Plan Ledger DOL Form 5500 · updated monthly

U.S. Real Estate Services, Inc.401(k)

U.S. REAL ESTATE SERVICES, INC. 401(K) PLAN · FOOTHILL RANCH, CA · plan year 2023

Reported admin expense ratio · 2023
0.05%

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

U.S. Real Estate Services, Inc. reported $3,738 in plan administrative expenses for 2023: 0.05% of average plan assets, lower than ~75% of peers. Employer contributions averaged $2,723 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 1 year on file its reported administrative ratio rose from 0.03% to 0.05%. The plan sits in the $1M–$10M size bracket, benchmarked here against 22,307 comparable plans and shown alongside other real estate & leasing employers. By assets it is among the smaller plans on file in California (6,258th of 9,483), and 1,315th of 2,096 in real estate & leasing. In 2023, employees put in $1.97 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$7,268,640
Participants with balances91
Active participants58
Employer contributions$157,945
Employee contributions$311,676
Employer contribution per active participant$2,723
Average account balance$79,875
Benefits paid to participants$867,169
Plan auditUnmodified (clean) audit opinion
Plan history2
Yearassets · accounts · employer contribution
2023$7.3M · 91 accts · $158K emplr
2022$6.6M · 108 accts · $175K emplr
Administrative expenses, itemized · 2023
Recordkeeping & contract admin$3,738
Total administrative$3,738
The U.S. Real Estate Services, Inc. 401(k) match · 2023
Employer contribution per active participant$2,723
Median for plans this size$1,308
2023$2,723 per active participant
2022$2,822 per active participant

U.S. Real Estate Services, Inc.'s 2023 employer contribution ran above the $1,308 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 2023 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20232
ASCENSUS HOLDINGS INC · Contract administrator$2,250
NOVA 401(K) ASSOCIATES · Contract administrator$1,322

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

Administrative cost history2
2023$3,738 · 0.05%
2022$2,096 · 0.03%
Similar plansReal Estate & Leasing · California
Callsource CA$7.6M · 0.64%
Bright Development CA$7.2M · 0.01%
Lifetech Resources, LLC CA$7.0M · 0.18%

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Source: U.S. Department of Labor, Form 5500 series, EIN 330648092 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.