Plan Ledger DOL Form 5500 · updated monthly

Umro Realty Corp.401(k)

UMRO REALTY DBA THE AGENCY 401(K) P/S PLAN · BEVERLY HILLS, CA · plan year 2024

Reported admin expense ratio · 2024
0.01%

Umro Realty Corp. reported $779 in plan administrative expenses for 2024: 0.01% 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 0.78% to 0.01%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other real estate & leasing employers. By assets it is among the smaller plans on file in California (6,443rd of 9,483), and 1,367th of 2,096 in real estate & leasing.

Plan summary
Net assets, end of year$6,670,843
Participants with balances218
Active participants145
Employer contributions—
Employee contributions$862,923
Employer contribution per active participant—
Average account balance$30,600
Benefits paid to participants$1,430,878
Plan auditUnmodified (clean) audit opinion
AuditorLUCAS,HORSFALL,MURPHY&PINDROH,LLP
Plan history2
Yearassets · accounts · employer contribution
2024$6.7M · 218 accts
2022$3.0M · 108 accts · $218K emplr
Administrative expenses, itemized · 2024
Investment management$779
Total administrative$779
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.

Administrative cost history2
2024$779 · 0.01%
2022$18,267 · 0.78%
Similar plansReal Estate & Leasing · California
Barker Management, Inc. CA$6.9M · 0.65%
Pacific Storage Company CA$6.8M · 0.29%
Pacific AG Rentals, LLC CA$6.7M · 1.01%
Egomotion Corp. CA$6.7M · 0.43%
Jamison Services Inc CA$6.5M · 0.28%
Dft Inc. CA$6.5M · 0.40%

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Source: U.S. Department of Labor, Form 5500 series, EIN 452628211 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.