Plan Ledger DOL Form 5500 · updated monthly

Anywhere Real Estate Group LLC401(k)

ANYWHERE REAL ESTATE GROUP LLC EMPLOYEE SAVINGS PLAN · MADISON, NJ · plan year 2024

Reported admin expense ratio · 2024
0.21%

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

Anywhere Real Estate Group LLC reported $2,134,626 in plan administrative expenses for 2024: 0.21% of average plan assets, higher than ~90% of peers. Employer contributions averaged $2,751 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 0.06% to 0.21%. The plan sits in the $250M–$1B size bracket, benchmarked here against 2,883 comparable plans and shown alongside other real estate & leasing employers. By assets it is the 64th-largest of 2,419 plans among New Jersey employers on file, and the 8th of 2,096 in real estate & leasing. In 2024, employees put in $2.61 for every $1.00 the employer contributed; active participation has shrunk from 8,508 to 7,548 since 2022.

Plan summary
Net assets, end of year$1,042,031,780
Participants with balances9,283
Active participants7,548
Employer contributions$20,765,083
Employee contributions$54,191,017
Employer contribution per active participant$2,751
Average account balance$112,252
Benefits paid to participants$107,894,393
Plan auditUnmodified (clean) audit opinion
AuditorKRONICK KALADA BERDY & CO
Plan history3
Yearassets · accounts · employer contribution
2024$1.0B · 9,283 accts · $20.8M emplr
2023$953.0M · 9,838 accts · $20.8M emplr
2022$847.1M · 10,799 accts · $22.0M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$429,395
Investment management$112,475
Audit (IQPA)$12,900
Total administrative$2,134,626
The Anywhere Real Estate Group LLC 401(k) match · 2024
Employer contribution per active participant$2,751
Median for plans this size$4,294
2024$2,751 per active participant
2023$2,755 per active participant
2022$2,590 per active participant

Anywhere Real Estate Group LLC's 2024 employer contribution ran below the $4,294 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 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20243
MERRILL LYNCH, PIERCE, FENNER AND S · Recordkeeping$429,395
CAPTRUST FINANCIAL PARTNERS, LLC$112,475
KRONICK KALADA BERDY & CO., P.C.$12,900

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

Recordkeeper by year2
2024Bank of America / Merrill
2023Bank of America / Merrill

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Administrative cost history3
2024$2,134,626 · 0.21%
2023$1,336,617 · 0.15%
2022$606,751 · 0.06%
Same employer
Similar plansReal Estate & Leasing · New Jersey
Sunbelt Rentals, Inc. SC$1.2B · 0.15%
Zillow Group, Inc. WA$849.8M · 0.03%
Homeservices of America, Inc MN$790.9M · 0.03%

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Source: U.S. Department of Labor, Form 5500 series, EIN 204381990 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.