Plan Ledger DOL Form 5500 · updated monthly

Alliance Residential Realty LLC401(k)

ALLIANCE RESIDENTIAL REALTY 401(K) PLAN · SCOTTSDALE, AZ · plan year 2025

Reported admin expense ratio · 2025
0.30%

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

Alliance Residential Realty LLC reported $295,874 in plan administrative expenses for 2025: 0.30% of average plan assets, higher than ~90% of peers. Employer contributions averaged $2,676 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 fell from 0.33% to 0.30%. The plan sits in the $50M–$250M size bracket, benchmarked here against 605 comparable plans and shown alongside other real estate & leasing employers. By assets it is the 119th-largest of 1,285 plans among Arizona employers on file, and the 123rd of 2,096 in real estate & leasing. In 2025, employees put in $7.06 for every $1.00 the employer contributed; active participation has shrunk from 509 to 319 since 2022.

Plan summary
Net assets, end of year$103,350,009
Participants with balances1,218
Active participants319
Employer contributions$853,534
Employee contributions$6,028,288
Employer contribution per active participant$2,676
Average account balance$84,852
Benefits paid to participants$9,233,944
Plan auditUnmodified (clean) audit opinion
AuditorEVERS LOPEZ LTD.
Plan history4
Yearassets · accounts · employer contribution
2025$103.4M · 1,218 accts · $854K emplr
2024$91.9M · 1,484 accts · $1.3M emplr
2023$80.8M · 1,566 accts · $1.4M emplr
2022$67.6M · 2,226 accts · $1.2M emplr
Administrative expenses, itemized · 2025
Recordkeeping & contract admin$170,285
Investment management$112,689
Audit (IQPA)$12,900
Total administrative$295,874
The Alliance Residential Realty LLC 401(k) match · 2025
Employer contribution per active participant$2,676
Median for plans this size$4,093
2025$2,676 per active participant
2024$3,090 per active participant
2023$2,707 per active participant
2022$2,375 per active participant

Alliance Residential Realty LLC's 2025 employer contribution ran below the $4,093 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 2025 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20253
TRANSAMERICA RETIREMENT SOLUTIONS · Claims processing · Recordkeeping$170,285
MERRILL LYNCH · Consulting$112,689
EVERS ROBINSON LTD · Accounting / audit$12,900

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

Recordkeeper by year3
2025Transamerica
2024Transamerica
2023Transamerica

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Administrative cost history4
2025$295,874 · 0.30%
2024$265,216 · 0.31%
2023$242,341 · 0.33%
2022$239,200 · 0.33%
Same employer
Similar plansReal Estate & Leasing · Arizona
U-Haul Holding Company AZ$618.5M · 0.00%
Empire Southwest LLC AZ$487.3M · 0.10%
Opendoor Labs Inc. AZ$67.5M · 0.25%
Pioneer Title Agency, Inc. AZ$64.5M · 0.47%
Progress Residential AZ$61.4M · 0.57%

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Source: U.S. Department of Labor, Form 5500 series, EIN 844560797 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.