Plan Ledger DOL Form 5500 · updated monthly

Akelius Real Estate Management401(k)

AKELIUS REAL ESTATE MANAGEMENT 401(K) · BOSTON, MA · plan year 2024

Reported admin expense ratio · 2024
0.15%

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

Akelius Real Estate Management reported $16,430 in plan administrative expenses for 2024: 0.15% of average plan assets, below the peer median. Employer contributions averaged $3,670 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 0.148%. 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 Massachusetts (1,750th of 2,726), and the 1,001st of 2,096 in real estate & leasing. In 2024, employees put in $1.95 for every $1.00 the employer contributed; active participation has shrunk from 208 to 151 since 2022.

Plan summary
Net assets, end of year$11,832,300
Participants with balances247
Active participants151
Employer contributions$554,219
Employee contributions$1,083,360
Employer contribution per active participant$3,670
Average account balance$47,904
Benefits paid to participants$1,647,759
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$11.8M · 247 accts · $554K emplr
2023$10.3M · 255 accts · $642K emplr
2022$8.0M · 287 accts · $646K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$16,430
Total administrative$16,430
The Akelius Real Estate Management 401(k) match · 2024
Employer contribution per active participant$3,670
Median for plans this size$2,416
2024$3,670 per active participant
2023$3,961 per active participant
2022$3,108 per active participant

Akelius Real Estate Management'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 · 20243
ADP, INC. · Loan processing · Recordkeeping$16,430
ADP BROKER-DEALER · Other servicesindirect comp

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

Recordkeeper by year2
2024ADP
2023ADP

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

Administrative cost history3
2024$16,430 · 0.15%
2023$11,799 · 0.13%
2022$12,852 · 0.15%
Same employer
Similar plansReal Estate & Leasing · Massachusetts
The Hamilton Company, Inc. MA$13.3M · 0.14%
Nantucket Island Management MA$12.6M · 0.42%
Churchill Forge, Inc. MA$11.8M · 0.05%
Claremont Companies, LLC MA$11.2M · 0.96%
Trinity Management, LLC MA$9.4M · 0.13%

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Source: U.S. Department of Labor, Form 5500 series, EIN 300856568 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.