Plan Ledger DOL Form 5500 · updated monthly

Vasona Management, Inc.401(k)

VASONA MANAGEMENT, INC. 401(K) PLAN · CAMPBELL, CA · plan year 2022

Reported admin expense ratio · 2022
1.24%

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

Vasona Management, Inc. reported $56,264 in plan administrative expenses for 2022: 1.24% of average plan assets, higher than ~90% of peers. Employer contributions averaged $0 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 $1M–$10M size bracket, benchmarked here against 30,021 comparable plans and shown alongside other real estate & leasing employers. By assets it is among the smaller plans on file in California (7,389th of 9,483), and 1,636th of 2,096 in real estate & leasing.

Plan summary
Net assets, end of year$3,997,134
Participants with balances86
Active participants85
Employer contributions$0
Employee contributions$222,570
Employer contribution per active participant$0
Average account balance$46,478
Benefits paid to participants$530,921
Plan auditUnmodified (clean) audit opinion
AuditorYULISHANA, INC.
Administrative expenses, itemized · 2022
Recordkeeping & contract admin$15,242
Investment management$14,494
Professional / advisory$26,528
Total administrative$56,264
The Vasona Management, Inc. 401(k) match · 2022
Employer contribution per active participant$0
Median for plans this size$1,114

Vasona Management, Inc.'s 2022 employer contribution ran below the $1,114 median for plans its size, in the bottom 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 2022 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Administrative cost history1
2022$56,264 · 1.24%
Similar plansReal Estate & Leasing · California
Cal-Am Properties, Inc. CA$4.1M · 0.22%

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Source: U.S. Department of Labor, Form 5500 series, EIN 941692844 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.