Plan Ledger DOL Form 5500 · updated monthly

Landmark Realty, LLC401(k)

LANDMARK REALTY, LLC RETIREMENT PLAN · SAN FRANCISCO, CA · plan year 2022

Reported admin expense ratio · 2022
1.69%

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

Landmark Realty, LLC reported $12,036 in plan administrative expenses for 2022: 1.69% of average plan assets, higher than ~75% of peers. Employer contributions averaged $511 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 California (8,930th of 9,483), and 2,000th of 2,096 in real estate & leasing. In 2022, employees put in $1.62 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$782,830
Participants with balances58
Active participants239
Employer contributions$122,070
Employee contributions$198,118
Employer contribution per active participant$511
Average account balance$13,497
Benefits paid to participants$35,067
Plan auditUnmodified (clean) audit opinion
AuditorPEAK AUDIT & ACCOUNTING
Administrative expenses, itemized · 2022
Recordkeeping & contract admin$12,036
Total administrative$12,036
The Landmark Realty, LLC 401(k) match · 2022
Employer contribution per active participant$511
Median for plans this size$331

Landmark Realty, LLC's 2022 employer contribution ran above the $331 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$12,036 · 1.69%
Similar plansReal Estate & Leasing · California
The Cbm Group, Inc CA$879K · 0.15%
True Legacy CA$511K · 0.86%
Vandenberghe Properties CA$509K · 0.09%

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Source: U.S. Department of Labor, Form 5500 series, EIN 470917695 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.