Plan Ledger DOL Form 5500 · updated monthly

Vintage Real Estate Group, Inc.401(k)

VINTAGE GROUP 401(K) PLAN · LAGUNA HILLS, CA · plan year 2022

Reported admin expense ratio · 2022
1.77%

Vintage Real Estate Group, Inc. reported $3,195 in plan administrative expenses for 2022: 1.77% of average plan assets, higher 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.

The plan sits in the under $1M size bracket, benchmarked here against 4,041 comparable plans and shown alongside other real estate & leasing employers. By assets it is among the smaller plans on file in California (9,264th of 9,483), and 2,064th of 2,096 in real estate & leasing.

Plan summary
Net assets, end of year$199,725
Participants with balances23
Active participants150
Employer contributions—
Employee contributions$28,534
Employer contribution per active participant—
Average account balance$8,684
Benefits paid to participants$4,000
Plan auditUnmodified (clean) audit opinion
Administrative expenses, itemized · 2022
Recordkeeping & contract admin$3,195
Total administrative$3,195
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$3,195 · 1.77%
Similar plansReal Estate & Leasing · California
Sg Homecare Inc CA$272K · 1.18%
Zarazophiya Enterprises CA$80K · 0.02%

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Source: U.S. Department of Labor, Form 5500 series, EIN 471878620 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.