Plan Ledger DOL Form 5500 · updated monthly

Preservation Partners Management Group401(k)

PRESERVATION PARTNERS MANAGEMENT GROUP 401(K) PLAN · HERMOSA BEACH, CA · plan year 2022

Reported admin expense ratio · 2022
0.09%

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

Preservation Partners Management Group reported $4,133 in plan administrative expenses for 2022: 0.09% of average plan assets, lower than ~75% of peers. Employer contributions averaged $756 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 0.09% to 0.10%. The plan sits in the $1M–$10M size bracket, benchmarked here against 30,021 comparable plans and shown alongside other real estate & leasing employers. By assets it is among the smaller plans on file in California (7,366th of 9,483), and 1,629th of 2,096 in real estate & leasing. In 2022, employees put in $2.22 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$4,051,249
Participants with balances134
Active participants198
Employer contributions$149,646
Employee contributions$331,928
Employer contribution per active participant$756
Average account balance$30,233
Benefits paid to participants$1,222,646
Plan auditUnmodified (clean) audit opinion
AuditorDAUBY OCONNOR ZALESKI, LLC
Plan history2
Yearassets · accounts · employer contribution
2023$4.0M · 111 accts · $48K emplr
2022$4.1M · 134 accts · $150K emplr
Administrative expenses, itemized · 2022
Professional / advisory$4,133
Total administrative$4,133
The Preservation Partners Management Group 401(k) match · 2022
Employer contribution per active participant$756
Median for plans this size$1,114
2023$15,959 per active participant
2022$756 per active participant

Preservation Partners Management Group's 2022 employer contribution ran below the $1,114 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 2022 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Administrative cost history2
2023$4,183 · 0.10%
2022$4,133 · 0.09%
Similar plansReal Estate & Leasing · California
Gsa Management LLC CA$4.2M · 0.11%
Cal-Am Properties, Inc. CA$4.1M · 0.22%
Vasona Management, Inc. CA$4.0M · 1.24%

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Source: U.S. Department of Labor, Form 5500 series, EIN 204727969 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.