Plan Ledger DOL Form 5500 · updated monthly

Thomas Safran & Associates, Inc.401(k)

THOMAS SAFRAN & ASSOCIATES 401(K) PLAN · LOS ANGELES, CA · plan year 2024

Reported admin expense ratio · 2024
0.41%

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

Thomas Safran & Associates, Inc. reported $68,159 in plan administrative expenses for 2024: 0.41% of average plan assets, above the peer median. Employer contributions averaged $2,380 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 2 years on file its reported administrative ratio rose from 0.36% to 0.41%. 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 3,873rd-largest of 9,483 plans among California employers on file, and the 730th of 2,096 in real estate & leasing. In 2024, employees put in $2.01 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$18,208,679
Participants with balances273
Active participants255
Employer contributions$606,950
Employee contributions$1,217,171
Employer contribution per active participant$2,380
Average account balance$66,698
Benefits paid to participants$591,375
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$18.2M · 273 accts · $607K emplr
2023$14.8M · 265 accts · $596K emplr
2022$11.9M · 251 accts · $546K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$10,814
Investment management$15,933
Total administrative$68,159
The Thomas Safran & Associates, Inc. 401(k) match · 2024
Employer contribution per active participant$2,380
Median for plans this size$2,416
2024$2,380 per active participant
2023$2,423 per active participant
2022$2,322 per active participant

Thomas Safran & Associates, Inc.'s 2024 employer contribution ran below the $2,416 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.

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 · 20245
WELLS FARGO ADVISORS LLC · Investment advisory (plan)$15,908
EMPOWER ADVISORY GROUP, LLC · Investment management$25
THOMAS SAFRAN & ASSOCIATES INC · Investment advisory (plan)indirect comp

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

Administrative cost history3
2024$68,159 · 0.41%
2023$44,474 · 0.33%
2022$44,430 · 0.36%
Same employer
Similar plansReal Estate & Leasing · California
Fairsquare, Inc. CA$19.4M · 0.59%
Cai International, Inc. CA$18.2M · 0.44%
Nals Apartment Homes, LLC CA$17.5M · 0.26%
Apartment List, Inc. CA$17.2M · 0.24%

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Source: U.S. Department of Labor, Form 5500 series, EIN 953443236 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.