Plan Ledger DOL Form 5500 · updated monthly

Alexandria Real Estate Equities, Inc.401(k)

ALEXANDRIA REAL ESTATE EQUITIES, INC. 401(K) PROFIT SHARING PLAN · PASADENA, CA · plan year 2024

Reported admin expense ratio · 2024
0.02%

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

Alexandria Real Estate Equities, Inc. reported $40,147 in plan administrative expenses for 2024: 0.02% of average plan assets, lower than ~75% of peers. Employer contributions averaged $14,490 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 rose from 0.00% to 0.02%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other real estate & leasing employers. By assets it is the 558th-largest of 9,483 plans among California employers on file, and the 60th of 2,096 in real estate & leasing. In 2024, employees put in $1.25 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$207,521,511
Participants with balances713
Active participants537
Employer contributions$7,781,323
Employee contributions$9,728,201
Employer contribution per active participant$14,490
Average account balance$291,054
Benefits paid to participants$10,264,901
Plan auditUnmodified (clean) audit opinion
AuditorHOLTHOUSE CARLIN & VAN TRIGT
Plan history3
Yearassets · accounts · employer contribution
2024$207.5M · 713 accts · $7.8M emplr
2023$172.0M · 707 accts · $8.7M emplr
2022$130.2M · 734 accts · $8.6M emplr
Administrative expenses, itemized · 2024
Audit (IQPA)$14,000
Total administrative$40,147
The Alexandria Real Estate Equities, Inc. 401(k) match · 2024
Employer contribution per active participant$14,490
Median for plans this size$3,635
2024$14,490 per active participant
2023$15,791 per active participant
2022$15,031 per active participant

Alexandria Real Estate Equities, Inc.'s 2024 employer contribution ran above the $3,635 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 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20247
HOLTHOUSE CARLIN & VAN TRIGT LLP · Accounting / audit$14,000
FUTUREPLAN BY ASCENSUS · Consulting$12,377
FEEMETRI(K)S, LLC DBA FIDUCIARY · Consulting$7,500
GROOM LAW GRIP CHARTERED · Legal$6,270
TRIAD ADVISORS LLC · Investment advisory (plan)indirect comp
OSAIC WEALTH INC · Investment advisory (plan)indirect comp
FIDELITY INVESTMENTS · Loan processingindirect comp

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$40,147 · 0.02%
2023$47,505 · 0.03%
2022$5,700 · 0.00%
Same employer
Similar plansReal Estate & Leasing · California
Westfield, LLC CA$230.2M
Public Storage CA$221.9M · 0.09%
Ff Properties LP CA$162.3M · 0.21%
McGrath Rentcorp CA$147.9M · 0.08%
Essex Portfolio L.P. CA$138.2M · 0.21%
Cim Group, L.P. CA$135.3M · 0.10%

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Source: U.S. Department of Labor, Form 5500 series, EIN 954502084 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.