Plan Ledger DOL Form 5500 · updated monthly

Exp World Holdings, Inc.401(k)

EXP 401(K) PLAN · BELLINGHAM, WA · plan year 2024

Reported admin expense ratio · 2024
0.47%

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

Exp World Holdings, Inc. reported $216,470 in plan administrative expenses for 2024: 0.47% of average plan assets, higher than ~75% of peers. Employer contributions averaged $3,123 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 1.14% to 0.47%. 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 330th-largest of 1,714 plans among Washington employers on file, and the 274th of 2,096 in real estate & leasing. In 2024, employees put in $1.72 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$51,804,095
Participants with balances1,743
Active participants1,488
Employer contributions$4,647,686
Employee contributions$8,004,243
Employer contribution per active participant$3,123
Average account balance$29,721
Benefits paid to participants$6,552,300
Plan auditUnmodified (clean) audit opinion
AuditorSIKICH CPA LLP
Plan history3
Yearassets · accounts · employer contribution
2024$51.8M · 1,743 accts · $4.6M emplr
2023$39.8M · 1,759 accts · $4.8M emplr
2022$25.4M · 1,805 accts · $4.7M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$145,168
Investment management$62,338
Total administrative$216,470
The Exp World Holdings, Inc. 401(k) match · 2024
Employer contribution per active participant$3,123
Median for plans this size$2,416
2024$3,123 per active participant
2023$3,064 per active participant
2022$2,949 per active participant

Exp World Holdings, Inc.'s 2024 employer contribution ran above the $2,416 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 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20243
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$154,132
STRATEGIC ADVISORS, INC. · Investment advisory (plan)$40,048
MMA SECURITIES · Investment advisory (plan)$22,289

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$216,470 · 0.47%
2023$248,489 · 0.76%
2022$248,678 · 1.14%
Same employer
Similar plansReal Estate & Leasing · Washington
Unico Properties LLC WA$62.6M · 0.25%
Investco L.L.C WA$52.5M · 0.42%
Star Industries, Inc. WA$42.7M · 0.01%
Kidder Mathews Inc. WA$35.9M · 0.43%

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Source: U.S. Department of Labor, Form 5500 series, EIN 980681092 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.