Shorenstein Realty Services, L.P.401(k)
THE SHORENSTEIN 401(K) TAX SHELTERED SAVINGS PLAN · SAN FRANCISCO, CA · plan year 2024
Peer grade: A- · admin costs + employer contributions vs same-size plans · how grading works
Shorenstein Realty Services, L.P. reported $55,464 in plan administrative expenses for 2024: 0.04% of average plan assets, lower than ~75% of peers. Employer contributions averaged $5,259 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 3 years on file its reported administrative ratio fell from 0.044% to 0.038%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other real estate & leasing employers. By assets it is the 786th-largest of 9,483 plans among California employers on file, and the 91st of 2,096 in real estate & leasing. In 2024, employees put in $3.27 for every $1.00 the employer contributed.
Shorenstein Realty Services, L.P.'s 2024 employer contribution ran above the $3,635 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.
Annual cost at the plan's reported 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.
Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.
Why are you looking at this plan?
Source: U.S. Department of Labor, Form 5500 series, EIN 943286598 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.