Plan Ledger DOL Form 5500 · updated monthly

Rance King Properties. Inc.dba R401(k)

RANCE KING PROPERTIES, INC.DBA RK PROPERTIES 401(K) P/S PLAN · LONG BEACH, CA · plan year 2024

Reported admin expense ratio · 2024
0.83%

Rance King Properties. Inc.dba R reported $32,321 in plan administrative expenses for 2024: 0.83% of average plan assets, above the peer median. 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 3 years on file its reported administrative ratio has held roughly steady near 0.83%. 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 (7,399th of 9,483), and 1,639th of 2,096 in real estate & leasing.

Plan summary
Net assets, end of year$3,978,637
Participants with balances134
Active participants87
Employer contributions—
Employee contributions$302,175
Employer contribution per active participant—
Average account balance$29,691
Benefits paid to participants$647,962
Plan auditUnmodified (clean) audit opinion
AuditorGRIGORIAN & ASSOCIATES
Plan history3
Yearassets · accounts · employer contribution
2024$4.0M · 134 accts
2023$3.8M · 143 accts · $203K emplr
2022$3.2M · 116 accts · $175K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$17,174
Investment management$15,147
Total administrative$32,321
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
ADP, INC. · Loan processing · Recordkeeping$17,173
MORGAN STANLEY SMITH BARNEY · Recordkeeping · Trustee$15,147
ADP BROKER-DEALERindirect comp

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

Recordkeeper by year2
2024ADP, Morgan Stanley
2023ADP, Morgan Stanley, Wells Fargo

This plan has changed recordkeepers within these filings. If you left Rance King Properties. Inc.dba R before a switch, your account may sit at the earlier firm or in a rollover IRA. Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$32,321 · 0.83%
2023$28,764 · 0.82%
2022$26,537 · 0.80%
Similar plansReal Estate & Leasing · California
Cal-Am Properties, Inc. CA$4.1M · 0.22%
Vasona Management, Inc. CA$4.0M · 1.24%
Geweke Real Estate CA$3.5M · 0.43%

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Source: U.S. Department of Labor, Form 5500 series, EIN 953251352 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.