Plan Ledger DOL Form 5500 · updated monthly

Allied Realty dba Reo Logistics401(k)

REO LOGISTICS 401(K) RETIREMENT PLAN · HUNTINGTON, WV · plan year 2023

Reported admin expense ratio · 2023
0.91%

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

Allied Realty dba Reo Logistics reported $50,738 in plan administrative expenses for 2023: 0.91% of average plan assets, higher than ~75% of peers. Employer contributions averaged $822 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 1 year on file its reported administrative ratio rose from 0.81% to 0.91%. The plan sits in the $1M–$10M size bracket, benchmarked here against 22,307 comparable plans and shown alongside other real estate & leasing employers. By assets it is among the smaller plans on file in West Virginia (175th of 265), and 1,423rd of 2,096 in real estate & leasing. In 2023, employees put in $1.43 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$5,889,231
Participants with balances275
Active participants290
Employer contributions$238,273
Employee contributions$340,361
Employer contribution per active participant$822
Average account balance$21,415
Benefits paid to participants$796,499
Plan auditUnmodified (clean) audit opinion
Plan history2
Yearassets · accounts · employer contribution
2023$5.9M · 275 accts · $238K emplr
2022$5.3M · 309 accts · $265K emplr
Administrative expenses, itemized · 2023
Recordkeeping & contract admin$50,738
Total administrative$50,738
The Allied Realty dba Reo Logistics 401(k) match · 2023
Employer contribution per active participant$822
Median for plans this size$1,308
2023$822 per active participant
2022$1,552 per active participant

Allied Realty dba Reo Logistics's 2023 employer contribution ran below the $1,308 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 2023 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20233
JOHN HANCOCK LIFE INSURANCE · Recordkeeping · Investment management$1,732
MERRILL LYNCH - FAS · Investment advisory (participants)indirect comp
MERRILL LYNCH - EPS · Investment advisory (participants)indirect comp

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

Administrative cost history2
2023$50,738 · 0.91%
2022$46,321 · 0.81%
Same employer
Similar plansReal Estate & Leasing · West Virginia
Rise Residential, LLC GA$6.0M · 0.98%
Homeward, Inc. TX$5.9M · 1.07%
Laaco, LTD. CA$5.9M · 0.43%
A.R. Building Company PA$5.9M · 0.74%
Realty One Group, Inc. AZ$5.9M · 0.45%
Medve Group Inc TX$5.9M · 0.15%

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Source: U.S. Department of Labor, Form 5500 series, EIN 550112085 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.