Plan Ledger DOL Form 5500 · updated monthly

Acadia Realty Limited Partnership401(k)

ACADIA REALTY TRUST 401(K) SAVINGS AND RETIREMENT PLAN · RYE, NY · plan year 2024

Reported admin expense ratio · 2024
0.16%

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

Acadia Realty Limited Partnership reported $43,295 in plan administrative expenses for 2024: 0.16% of average plan assets, below the peer median. Employer contributions averaged $4,065 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 3 years on file its reported administrative ratio has held roughly steady near 0.162%. 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 2,048th-largest of 5,648 plans among New York employers on file, and the 486th of 2,096 in real estate & leasing. In 2024, employees put in $2.97 for every $1.00 the employer contributed; active participation has grown from 111 to 130 since 2022.

Plan summary
Net assets, end of year$28,094,969
Participants with balances173
Active participants130
Employer contributions$528,504
Employee contributions$1,567,439
Employer contribution per active participant$4,065
Average account balance$162,399
Benefits paid to participants$3,097,660
Plan auditUnmodified (clean) audit opinion
AuditorCARON BLETZER PLLC
Plan history3
Yearassets · accounts · employer contribution
2024$28.1M · 173 accts · $529K emplr
2023$25.3M · 170 accts · $528K emplr
2022$21.7M · 171 accts · $483K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$19,809
Investment management$23,486
Total administrative$43,295
The Acadia Realty Limited Partnership 401(k) match · 2024
Employer contribution per active participant$4,065
Median for plans this size$2,416
2024$4,065 per active participant
2023$4,594 per active participant
2022$4,353 per active participant

Acadia Realty Limited Partnership's 2024 employer contribution ran above 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 · 20242
CFS INVESTMENT ADVISORY SERVICES · Investment advisory (plan)$20,000
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$19,809

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$43,295 · 0.16%
2023$39,840 · 0.17%
2022$36,620 · 0.16%
Similar plansReal Estate & Leasing · New York
Bldg Management Co, Inc. NY$29.6M · 0.02%
Fairfield Properties NY$29.0M · 0.42%
Rose Associates, Inc. NY$28.1M · 0.03%
Broadwall Management Corp. NY$28.1M · 0.22%
Phipps Houses NY$27.1M · 0.32%
Conifer Realty LLC NY$24.6M · 0.62%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 232724653 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.