Merlone Geier Management, LLC401(k)

Merlone Geier Management, LLC's 2024 Form 5500 did not separately report plan administrative expenses, which is common where recordkeeping is paid through investment revenue-sharing or a master trust. The plan held $38,254,052 across 124 participant accounts. See methodology for what Form 5500 does and doesn't capture.

Across the 2 years on file its reported administrative ratio has held roughly steady near 0.021%. 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 2,218th-largest of 9,483 plans among California employers on file, and the 364th of 2,096 in real estate & leasing. active participation has shrunk from 89 to 80 since 2022.