Plan Ledger DOL Form 5500 · updated monthly

Bear Property Management, Inc.401(k)

BEAR REAL ESTATE GROUP 401(K) PLAN · KENOSHA, WI · plan year 2024

Reported admin expense ratio · 2024
0.74%

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

Bear Property Management, Inc. reported $49,995 in plan administrative expenses for 2024: 0.74% of average plan assets, above the peer median. Employer contributions averaged $2,463 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 has held roughly steady near 0.74%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other real estate & leasing employers. By assets it is among the smaller plans on file in Wisconsin (1,450th of 1,936), and 1,290th of 2,096 in real estate & leasing. In 2024, employees put in $2.12 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$7,553,392
Participants with balances131
Active participants159
Employer contributions$391,604
Employee contributions$831,143
Employer contribution per active participant$2,463
Average account balance$57,659
Benefits paid to participants$477,854
Plan auditUnmodified (clean) audit opinion
AuditorLUCIDA LLC
Plan history3
Yearassets · accounts · employer contribution
2024$7.6M · 131 accts · $392K emplr
2023$6.0M · 127 accts · $738K emplr
2022$4.6M · 128 accts · $335K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$49,995
Total administrative$49,995
The Bear Property Management, Inc. 401(k) match · 2024
Employer contribution per active participant$2,463
Median for plans this size$1,313
2024$2,463 per active participant
2023$4,558 per active participant
2022$2,189 per active participant

Bear Property Management, Inc.'s 2024 employer contribution ran above the $1,313 median for plans its size, placing it in the top 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 · 20244
PRINCIPAL LIFE INSURANCE COMPANY · Contract administrator · Loan processing$45,595
MAP RETIREMENT USA LLC · Contract administrator · Other services$4,400
OSAIC WEALTH INC. · Other servicesindirect comp
WILSHIRE 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$49,995 · 0.74%
2023$42,845 · 0.81%
2022$34,837 · 0.73%
Same employer
Similar plansReal Estate & Leasing · Wisconsin
Meridian Group Inc WI$12.9M · 0.49%
Capri Communities LLC WI$9.1M · 1.11%
Arena Event Services WI$8.0M · 0.61%
Msp Real Estate WI$5.7M · 1.03%

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Source: U.S. Department of Labor, Form 5500 series, EIN 391650148 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.