Plan Ledger DOL Form 5500 · updated monthly

Collopy Real Estate, Inc.401(k)

RE/MAX RESULTS 401(K) SAVINGS AND RETIREMENT PLAN · EDEN PRAIRIE, MN · plan year 2024

Reported admin expense ratio · 2024
0.53%

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

Collopy Real Estate, Inc. reported $33,329 in plan administrative expenses for 2024: 0.53% of average plan assets, below the peer median. Employer contributions averaged $469 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 0.53%. 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 Minnesota (1,477th of 1,918), and 1,371st of 2,096 in real estate & leasing. In 2024, employees put in $7.15 for every $1.00 the employer contributed; active participation has shrunk from 186 to 160 since 2022.

Plan summary
Net assets, end of year$6,541,801
Participants with balances148
Active participants160
Employer contributions$74,962
Employee contributions$536,044
Employer contribution per active participant$469
Average account balance$44,201
Benefits paid to participants$880,870
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$6.5M · 148 accts · $75K emplr
2023$6.0M · 152 accts · $74K emplr
2022$5.0M · 170 accts · $94K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$29,326
Investment management$4,003
Total administrative$33,329
The Collopy Real Estate, Inc. 401(k) match · 2024
Employer contribution per active participant$469
Median for plans this size$1,313
2024$469 per active participant
2023$452 per active participant
2022$505 per active participant

Collopy Real Estate, Inc.'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 · 20241
STANCORP FINANCIAL · Claims processing · Recordkeeping$29,325

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

Recordkeeper by year2
2024The Standard
2023The Standard

Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$33,329 · 0.53%
2023$30,730 · 0.56%
2022$28,157 · 0.54%
Same employer
Similar plansReal Estate & Leasing · Minnesota
Roers Companies MN$8.9M · 0.77%
Brutger Equities, Inc. MN$6.2M · 0.92%

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Source: U.S. Department of Labor, Form 5500 series, EIN 411564995 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.