Plan Ledger DOL Form 5500 · updated monthly

Pacific Storage Company401(k)

PACIFIC STORAGE COMPANY 401(K) PROFIT SHARING PLAN · STOCKTON, CA · plan year 2024

Reported admin expense ratio · 2024
0.29%

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

Pacific Storage Company reported $18,475 in plan administrative expenses for 2024: 0.29% of average plan assets, below the peer median. Employer contributions averaged $1,741 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.

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 California (6,410th of 9,483), and 1,355th of 2,096 in real estate & leasing. In 2024, employees put in $1.10 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$6,774,427
Participants with balances143
Active participants86
Employer contributions$149,721
Employee contributions$164,318
Employer contribution per active participant$1,741
Average account balance$47,374
Benefits paid to participants$225,285
Plan auditUnmodified (clean) audit opinion
AuditorELLIOT GROUP CPAS, PLLC
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$18,475
Total administrative$18,475
The Pacific Storage Company 401(k) match · 2024
Employer contribution per active participant$1,741
Median for plans this size$1,313

Pacific Storage Company's 2024 employer contribution ran above the $1,313 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 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20241
FUTURE PLAN (ASCENSUS) · Contract administrator$18,475

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

Administrative cost history1
2024$18,475 · 0.29%
Similar plansReal Estate & Leasing · California
Bright Development CA$7.2M · 0.01%
Lifetech Resources, LLC CA$7.0M · 0.18%
Barker Management, Inc. CA$6.9M · 0.65%
Pacific AG Rentals, LLC CA$6.7M · 1.01%
Umro Realty Corp. CA$6.7M · 0.01%
Egomotion Corp. CA$6.7M · 0.43%
Jamison Services Inc CA$6.5M · 0.28%

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Source: U.S. Department of Labor, Form 5500 series, EIN 940745450 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.