Plan Ledger DOL Form 5500 · updated monthly

Princeton Property Management, Inc401(k)

PRINCETON PROPERTY MANAGEMENT, INC. 401(K) PROFIT SHARING PLAN · MILWAUKIE, OR · plan year 2024

Reported admin expense ratio · 2024
1.18%

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

Princeton Property Management, Inc reported $57,252 in plan administrative expenses for 2024: 1.18% of average plan assets, higher than ~75% of peers. Employer contributions averaged $0 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 fell from 2.21% to 1.18%. 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 Oregon (762nd of 1,021), and 1,525th of 2,096 in real estate & leasing.

Plan summary
Net assets, end of year$4,919,879
Participants with balances168
Active participants148
Employer contributions$0
Employee contributions$372,854
Employer contribution per active participant$0
Average account balance$29,285
Benefits paid to participants$695,683
Plan auditUnmodified (clean) audit opinion
AuditorHOFFMAN STEWART SCHMIDT
Plan history3
Yearassets · accounts · employer contribution
2024$4.9M · 168 accts
2023$4.8M · 205 accts · $402K emplr
2022$3.8M · 197 accts · $618K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$57,252
Total administrative$57,252
The Princeton Property Management, Inc 401(k) match · 2024
Employer contribution per active participant$0
Median for plans this size$1,313
2023$2,662 per active participant
2022$4,382 per active participant

Princeton Property Management, 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.

Service providers · 20243
JOHN HANCOCK · Recordkeeping · Loan processing$21,411
NORTHWEST CAPITAL MANAGEMENT · Investment advisory (plan)$17,820
HOFFMAN, STEWART & SCHMIDT, P.C. · Accounting / audit$15,750

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

Recordkeeper by year2
2024John Hancock
2023John Hancock

Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$57,252 · 1.18%
2023$37,595 · 0.88%
2022$87,900 · 2.21%
Same employer
Similar plansReal Estate & Leasing · Oregon
Guardian Management LLC OR$7.1M · 0.84%
Cascade Management Inc OR$3.0M · 1.12%
Nfn Investments, LLC OR$3.0M · 1.21%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 930855814 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.