Plan Ledger DOL Form 5500 · updated monthly

Pe Management Group, Inc.401(k)

PACIFICA ENTERPRISES AND COMPANIES 401(K) PLAN · RANCHO SANTA FE, CA · plan year 2024

Reported admin expense ratio · 2024
2.51%

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

Pe Management Group, Inc. reported $39,628 in plan administrative expenses for 2024: 2.51% of average plan assets, higher than ~90% of peers. Employer contributions averaged $98 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 2 years on file its reported administrative ratio rose from 1.86% to 2.51%. 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 (8,356th of 9,483), and 1,873rd of 2,096 in real estate & leasing. In 2024, employees put in $7.11 for every $1.00 the employer contributed; active participation has grown from 471 to 658 since 2022.

Plan summary
Net assets, end of year$1,878,120
Participants with balances145
Active participants658
Employer contributions$64,542
Employee contributions$459,145
Employer contribution per active participant$98
Average account balance$12,953
Benefits paid to participants$111,197
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$1.9M · 145 accts · $65K emplr
2023$1.3M · 121 accts · $60K emplr
2022$704K · 123 accts · $52K emplr
The Pe Management Group, Inc. 401(k) match · 2024
Employer contribution per active participant$98
Median for plans this size$1,313
2024$98 per active participant
2023$99 per active participant
2022$111 per active participant

Pe Management Group, Inc.'s 2024 employer contribution ran below the $1,313 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.

Administrative cost history3
2024$39,628 · 2.51%
2023$20,238 · 2.04%
2022$10,368 · 1.86%
Same employer
Similar plansReal Estate & Leasing · California
Western Management LLC CA$2.2M · 0.90%
Avantstay, Inc. CA$2.0M · 0.63%
Hunt Enterprises, Inc. CA$1.9M · 0.12%
Pfn Lending Group Inc CA$1.9M · 0.84%
Greens Operations, Inc. CA$1.6M · 0.52%

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Source: U.S. Department of Labor, Form 5500 series, EIN 871034539 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.