Plan Ledger DOL Form 5500 · updated monthly

Bluestone Property Management, LLC401(k)

BLUESTONE PROPERTY MANAGEMENT, LLC 401(K) PLAN · INDIANAPOLIS, IN · plan year 2022

Reported admin expense ratio · 2022
0.28%

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

Bluestone Property Management, LLC reported $4,620 in plan administrative expenses for 2022: 0.28% of average plan assets, below the peer median. Employer contributions averaged $1,617 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 real estate & leasing employers. By assets it is among the smaller plans on file in Indiana (1,441st of 1,562), and 1,915th of 2,096 in real estate & leasing. In 2022, employees put in $4.89 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$1,548,109
Participants with balances92
Active participants42
Employer contributions$67,909
Employee contributions$331,852
Employer contribution per active participant$1,617
Average account balance$16,827
Benefits paid to participants$356,852
Plan auditUnmodified (clean) audit opinion
AuditorTHE JOHNSON GROUP, P.C.
Administrative expenses, itemized · 2022
Recordkeeping & contract admin$4,620
Total administrative$4,620
The Bluestone Property Management, LLC 401(k) match · 2022
Employer contribution per active participant$1,617
Median for plans this size$1,114

Bluestone Property Management, LLC's 2022 employer contribution ran above 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$4,620 · 0.28%
Similar plansReal Estate & Leasing · Indiana
Velox Valuations LLC IN$3.0M · 0.81%
M & J Management Co LLC IN$1.2M · 0.37%
Sh Staffing LLC IN$530K · 1.51%
Hellenic Management, Inc. IN$30K · 10.09%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 203337296 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.