Plan Ledger DOL Form 5500 · updated monthly

Warren Properties, Inc.401(k)

WARREN PROPERTIES, INC. PROFIT SHARING & SAVINGS PLAN · RANCHO SANTA FE, CA · plan year 2024

Reported admin expense ratio · 2024
0.29%

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

Warren Properties, Inc. reported $31,807 in plan administrative expenses for 2024: 0.29% of average plan assets, above the peer median. Employer contributions averaged $1,318 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 0.33% to 0.29%. 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 among the smaller plans on file in California (5,132nd of 9,483), and the 1,028th of 2,096 in real estate & leasing. In 2024, employees put in $2.40 for every $1.00 the employer contributed; active participation has grown from 95 to 119 since 2022.

Plan summary
Net assets, end of year$11,312,034
Participants with balances202
Active participants119
Employer contributions$156,827
Employee contributions$375,792
Employer contribution per active participant$1,318
Average account balance$56,000
Benefits paid to participants$1,048,719
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$11.3M · 202 accts · $157K emplr
2023$10.4M · 206 accts · $152K emplr
2022$8.9M · 212 accts · $134K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$125
Investment management$1,616
Total administrative$31,807
The Warren Properties, Inc. 401(k) match · 2024
Employer contribution per active participant$1,318
Median for plans this size$2,416
2024$1,318 per active participant
2023$1,540 per active participant
2022$1,408 per active participant

Warren Properties, Inc.'s 2024 employer contribution ran below the $2,416 median for plans its size. 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 · 20241

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$31,807 · 0.29%
2023$34,266 · 0.36%
2022$33,517 · 0.33%
Same employer
Similar plansReal Estate & Leasing · California
Decron Properties Corp. CA$11.6M · 0.47%
Realty Services Corp. CA$11.6M · 0.56%
Champagne Resorts, Inc. CA$11.4M · 1.50%
Golden Rain Foundation CA$10.9M · 0.50%
Veritas Investments, Inc. CA$10.8M · 0.11%

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Source: U.S. Department of Labor, Form 5500 series, EIN 330450200 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.