Plan Ledger DOL Form 5500 · updated monthly

Arlington Properties, Inc.401(k)

ARLINGTON PROPERTIES, INC. 401(K) PROFIT SHARING PLAN · BIRMINGHAM, AL · plan year 2024

Reported admin expense ratio · 2024
0.66%

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

Arlington Properties, Inc. reported $99,651 in plan administrative expenses for 2024: 0.66% of average plan assets, higher than ~90% of peers. Employer contributions averaged $960 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 0.15% to 0.66%. 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 334th-largest of 902 plans among Alabama employers on file, and the 767th of 2,096 in real estate & leasing. In 2024, employees put in $3.32 for every $1.00 the employer contributed; active participation has grown from 532 to 732 since 2022.

Plan summary
Net assets, end of year$17,081,253
Participants with balances782
Active participants732
Employer contributions$702,360
Employee contributions$2,332,462
Employer contribution per active participant$960
Average account balance$21,843
Benefits paid to participants$1,139,073
Plan auditDisclaimer of opinion
AuditorHAYNES DOWNARD LLP
Plan history3
Yearassets · accounts · employer contribution
2024$17.1M · 782 accts · $702K emplr
2023$13.3M · 641 accts · $600K emplr
2022$10.4M · 582 accts · $477K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$99,651
Total administrative$99,651
The Arlington Properties, Inc. 401(k) match · 2024
Employer contribution per active participant$960
Median for plans this size$2,416
2024$960 per active participant
2023$960 per active participant
2022$897 per active participant

Arlington Properties, Inc.'s 2024 employer contribution ran below the $2,416 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 · 20242
PRINCIPAL LIFE INSURANCE COMPANY · Contract administrator · Loan processing$99,651
GALLAGHER FIDUCIARY ADVISORS, LLC · Investment advisory (plan)indirect 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$99,651 · 0.66%
2023$74,528 · 0.63%
2022$15,538 · 0.15%
Same employer
Similar plansReal Estate & Leasing · Alabama
The Barber Companies, Inc. AL$22.2M · 0.31%
Craneworks, Inc. AL$12.1M · 0.63%
Metro Mini Storage AL$8.6M · 0.52%

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Source: U.S. Department of Labor, Form 5500 series, EIN 592374120 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.