Plan Ledger DOL Form 5500 · updated monthly

A&E Real Estate Management, LLC401(k)

A&E REAL ESTATE 401(K) PLAN · NEW YORK, NY · plan year 2022

Reported admin expense ratio · 2022
0.03%

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

A&E Real Estate Management, LLC reported $1,590 in plan administrative expenses for 2022: 0.03% of average plan assets, lower than ~75% of peers. Employer contributions averaged $2,329 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 New York (4,307th of 5,648), and 1,426th of 2,096 in real estate & leasing. In 2022, employees put in $2.25 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$5,884,173
Participants with balances72
Active participants133
Employer contributions$309,792
Employee contributions$695,923
Employer contribution per active participant$2,329
Average account balance$81,725
Benefits paid to participants$13,821
Plan auditUnmodified (clean) audit opinion
AuditorRSM US LLP
Administrative expenses, itemized · 2022
Recordkeeping & contract admin$1,590
Total administrative$1,590
The A&E Real Estate Management, LLC 401(k) match · 2022
Employer contribution per active participant$2,329
Median for plans this size$1,114

A&E Real Estate Management, LLC's 2022 employer contribution ran above the $1,114 median for plans its size, placing it in the top 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$1,590 · 0.03%
Similar plansReal Estate & Leasing · New York
Taylor Creative Inc NY$6.7M · 0.18%
Lemle & Wolff, Inc. NY$6.2M · 0.34%
Metro Management NY$5.8M · 0.01%
Real Broker, LLC NY$5.4M · 0.24%
Broadway Maintenance LLC NY$5.2M · 0.28%

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Source: U.S. Department of Labor, Form 5500 series, EIN 451842743 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.