Plan Ledger DOL Form 5500 · updated monthly

Pacaso401(k)

PACASO 401(K) PLAN · CINCINNATI, OH · plan year 2024

Reported admin expense ratio · 2024
0.10%

Pacaso reported $4,723 in plan administrative expenses for 2024: 0.10% of average plan assets, lower than ~75% of peers. 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 0.16% to 0.10%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other real estate & leasing employers. By assets it is among the smaller plans on file in Ohio (2,476th of 3,295), and 1,458th of 2,096 in real estate & leasing. active participation has shrunk from 175 to 124 since 2022.

Plan summary
Net assets, end of year$5,475,251
Participants with balances157
Active participants124
Employer contributions—
Employee contributions$1,052,280
Employer contribution per active participant—
Average account balance$34,874
Benefits paid to participants$837,326
Plan auditUnmodified (clean) audit opinion
AuditorBRIXEY AND MEYER
Plan history3
Yearassets · accounts · employer contribution
2024$5.5M · 157 accts
2023$3.9M · 161 accts
2022$3.5M · 247 accts
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$4,723
Total administrative$4,723
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 · 20242
ADP, INC. · Loan processing · Recordkeeping$4,723
ADP BROKER-DEALERindirect comp

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$4,723 · 0.10%
2023$6,880 · 0.19%
2022$4,063 · 0.16%
Same employer
Similar plansReal Estate & Leasing · Ohio
Brg Realty Group, LLC OH$6.7M · 0.67%
Amsdell Companies LLC OH$6.3M · 0.29%
Fath Management Company OH$5.3M · 0.48%
Plk Communities LLC OH$5.2M · 0.15%
Thrive Companies OH$4.5M · 0.96%

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Source: U.S. Department of Labor, Form 5500 series, EIN 844106896 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.