Plan Ledger DOL Form 5500 · updated monthly

Brg Realty Group, LLC401(k)

BRG REALTY GROUP, LLC EMPLOYEES' SAVINGS PLAN · CINCINNATI, OH · plan year 2024

Reported admin expense ratio · 2024
0.67%

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

Brg Realty Group, LLC reported $41,376 in plan administrative expenses for 2024: 0.67% of average plan assets, above the peer median. Employer contributions averaged $465 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 2 years on file its reported administrative ratio fell from 0.70% to 0.67%. 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 Ohio (2,335th of 3,295), and 1,360th of 2,096 in real estate & leasing. In 2024, employees put in $6.29 for every $1.00 the employer contributed; active participation has grown from 155 to 195 since 2022.

Plan summary
Net assets, end of year$6,719,010
Participants with balances154
Active participants195
Employer contributions$90,625
Employee contributions$569,956
Employer contribution per active participant$465
Average account balance$43,630
Benefits paid to participants$520,683
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$6.7M · 154 accts · $91K emplr
2023$5.7M · 159 accts · $85K emplr
2022$4.6M · 136 accts · $47K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$20,607
Investment management$20,769
Total administrative$41,376
The Brg Realty Group, LLC 401(k) match · 2024
Employer contribution per active participant$465
Median for plans this size$1,313
2024$465 per active participant
2023$443 per active participant
2022$301 per active participant

Brg Realty Group, LLC's 2024 employer contribution ran below the $1,313 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 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20242
HORAN SECURITIES INC · Investment advisory (plan)$20,769

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$41,376 · 0.67%
2023$34,836 · 0.67%
2022$36,811 · 0.70%
Same employer
Similar plansReal Estate & Leasing · Ohio
Cross Country Inns, Inc. OH$7.3M · 0.42%
Crawford Hoying, LTD. OH$7.1M · 0.76%
Adena Commercial LLC OH$6.8M · 0.49%
Amsdell Companies LLC OH$6.3M · 0.29%
Pacaso OH$5.5M · 0.10%

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Source: U.S. Department of Labor, Form 5500 series, EIN 202916184 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.