Plan Ledger DOL Form 5500 · updated monthly

Eureka Multifamily Group, L.P.401(k)

EUREKA MULTIFAMILY GROUP, L.P. 401(K) PROFIT SHARING PLAN TRUST · AUSTIN, TX · plan year 2023

Reported admin expense ratio · 2023
1.54%

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

Eureka Multifamily Group, L.P. reported $8,330 in plan administrative expenses for 2023: 1.54% of average plan assets, above the peer median. Employer contributions averaged $1,064 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 1 year on file its reported administrative ratio rose from 1.28% to 1.54%. The plan sits in the under $1M size bracket, benchmarked here against 1,192 comparable plans and shown alongside other real estate & leasing employers. By assets it is among the smaller plans on file in Texas (5,383rd of 5,688), and 2,009th of 2,096 in real estate & leasing. In 2023, employees put in $1.46 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$675,958
Participants with balances130
Active participants118
Employer contributions$125,566
Employee contributions$183,109
Employer contribution per active participant$1,064
Average account balance$5,200
Benefits paid to participants$166,683
Plan auditUnmodified (clean) audit opinion
AuditorPRICE KUBECKA
Plan history2
Yearassets · accounts · employer contribution
2023$676K · 130 accts · $126K emplr
2022$403K · 159 accts · $125K emplr
Administrative expenses, itemized · 2023
Recordkeeping & contract admin$6,974
Investment management$1,356
Total administrative$8,330
The Eureka Multifamily Group, L.P. 401(k) match · 2023
Employer contribution per active participant$1,064
Median for plans this size$522
2023$1,064 per active participant
2022$1,047 per active participant

Eureka Multifamily Group, L.P.'s 2023 employer contribution ran above the $522 median for plans its size, placing it in the top 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 2023 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20232
ADP, INC. · Loan processing · Recordkeeping$7,035
ADP BROKER-DEALERindirect comp

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

Administrative cost history2
2023$8,330 · 1.54%
2022$3,996 · 1.28%
Same employer
Similar plansReal Estate & Leasing · Texas
Jab Rentals, Inc. TX$861K · 0.54%
Rainier Management LTD TX$700K · 0.77%
Ebby Halliday, Inc. TX$618K · 4.72%
T & L Lease Service, LTD. TX$411K · 0.20%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 010725190 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.