Plan Ledger DOL Form 5500 · updated monthly

Brett Real Estate Robinson Development Company, Inc.401(k)

BRETT REAL ESTATE ROBINSON DEVELOPMENT CO., INC. RETIREMENT PLAN · SARALAND, AL · plan year 2024

Reported admin expense ratio · 2024
0.03%

Brett Real Estate Robinson Development Company, Inc. reported $1,815 in plan administrative expenses for 2024: 0.03% of average plan assets, lower than ~75% of peers. 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 0.029% to 0.032%. 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 Alabama (589th of 902), and 1,416th of 2,096 in real estate & leasing.

Plan summary
Net assets, end of year$5,982,145
Participants with balances538
Active participants520
Employer contributions—
Employee contributions$415,718
Employer contribution per active participant—
Average account balance$11,119
Benefits paid to participants$746,333
Plan auditUnmodified (clean) audit opinion
AuditorTHE HIGHLANDS ACCOUNTING GROUP, INC
Plan history3
Yearassets · accounts · employer contribution
2024$6.0M · 538 accts
2023$5.2M · 360 accts
2022$4.4M · 284 accts · $5K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$1,815
Total administrative$1,815
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 · 20241
MUTUAL OF AMERICA INVESTMENT CORP · Claims processing · Recordkeeping$4,091

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$1,815 · 0.03%
2023$1,146 · 0.02%
2022$1,385 · 0.03%
Similar plansReal Estate & Leasing · Alabama
Craneworks, Inc. AL$12.1M · 0.63%
Metro Mini Storage AL$8.6M · 0.52%
Crowne Partners, Inc. AL$6.5M · 0.32%
Bayer Properties, L.L.C. AL$6.2M · 0.70%
Jcj-Raleigh, LLC AL$5.2M · 1.28%
South Oak Title HR LLC AL$5.0M · 0.10%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 630661511 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.