Plan Ledger DOL Form 5500 · updated monthly

American Real Estate Partners Management,Llc401(k)

AMERICAN REAL ESTATE PARTNERS 401(K) PROFIT SHARING PLAN AND TRUST · MC LEAN, VA · plan year 2024

Reported admin expense ratio · 2024
0.30%

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

American Real Estate Partners Management,Llc reported $42,420 in plan administrative expenses for 2024: 0.30% of average plan assets, above the peer median. Employer contributions averaged $4,204 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 0.15% to 0.30%. 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 Virginia (1,167th of 2,266), and the 832nd of 2,096 in real estate & leasing. In 2024, employees put in $2.10 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$15,321,265
Participants with balances151
Active participants153
Employer contributions$643,231
Employee contributions$1,348,023
Employer contribution per active participant$4,204
Average account balance$101,465
Benefits paid to participants$1,858,081
Plan auditDisclaimer of opinion
AuditorCST GROUP, CPAS, PC
Plan history2
Yearassets · accounts · employer contribution
2024$15.3M · 151 accts · $643K emplr
2023$13.1M · 134 accts · $546K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$5,912
Investment management$36,508
Total administrative$42,420
The American Real Estate Partners Management,Llc 401(k) match · 2024
Employer contribution per active participant$4,204
Median for plans this size$2,416
2024$4,204 per active participant
2023$3,954 per active participant

American Real Estate Partners Management,Llc's 2024 employer contribution ran above the $2,416 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 · 20245
ASCENSUS LLC · Loan processing · Securities brokerage$4,737
STADION MONEY MANAGEMENT · Investment advisory (participants)$18,369
MUTUAL OF OMAHA INVESTOR SERVICES, · Investment advisory (plan)$15,763
UNITED OF OMAHA · Loan processing$1,175
MUTUAL OF OMAHA · 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
2024Ascensus
2023Mutual of Omaha

This plan has changed recordkeepers within these filings. If you left American Real Estate Partners Management,Llc before a switch, your account may sit at the earlier firm or in a rollover IRA. Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history2
2024$42,420 · 0.30%
2023$18,084 · 0.15%
Same employer
Similar plansReal Estate & Leasing · Virginia
Divaris Real Estate, Inc. VA$14.9M · 0.54%

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Source: U.S. Department of Labor, Form 5500 series, EIN 200234039 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.