Plan Ledger DOL Form 5500 · updated monthly

American Realty Capital LLC401(k)

AMERICAN REALTY CAPITAL 401(K) RETIREMENT PLAN · JENKINTOWN, PA · plan year 2024

Reported admin expense ratio · 2024
0.15%

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

American Realty Capital LLC reported $36,044 in plan administrative expenses for 2024: 0.15% of average plan assets, below the peer median. Employer contributions averaged $6,444 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 0.01% to 0.15%. 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 the 1,365th-largest of 3,651 plans among Pennsylvania employers on file, and the 548th of 2,096 in real estate & leasing. In 2024, employees put in $2.25 for every $1.00 the employer contributed; active participation has shrunk from 205 to 85 since 2022.

Plan summary
Net assets, end of year$24,489,151
Participants with balances169
Active participants85
Employer contributions$547,748
Employee contributions$1,233,386
Employer contribution per active participant$6,444
Average account balance$144,906
Benefits paid to participants$1,930,835
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$24.5M · 169 accts · $548K emplr
2023$23.1M · 214 accts · $790K emplr
2022$22.5M · 258 accts · $851K emplr
The American Realty Capital LLC 401(k) match · 2024
Employer contribution per active participant$6,444
Median for plans this size$2,416
2024$6,444 per active participant
2023$6,989 per active participant
2022$4,150 per active participant

American Realty Capital 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 · 20243
ADP, INC. · Recordkeeping · Trustee$26,058
CHARLES SCHWAB INVESTMENT MGMT INC · Securities brokerage$331
ADP BROKER-DEALERindirect 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$36,044 · 0.15%
2023$3,106 · 0.01%
2022$2,534 · 0.01%
Similar plansReal Estate & Leasing · Pennsylvania
Exeter Property Group, LLC PA$42.0M · 0.40%
Oxford Development Company PA$32.0M · 0.13%
Hanna Holdings, Inc. PA$31.9M · 0.45%
Best Line Leasing, Inc. PA$31.3M · 0.56%
Campus Apartments LLC PA$22.8M · 0.03%
The Pennrose Companies, LLC PA$19.0M · 0.57%
Pennrose Management Company PA$16.0M · 0.54%
Roosevelt, Inc. PA$15.8M · 0.04%

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Source: U.S. Department of Labor, Form 5500 series, EIN 020784202 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.