Plan Ledger DOL Form 5500 · updated monthly

Amli Management Company401(k)

AMLI RESIDENTIAL PROPERTIES 401(K) PLAN · CHICAGO, IL · plan year 2024

Reported admin expense ratio · 2024
0.19%

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

Amli Management Company reported $140,040 in plan administrative expenses for 2024: 0.19% of average plan assets, above the peer median. Employer contributions averaged $1,957 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 has held roughly steady near 0.19%. 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 660th-largest of 3,702 plans among Illinois employers on file, and the 164th of 2,096 in real estate & leasing. In 2024, employees put in $3.42 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$79,519,009
Participants with balances1,037
Active participants794
Employer contributions$1,554,172
Employee contributions$5,321,350
Employer contribution per active participant$1,957
Average account balance$76,682
Benefits paid to participants$4,415,475
Plan auditUnmodified (clean) audit opinion
Plan history2
Yearassets · accounts · employer contribution
2024$79.5M · 1,037 accts · $1.6M emplr
2023$66.7M · 1,263 accts · $1.6M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$89,959
Investment management$49,781
Total administrative$140,040
The Amli Management Company 401(k) match · 2024
Employer contribution per active participant$1,957
Median for plans this size$3,635
2024$1,957 per active participant
2023$2,004 per active participant

Amli Management Company's 2024 employer contribution ran below the $3,635 median for plans its size, in the bottom 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 · 20244
CREATIVE PLANNING HOLDCO LLC DBA CR · Investment advisory (plan)$42,497
MESIROW FINANCIAL INVESTMENT MANAGE · Investment management$7,284
QDRO CONSULTANTS COMPANY, LLC$300

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

Administrative cost history2
2024$140,040 · 0.19%
2023$118,061 · 0.20%
Same employer
Similar plansReal Estate & Leasing · Illinois
Heitman LLC IL$90.9M · 0.29%
Ventas, Inc. IL$90.4M · 0.15%
Dkh, Incorporated IL$74.4M · 0.29%
First Industrial, L.P. IL$63.6M · 0.00%

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Source: U.S. Department of Labor, Form 5500 series, EIN 363207100 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.