Plan Ledger DOL Form 5500 · updated monthly

Everest Realty Group401(k)

EVEREST REALTY GROUP · MIDVALE, UT · plan year 2022

Reported admin expense ratio · 2022
0.63%

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

Everest Realty Group reported $5,088 in plan administrative expenses for 2022: 0.63% of average plan assets, below the peer median. Employer contributions averaged $561 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 has held roughly steady near 0.66%. The plan sits in the under $1M size bracket, benchmarked here against 4,041 comparable plans and shown alongside other real estate & leasing employers. By assets it is among the smaller plans on file in Utah (807th of 848), and 1,996th of 2,096 in real estate & leasing. In 2022, employees put in $11.53 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$824,960
Participants with balances116
Active participants41
Employer contributions$22,999
Employee contributions$265,188
Employer contribution per active participant$561
Average account balance$7,112
Benefits paid to participants$90,595
Plan auditUnmodified (clean) audit opinion
AuditorLINKED ACCOUNTING
Plan history2
Yearassets · accounts · employer contribution
2023$803K · 99 accts · $5K emplr
2022$825K · 116 accts · $23K emplr
The Everest Realty Group 401(k) match · 2022
Employer contribution per active participant$561
Median for plans this size$331
2023$221 per active participant
2022$561 per active participant

Everest Realty Group's 2022 employer contribution ran above the $331 median for plans its size. 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 2022 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Administrative cost history2
2023$5,367 · 0.66%
2022$5,088 · 0.63%
Similar plansReal Estate & Leasing · Utah
Diamond Event, Inc. UT$3.5M · 1.23%
Homie Technology Inc. UT$1.8M · 2.36%
Keller Management,Llc UT$584K · 0.83%

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Source: U.S. Department of Labor, Form 5500 series, EIN 270261079 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.