Plan Ledger DOL Form 5500 · updated monthly

Strategic Diversified Management, Inc.401(k)

STRATEGIC DIVERSIFIED MANAGEMENT, INC. 401(K) PLAN · WESTLAKE VILLAGE, CA · plan year 2022

Reported admin expense ratio · 2022
2.29%

Strategic Diversified Management, Inc. reported $11,091 in plan administrative expenses for 2022: 2.29% of average plan assets, higher than ~75% of peers. 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.

The plan sits in the under $1M size bracket, benchmarked here against 4,041 comparable plans and shown alongside other real estate & leasing employers. By assets it is among the smaller plans on file in California (9,141st of 9,483), and 2,048th of 2,096 in real estate & leasing.

Plan summary
Net assets, end of year$394,465
Participants with balances31
Active participants31
Employer contributions—
Employee contributions$99,488
Employer contribution per active participant—
Average account balance$12,725
Benefits paid to participants$178,742
Plan auditUnmodified (clean) audit opinion
AuditorLING & BOUMAN CPAS, LLP
Administrative expenses, itemized · 2022
Recordkeeping & contract admin$11,091
Total administrative$11,091
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 history1
2022$11,091 · 2.29%
Similar plansReal Estate & Leasing · California
True Legacy CA$511K · 0.86%
Vandenberghe Properties CA$509K · 0.09%
Sg Homecare Inc CA$272K · 1.18%

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Source: U.S. Department of Labor, Form 5500 series, EIN 461948556 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.