Plan Ledger DOL Form 5500 · updated monthly

Corporex Realty & Investment LLC401(k)

CORPOREX FAMILY OF COMPANIES 401(K) PLAN · COVINGTON, KY · plan year 2024

Reported admin expense ratio · 2024
0.69%

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

Corporex Realty & Investment LLC reported $199,214 in plan administrative expenses for 2024: 0.69% of average plan assets, higher than ~90% of peers. Employer contributions averaged $400 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 0.85% to 0.69%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other real estate & leasing employers. By assets it is the 218th-largest of 871 plans among Kentucky employers on file, and the 445th of 2,096 in real estate & leasing. In 2024, employees put in $4.25 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$30,828,336
Participants with balances594
Active participants1,153
Employer contributions$461,681
Employee contributions$1,963,957
Employer contribution per active participant$400
Average account balance$51,900
Benefits paid to participants$2,044,701
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$30.8M · 594 accts · $462K emplr
2023$26.7M · 625 accts · $523K emplr
2022$21.5M · 641 accts · $536K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$65,184
Investment management$134,030
Total administrative$199,214
The Corporex Realty & Investment LLC 401(k) match · 2024
Employer contribution per active participant$400
Median for plans this size$2,416
2024$400 per active participant
2023$466 per active participant
2022$458 per active participant

Corporex Realty & Investment LLC's 2024 employer contribution ran below the $2,416 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
MCF ADVISORS LLC · Investment advisory (plan)$134,030

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$199,214 · 0.69%
2023$164,569 · 0.68%
2022$204,073 · 0.85%
Same employer
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Nts Development Company KY$35.4M · 0.01%
Kona Ice, Inc KY$4.4M · 1.12%
Pmr Companies LLC KY$3.0M · 1.52%
Management Fc, LLC KY$2.2M · 0.69%

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Source: U.S. Department of Labor, Form 5500 series, EIN 610670372 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.