Plan Ledger DOL Form 5500 · updated monthly

Gh III Management, LLC401(k)

GH III MANAGEMENT, LLC SALARY DEFERRAL PLAN · HOUSTON, TX · plan year 2024

Reported admin expense ratio · 2024
0.10%

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

Gh III Management, LLC reported $7,403 in plan administrative expenses for 2024: 0.10% of average plan assets, lower than ~75% of peers. Employer contributions averaged $878 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 rose from 0.09% to 0.10%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other real estate & leasing employers. By assets it is among the smaller plans on file in Texas (3,486th of 5,688), and 1,293rd of 2,096 in real estate & leasing. In 2024, employees put in $7.67 for every $1.00 the employer contributed; active participation has shrunk from 108 to 89 since 2022.

Plan summary
Net assets, end of year$7,531,630
Participants with balances109
Active participants89
Employer contributions$78,161
Employee contributions$599,654
Employer contribution per active participant$878
Average account balance$69,098
Benefits paid to participants$866,249
Plan auditUnmodified (clean) audit opinion
AuditorHARPER & PEARSON COMPANY, P.C.
Plan history3
Yearassets · accounts · employer contribution
2024$7.5M · 109 accts · $78K emplr
2023$6.8M · 121 accts · $93K emplr
2022$6.1M · 126 accts · $100K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$5,100
Investment management$1,353
Total administrative$7,403
The Gh III Management, LLC 401(k) match · 2024
Employer contribution per active participant$878
Median for plans this size$1,313
2024$878 per active participant
2023$916 per active participant
2022$928 per active participant

Gh III Management, LLC's 2024 employer contribution ran below the $1,313 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 · 20244
HOLZKNECHT UMALI, INC. · Other services$2,900
VOYA RETIREMENT INSURANCE AND ANNUI · Investment advisory (participants)$1,955
KESTRA ADVISORY SERVICES LLCindirect comp
ASSURED PARTNERS CAPITAL, INCindirect comp

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$7,403 · 0.10%
2023$5,277 · 0.08%
2022$5,939 · 0.09%
Similar plansReal Estate & Leasing · Texas
Capps Rent-A-Car, Inc. TX$7.8M · 0.78%
Lumacorp, Inc. TX$7.7M · 0.22%
Worldwide Machinery LTD TX$7.7M · 0.03%
Coury Hospitality, LLC TX$7.3M · 0.76%

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Source: U.S. Department of Labor, Form 5500 series, EIN 760633626 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.