Plan Ledger DOL Form 5500 · updated monthly

Pacific Management, Inc.401(k)

REALTY MANAGEMENT AND ADVISORS EMPLOYEE RETIREMENT PLAN · CHICAGO, IL · plan year 2024

Reported admin expense ratio · 2024
0.49%

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

Pacific Management, Inc. reported $85,728 in plan administrative expenses for 2024: 0.49% of average plan assets, higher than ~75% of peers. Employer contributions averaged $840 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 3 years on file its reported administrative ratio has held roughly steady near 0.49%. 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 1,809th-largest of 3,702 plans among Illinois employers on file, and the 740th of 2,096 in real estate & leasing. In 2024, employees put in $3.30 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$17,888,085
Participants with balances135
Active participants189
Employer contributions$158,798
Employee contributions$524,527
Employer contribution per active participant$840
Average account balance$132,504
Benefits paid to participants$2,278,970
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$17.9M · 135 accts · $159K emplr
2023$17.4M · 124 accts · $166K emplr
2022$15.4M · 127 accts · $164K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$26,714
Investment management$47,197
Audit (IQPA)$8,500
Total administrative$85,728
The Pacific Management, Inc. 401(k) match · 2024
Employer contribution per active participant$840
Median for plans this size$2,416
2024$840 per active participant
2023$939 per active participant
2022$914 per active participant

Pacific Management, Inc.'s 2024 employer contribution ran below the $2,416 median for plans its size, in the bottom quarter of its peers. 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 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20243
CPI QUALIFIED PLAN CONSULTANTS, INC · Recordkeeping · Pension consulting$26,714
4WEALTH ADVISORS,INC. · Investment advisory (plan)$47,197
CASSELL PLAN AUDITS · Accounting / audit$8,500

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

Recordkeeper by year2
2024CPI QUALIFIED PLAN CONSULTANTS, INC
2023CPI QUALIFIED PLAN CONSULTANTS, INC

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Administrative cost history3
2024$85,728 · 0.49%
2023$76,974 · 0.47%
2022$80,503 · 0.48%
Same employer
Similar plansReal Estate & Leasing · Illinois
Moran & Company IL$20.9M · 0.11%
Golub & Company, LLC IL$19.2M · 0.09%
Core Campus, LLC IL$18.9M · 0.18%
Resolute Industrial, LLC IL$17.7M · 0.40%
M & J Wilkow IL$17.3M · 0.43%

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Source: U.S. Department of Labor, Form 5500 series, EIN 363660859 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.