Plan Ledger DOL Form 5500 · updated monthly

Vpm Management, Inc.401(k)

VPM MANAGEMENT, INC. SAVINGS AND RETIREMENT PLAN · IRVINE, CA · plan year 2024

Reported admin expense ratio · 2024
0.33%

Vpm Management, Inc. reported $50,332 in plan administrative expenses for 2024: 0.33% of average plan assets, above the peer median. 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 rose from 0.09% to 0.33%. 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 4,211th-largest of 9,483 plans among California employers on file, and the 797th of 2,096 in real estate & leasing.

Plan summary
Net assets, end of year$16,109,368
Participants with balances309
Active participants243
Employer contributions—
Employee contributions$1,482,052
Employer contribution per active participant—
Average account balance$52,134
Benefits paid to participants$1,629,253
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$16.1M · 309 accts
2023$14.7M · 282 accts
2022$12.4M · 278 accts
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$13,512
Investment management$36,820
Total administrative$50,332
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 · 20242
STANCORP FINANCIAL GROUP · Claims processing · Recordkeeping$49,144
GALLAGHER FIDUCIARY ADVISORS, LLC · Investment advisory (plan)$36,820

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

Recordkeeper by year2
2024The Standard
2023The Standard

Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$50,332 · 0.33%
2023$35,497 · 0.26%
2022$12,058 · 0.09%
Same employer
Similar plansReal Estate & Leasing · California
Nals Apartment Homes, LLC CA$17.5M · 0.26%
Apartment List, Inc. CA$17.2M · 0.24%
Trinity Management Services CA$16.0M · 0.14%
Landmark Dividend LLC CA$15.8M · 0.03%
Centercal Properties, LLC CA$15.3M · 0.32%

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Source: U.S. Department of Labor, Form 5500 series, EIN 330765609 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.