Plan Ledger DOL Form 5500 · updated monthly

Mosser Companies, Inc.401(k)

MOSSER COMPANIES 401(K) PLAN · SAN FRANCISCO, CA · plan year 2023

Reported admin expense ratio · 2023
0.73%

Mosser Companies, Inc. reported $18,151 in plan administrative expenses for 2023: 0.73% of average plan assets, above the peer median. 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 1 year on file its reported administrative ratio rose from 0.53% to 0.73%. The plan sits in the $1M–$10M size bracket, benchmarked here against 22,307 comparable plans and shown alongside other real estate & leasing employers. By assets it is among the smaller plans on file in California (7,998th of 9,483), and 1,764th of 2,096 in real estate & leasing.

Plan summary
Net assets, end of year$2,687,741
Participants with balances98
Active participants190
Employer contributions—
Employee contributions$378,508
Employer contribution per active participant—
Average account balance$27,426
Benefits paid to participants$275,797
Plan auditUnmodified (clean) audit opinion
Plan history2
Yearassets · accounts · employer contribution
2023$2.7M · 98 accts
2022$2.3M · 203 accts
Administrative expenses, itemized · 2023
Recordkeeping & contract admin$6,259
Investment management$11,892
Total administrative$18,151
What these fees cost you

Annual cost at the plan's reported 2023 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20232
FELICE RETIREMENT SERVICES · Recordkeeping · Trustee$11,891
ADP, INC. · Loan processing · Recordkeeping$6,259

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

Administrative cost history2
2023$18,151 · 0.73%
2022$12,407 · 0.53%
Same employer
Similar plansReal Estate & Leasing · California
Augusta Financial, Inc. CA$3.0M · 0.93%
Sd Commercial, LLC CA$2.8M · 0.65%
Tahoe Club Company, LLC CA$2.7M · 1.00%
Fortunebuilders, Inc. CA$2.6M · 0.49%
Frontier Personnel, LLC CA$2.5M · 0.59%

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Source: U.S. Department of Labor, Form 5500 series, EIN 651211978 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.