Plan Ledger DOL Form 5500 · updated monthly

Amli Management Company401(k)

AMLI RESIDENTIAL PROPERTIES 401(K) PLAN · CHICAGO, IL · plan year 2022

Reported admin expense ratio · 2022
0.21%

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

Amli Management Company reported $121,410 in plan administrative expenses for 2022: 0.21% of average plan assets, above the peer median. Employer contributions averaged $1,808 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.

The plan sits in the $50M–$250M size bracket, benchmarked here against 9,341 comparable plans and shown alongside other real estate & leasing employers. By assets it is the 860th-largest of 3,702 plans among Illinois employers on file, and the 270th of 2,096 in real estate & leasing. In 2022, employees put in $3.12 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$53,881,722
Participants with balances1,090
Active participants817
Employer contributions$1,476,761
Employee contributions$4,611,131
Employer contribution per active participant$1,808
Average account balance$49,433
Benefits paid to participants$4,569,228
Plan auditUnmodified (clean) audit opinion
AuditorCROWE LLP
Administrative expenses, itemized · 2022
Recordkeeping & contract admin$45,200
Investment management$31,869
Total administrative$121,410
The Amli Management Company 401(k) match · 2022
Employer contribution per active participant$1,808
Median for plans this size$3,449

Amli Management Company's 2022 employer contribution ran below the $3,449 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 2022 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Administrative cost history1
2022$121,410 · 0.21%
Similar plansReal Estate & Leasing · Illinois
First Industrial, L.P. IL$63.6M · 0.00%
Great Lakes Services, LLC IL$62.2M · 0.48%
Hamilton Partners, Inc. IL$56.5M · 0.01%
Waterton Associates IL$53.6M · 0.41%
Baird & Warner, Inc. IL$45.1M · 0.18%

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Source: U.S. Department of Labor, Form 5500 series, EIN 363377545 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.