Plan Ledger DOL Form 5500 · updated monthly

Lereta, LLC401(k)

LERETA, LLC 401(K) PLAN · POMONA, CA · plan year 2025

Reported admin expense ratio · 2025
0.64%

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

Lereta, LLC reported $233,891 in plan administrative expenses for 2025: 0.64% of average plan assets, higher than ~90% of peers. Employer contributions averaged $1,628 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 4 years on file its reported administrative ratio has held roughly steady near 0.64%. The plan sits in the $10M–$50M size bracket, benchmarked here against 1,620 comparable plans and shown alongside other real estate & leasing employers. By assets it is the 2,198th-largest of 9,483 plans among California employers on file, and the 359th of 2,096 in real estate & leasing. In 2025, employees put in $3.03 for every $1.00 the employer contributed; active participation has shrunk from 701 to 588 since 2022.

Plan summary
Net assets, end of year$38,821,116
Participants with balances604
Active participants588
Employer contributions$957,402
Employee contributions$2,903,967
Employer contribution per active participant$1,628
Average account balance$64,273
Benefits paid to participants$4,624,185
Plan auditUnmodified (clean) audit opinion
Plan history4
Yearassets · accounts · employer contribution
2025$38.8M · 604 accts · $957K emplr
2024$34.7M · 629 accts · $963K emplr
2023$32.0M · 752 accts · $942K emplr
2022$26.1M · 707 accts · $503K emplr
Administrative expenses, itemized · 2025
Recordkeeping & contract admin$233,891
Total administrative$233,891
The Lereta, LLC 401(k) match · 2025
Employer contribution per active participant$1,628
Median for plans this size$2,666
2025$1,628 per active participant
2024$1,621 per active participant
2023$1,361 per active participant
2022$718 per active participant

Lereta, LLC's 2025 employer contribution ran below the $2,666 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 2025 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20254
PRINCIPAL LIFE INSURANCE COMPANY · Contract administrator · Loan processing$233,891
ACTUARIAL BENEFITS CORP · Consulting · Other servicesindirect comp
UBS FINANCIAL SERVICES INC · Investment advisory (plan)indirect comp
PENSION ASSURANCE, LLP · Accounting / auditindirect comp

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

Administrative cost history4
2025$233,891 · 0.64%
2024$222,146 · 0.67%
2023$187,740 · 0.65%
2022$175,802 · 0.62%
Same employer
Similar plansReal Estate & Leasing · California
Divco West Services, LLC CA$43.2M · 0.39%
Css Payroll Co LP CA$42.9M · 0.36%
Eah, Inc. CA$41.3M · 0.40%
Srg Operating, Inc. CA$40.1M · 0.55%
Tah Operations, LLC CA$38.2M · 0.12%

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Source: U.S. Department of Labor, Form 5500 series, EIN 270800873 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.