Plan Ledger DOL Form 5500 · updated monthly

The Ezralow Company, LLC401(k)

THE EZRALOW COMPANY, LLC 401(K) PROFIT SHARING PLAN · CALABASAS, CA · plan year 2024

Reported admin expense ratio · 2024
0.03%

The Ezralow Company, LLC reported $6,045 in plan administrative expenses for 2024: 0.03% of average plan assets, lower 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.

Across the 2 years on file its reported administrative ratio fell from 0.06% to 0.03%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other real estate & leasing employers. By assets it is the 3,673rd-largest of 9,483 plans among California employers on file, and the 675th of 2,096 in real estate & leasing. active participation has grown from 303 to 350 since 2022.

Plan summary
Net assets, end of year$19,731,959
Participants with balances537
Active participants350
Employer contributions—
Employee contributions$1,413,924
Employer contribution per active participant—
Average account balance$36,745
Benefits paid to participants$643,749
Plan auditUnmodified (clean) audit opinion
AuditorJMK CPA PARTNERS, LLP
Plan history3
Yearassets · accounts · employer contribution
2024$19.7M · 537 accts
2023$16.4M · 466 accts · $13K emplr
2022$13.2M · 390 accts
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$6,045
Total administrative$6,045
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 · 20242
USI CONSULTING GROUP · Claims processing · Recordkeeping$6,045
CHARLES SCHWAB TRUST BANK · Custodial (securities) · Trusteeindirect 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
2024USI Consulting
2023USI Consulting

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

Administrative cost history3
2024$6,045 · 0.03%
2023$6,971 · 0.05%
2022$6,657 · 0.06%
Same employer
Similar plansReal Estate & Leasing · California
Lyon Management Group, Inc. CA$21.0M · 0.68%
Arnel Development Company CA$20.5M · 0.44%
Meyer Properties CA$19.7M · 0.07%
Sunset Development Company CA$19.5M · 0.57%

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Source: U.S. Department of Labor, Form 5500 series, EIN 954609011 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.