Plan Ledger DOL Form 5500 · updated monthly

Act Appraisal Management Inc.401(k)

ACT APPRAISAL 401(K) PLAN · EAST DUNDEE, IL · plan year 2022

Reported admin expense ratio · 2022
0.09%

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

Act Appraisal Management Inc. reported $659 in plan administrative expenses for 2022: 0.09% of average plan assets, lower than ~75% of peers. Employer contributions averaged $1,511 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 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 Illinois (3,525th of 3,702), and 2,003rd of 2,096 in real estate & leasing. In 2022, employees put in $1.85 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$747,732
Participants with balances31
Active participants61
Employer contributions$92,187
Employee contributions$170,809
Employer contribution per active participant$1,511
Average account balance$24,120
Benefits paid to participants$117,737
Plan auditDisclaimer of opinion
Administrative expenses, itemized · 2022
Recordkeeping & contract admin$659
Total administrative$659
The Act Appraisal Management Inc. 401(k) match · 2022
Employer contribution per active participant$1,511
Median for plans this size$331

Act Appraisal Management Inc.'s 2022 employer contribution ran above the $331 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$659 · 0.09%
Similar plansReal Estate & Leasing · Illinois
Redwood Residential, LLC. IL$1.7M · 2.38%
Wpd Management LLC IL$1.5M · 0.29%
M2 Property Group, LLC IL$822K · 0.30%

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Source: U.S. Department of Labor, Form 5500 series, EIN 364464321 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.