Plan Ledger DOL Form 5500 · updated monthly

Paradigm Management II LP401(k)

PARADIGM MANAGEMENT II LP 401(K) PROFIT SHARING PLAN · ARLINGTON, VA · plan year 2024

Reported admin expense ratio · 2024
0.40%

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

Paradigm Management II LP reported $117,572 in plan administrative expenses for 2024: 0.40% of average plan assets, above the peer median. Employer contributions averaged $1,573 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 1 year on file its reported administrative ratio rose from 0.38% to 0.40%. 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 727th-largest of 2,266 plans among Virginia employers on file, and the 449th of 2,096 in real estate & leasing. In 2024, employees put in $2.95 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$30,518,635
Participants with balances325
Active participants313
Employer contributions$492,289
Employee contributions$1,450,329
Employer contribution per active participant$1,573
Average account balance$93,903
Benefits paid to participants$3,807,544
Plan auditUnmodified (clean) audit opinion
AuditorTOOLE KATZ & ROEMERSMA, LLP
Plan history2
Yearassets · accounts · employer contribution
2024$30.5M · 325 accts · $492K emplr
2023$28.2M · 325 accts · $468K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$100,419
Investment management$2,453
Total administrative$117,572
The Paradigm Management II LP 401(k) match · 2024
Employer contribution per active participant$1,573
Median for plans this size$2,416
2024$1,573 per active participant
2023$1,175 per active participant

Paradigm Management II LP's 2024 employer contribution ran below the $2,416 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 · 20243
TOOLE KATZ & ROEMERSMA, LLP · Accounting / audit$12,200
MORGAN STANLEY SMITH BARNEY LLCindirect comp

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

Administrative cost history2
2024$117,572 · 0.40%
2023$97,265 · 0.38%
Similar plansReal Estate & Leasing · Virginia
The Hhhunt Corporation VA$46.7M · 0.37%
Drucker & Falk, Inc. VA$38.7M · 0.03%
S. L. Nusbaum Realty Co. VA$33.9M · 0.44%
Palms Associates, LLC VA$30.9M · 0.04%
The Caton Companies VA$29.8M · 0.09%
Grayco, Inc. VA$24.9M · 0.29%

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Source: U.S. Department of Labor, Form 5500 series, EIN 463523845 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.