisor, L.P. CA$24.7M · 0.29%
Sierra Land Group, Inc. CA$24.2M · 0.04%

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Source: U.S. Department of Labor, Form 5500 series, EIN 680151632 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.