Plan Ledger DOL Form 5500 · updated monthly

The Worthe Real Estate Group, Inc.401(k)

THE WORTHE REAL ESTATE GROUP, INC. 401(K) PLAN · SANTA MONICA, CA · plan year 2024

Reported admin expense ratio · 2024
0.58%

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

The Worthe Real Estate Group, Inc. reported $102,042 in plan administrative expenses for 2024: 0.58% of average plan assets, higher than ~75% of peers. Employer contributions averaged $5,297 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.

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 3,679th-largest of 9,483 plans among California employers on file, and the 677th of 2,096 in real estate & leasing. In 2024, employees put in $2.40 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$19,705,135
Participants with balances132
Active participants97
Employer contributions$513,840
Employee contributions$1,235,672
Employer contribution per active participant$5,297
Average account balance$149,281
Benefits paid to participants$275,042
Plan auditUnmodified (clean) audit opinion
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$58,133
Investment management$43,909
Total administrative$102,042
The The Worthe Real Estate Group, Inc. 401(k) match · 2024
Employer contribution per active participant$5,297
Median for plans this size$2,416

The Worthe Real Estate Group, Inc.'s 2024 employer contribution ran above the $2,416 median for plans its size, placing it in the top 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 · 20242
TRANSAMERICA FINANCIAL LIFE INS CO · Recordkeeping · Loan processing$58,133
MERRILL LYNCH LIFE AGENCY, INC. · Investment advisory (plan)$43,909

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

Administrative cost history1
2024$102,042 · 0.58%
Same employer
Similar plansReal Estate & Leasing · California
Lyon Management Group, Inc. CA$21.0M · 0.68%
Arnel Development Company CA$20.5M · 0.44%
The Ezralow Company, LLC CA$19.7M · 0.03%
Meyer Properties CA$19.7M · 0.07%
Sunset Development Company CA$19.5M · 0.57%
Fairsquare, Inc. CA$19.4M · 0.59%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 954521084 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.