Plan Ledger DOL Form 5500 · updated monthly

Village Management Services, Inc.401(k)

VILLAGE MANAGEMENT SERVICES, INC. 401(K) PLAN · LAGUNA WOODS, CA · plan year 2024

Reported admin expense ratio · 2024
0.13%

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

Village Management Services, Inc. reported $33,568 in plan administrative expenses for 2024: 0.13% of average plan assets, below the peer median. Employer contributions averaged $790 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 fell from 0.15% to 0.13%. 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 2,896th-largest of 9,483 plans among California employers on file, and the 502nd of 2,096 in real estate & leasing. In 2024, employees put in $2.62 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$27,159,322
Participants with balances390
Active participants795
Employer contributions$628,165
Employee contributions$1,648,088
Employer contribution per active participant$790
Average account balance$69,639
Benefits paid to participants$1,512,335
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$27.2M · 390 accts · $628K emplr
2023$23.5M · 389 accts · $561K emplr
2022$22.3M · 370 accts · $489K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$12,871
Investment management$20,697
Total administrative$33,568
The Village Management Services, Inc. 401(k) match · 2024
Employer contribution per active participant$790
Median for plans this size$2,416
2024$790 per active participant
2023$694 per active participant
2022$627 per active participant

Village Management Services, Inc.'s 2024 employer contribution ran below the $2,416 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 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20243
GLOBAL RETIREMENT PARTNERS LLC · Investment advisory (plan)$12,871
CBIZ BENEFITS & INS SERVICES INC · Contract administrator$3,712

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$33,568 · 0.13%
2023$26,062 · 0.11%
2022$35,479 · 0.15%
Same employer
Similar plansReal Estate & Leasing · California
Legacy Partners Realty Inc CA$28.8M · 0.33%
Filbert Management CA$28.3M · 0.09%
Legacy Partners, Inc. CA$26.6M · 0.32%
Tom Malloy Corporation CA$26.3M · 0.22%

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Source: U.S. Department of Labor, Form 5500 series, EIN 611772773 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.