Plan Ledger DOL Form 5500 · updated monthly

Exeter Property Group, LLC401(k)

EQT EXETER PROPERTY GROUP, LLC 401(K) PLAN · RADNOR, PA · plan year 2024

Reported admin expense ratio · 2024
0.40%

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

Exeter Property Group, LLC reported $149,521 in plan administrative expenses for 2024: 0.40% of average plan assets, above the peer median. Employer contributions averaged $7,056 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 0.51% to 0.40%. 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 918th-largest of 3,651 plans among Pennsylvania employers on file, and the 338th of 2,096 in real estate & leasing. In 2024, employees put in $1.96 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$41,993,308
Participants with balances273
Active participants223
Employer contributions$1,573,520
Employee contributions$3,088,715
Employer contribution per active participant$7,056
Average account balance$153,822
Benefits paid to participants$1,078,463
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$42.0M · 273 accts · $1.6M emplr
2023$32.0M · 257 accts · $1.6M emplr
2022$22.8M · 246 accts · $1.2M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$28,606
Investment management$120,915
Total administrative$149,521
The Exeter Property Group, LLC 401(k) match · 2024
Employer contribution per active participant$7,056
Median for plans this size$2,416
2024$7,056 per active participant
2023$6,450 per active participant
2022$5,378 per active participant

Exeter Property Group, LLC's 2024 employer contribution ran above the $2,416 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 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20243
GLOBAL RETIREMENT PARTNERS · Recordkeeping · Trustee$120,915
ADP, INC. · Loan processing · Recordkeeping$28,606
ADP BROKER-DEALER · Other servicesindirect comp

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

Recordkeeper by year2
2024ADP, GLOBAL RETIREMENT PARTNERS
2023ADP, GLOBAL RETIREMENT PARTNERS

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Administrative cost history3
2024$149,521 · 0.40%
2023$139,760 · 0.51%
2022$115,263 · 0.51%
Similar plansReal Estate & Leasing · Pennsylvania
Preit Services, LLC PA$53.1M · 0.10%
Shk Management, Inc. PA$49.3M · 0.39%
Lcor Incorporated PA$49.1M · 0.07%
Oxford Development Company PA$32.0M · 0.13%
Hanna Holdings, Inc. PA$31.9M · 0.45%
Best Line Leasing, Inc. PA$31.3M · 0.56%
American Realty Capital LLC PA$24.5M · 0.15%

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Source: U.S. Department of Labor, Form 5500 series, EIN 205420212 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.