Plan Ledger DOL Form 5500 · updated monthly

AVENUE5 Residential, LLC401(k)

AVENUE5 RESIDENTIAL, LLC EMPLOYEE SAVINGS PLAN · SEATTLE, WA · plan year 2025

Reported admin expense ratio · 2025
0.42%

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

AVENUE5 Residential, LLC reported $378,205 in plan administrative expenses for 2025: 0.42% of average plan assets, higher than ~90% of peers. Employer contributions averaged $1,285 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 3 years on file its reported administrative ratio fell from 0.53% to 0.42%. The plan sits in the $50M–$250M size bracket, benchmarked here against 605 comparable plans and shown alongside other real estate & leasing employers. By assets it is the 178th-largest of 1,714 plans among Washington employers on file, and the 125th of 2,096 in real estate & leasing. In 2025, employees put in $3.08 for every $1.00 the employer contributed; active participation has grown from 2,242 to 4,281 since 2022.

Plan summary
Net assets, end of year$102,140,204
Participants with balances4,741
Active participants4,281
Employer contributions$5,499,559
Employee contributions$16,965,382
Employer contribution per active participant$1,285
Average account balance$21,544
Benefits paid to participants$13,695,789
Plan auditUnmodified (clean) audit opinion
AuditorTURNER,STONE & CO.LLP
Plan history4
Yearassets · accounts · employer contribution
2025$102.1M · 4,741 accts · $5.5M emplr
2024$77.8M · 4,226 accts · $5.2M emplr
2023$58.5M · 3,729 accts · $3.9M emplr
2022$41.9M · 3,259 accts · $3.3M emplr
Administrative expenses, itemized · 2025
Recordkeeping & contract admin$327,305
Total administrative$378,205
The AVENUE5 Residential, LLC 401(k) match · 2025
Employer contribution per active participant$1,285
Median for plans this size$4,093
2025$1,285 per active participant
2024$1,411 per active participant
2023$1,443 per active participant
2022$1,462 per active participant

AVENUE5 Residential, LLC's 2025 employer contribution ran below the $4,093 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 2025 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20252
ALLIANT INSURANCE SERVICES, INC.indirect comp
ALLIANT INSURANCE SERVICES, INC. · Other servicesindirect comp

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

Administrative cost history4
2025$378,205 · 0.42%
2024$334,010 · 0.49%
2023$280,995 · 0.56%
2022$222,710 · 0.53%
Same employer
Similar plansReal Estate & Leasing · Washington
Zillow Group, Inc. WA$849.8M · 0.03%
Redfin Corporation WA$223.2M · 0.20%
Holland Residential, LLC WA$68.7M · 0.17%
Unico Properties LLC WA$62.6M · 0.25%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 475247277 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.