Plan Ledger DOL Form 5500 · updated monthly

Atlantic Housing Foundation, Inc401(k)

ATLANTIC HOUSING FOUNDATION, INC 401(K) PLAN · DALLAS, TX · plan year 2023

Reported admin expense ratio · 2023
0.20%

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

Atlantic Housing Foundation, Inc reported $4,256 in plan administrative expenses for 2023: 0.20% of average plan assets, below the peer median. Employer contributions averaged $728 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 1 year on file its reported administrative ratio fell from 0.23% to 0.20%. The plan sits in the $1M–$10M size bracket, benchmarked here against 22,307 comparable plans and shown alongside other real estate & leasing employers. By assets it is among the smaller plans on file in Texas (4,787th of 5,688), and 1,812th of 2,096 in real estate & leasing. In 2023, employees put in $1.61 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$2,358,813
Participants with balances82
Active participants212
Employer contributions$154,233
Employee contributions$247,982
Employer contribution per active participant$728
Average account balance$28,766
Benefits paid to participants$345,149
Plan auditUnmodified (clean) audit opinion
AuditorCJ CPAS
Plan history2
Yearassets · accounts · employer contribution
2023$2.4M · 82 accts · $154K emplr
2022$1.9M · 210 accts · $153K emplr
Administrative expenses, itemized · 2023
Recordkeeping & contract admin$4,256
Total administrative$4,256
The Atlantic Housing Foundation, Inc 401(k) match · 2023
Employer contribution per active participant$728
Median for plans this size$1,308
2023$728 per active participant
2022$709 per active participant

Atlantic Housing Foundation, Inc's 2023 employer contribution ran below the $1,308 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 2023 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20231
AMERITAS LIFE INSURANCE CORP · Recordkeeping · Loan processing$4,281

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

Administrative cost history2
2023$4,256 · 0.20%
2022$4,685 · 0.23%
Same employer
Similar plansReal Estate & Leasing · Texas
Tradition Management, LLC TX$2.6M · 0.48%
Dayrise Residential, LLC TX$2.5M · 0.21%
Frontline Anterra, LLC TX$2.0M · 1.11%

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Source: U.S. Department of Labor, Form 5500 series, EIN 571090154 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.