Plan Ledger DOL Form 5500 · updated monthly

Apartment Life403(b)

APARTMENT LIFE 403(B) RETIREMENT PLAN · BEDFORD, TX · plan year 2022

Reported admin expense ratio · 2022
0.17%

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

Apartment Life reported $6,641 in plan administrative expenses for 2022: 0.17% of average plan assets, below the peer median. Employer contributions averaged $920 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 $1M–$10M size bracket, benchmarked here against 30,021 comparable plans and shown alongside other other services employers. By assets it is among the smaller plans on file in Texas (4,396th of 5,688), and 2,521st of 3,341 in other services. In 2022, employees put in $2.25 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$3,679,496
Participants with balances82
Active participants145
Employer contributions$133,339
Employee contributions$300,151
Employer contribution per active participant$920
Average account balance$44,872
Benefits paid to participants$105,244
Plan auditUnmodified (clean) audit opinion
AuditorMEREDITH CPAS
Administrative expenses, itemized · 2022
Professional / advisory$6,091
Total administrative$6,641
Employer contributions to the Apartment Life plan · 2022
Employer contribution per active participant$920
Median for plans this size$1,114

Apartment Life's 2022 employer contribution ran below the $1,114 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 2022 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Administrative cost history1
2022$6,641 · 0.17%
Similar plansOther Services · Texas
Removery, LLC TX$4.8M · 0.79%
The Caldwell Foundation TX$4.1M · 0.06%
S.P.C.A. of Texas TX$3.7M · 0.29%
Team Car Care, LLC TX$3.7M · 0.30%
Anderton Group II, LTD. TX$3.4M · 1.09%

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Source: U.S. Department of Labor, Form 5500 series, EIN 752868621 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.