Plan Ledger DOL Form 5500 · updated monthly

Harrison Street Real Estate Capital, LLC401(k)

HARRISON STREET REAL ESTATE CAPITAL, LLC 401 K PROFIT SHARING PLAN TRUST · CHICAGO, IL · plan year 2024

Reported admin expense ratio · 2024
0.24%

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

Harrison Street Real Estate Capital, LLC reported $107,150 in plan administrative expenses for 2024: 0.24% of average plan assets, below the peer median. Employer contributions averaged $6,724 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 3 years on file its reported administrative ratio has held roughly steady near 0.24%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other finance & insurance employers. By assets it is the 923rd-largest of 3,702 plans among Illinois employers on file, and the 1,675th of 4,798 in finance & insurance. In 2024, employees put in $2.58 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$49,810,266
Participants with balances313
Active participants232
Employer contributions$1,559,914
Employee contributions$4,026,613
Employer contribution per active participant$6,724
Average account balance$159,138
Benefits paid to participants$2,077,381
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$49.8M · 313 accts · $1.6M emplr
2023$39.6M · 301 accts · $1.5M emplr
2022$29.3M · 281 accts · $1.2M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$3,240
Investment management$103,910
Total administrative$107,150
The Harrison Street Real Estate Capital, LLC 401(k) match · 2024
Employer contribution per active participant$6,724
Median for plans this size$2,416
2024$6,724 per active participant
2023$6,410 per active participant
2022$5,855 per active participant

Harrison Street Real Estate Capital, 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 · 20241
EMBREE FINANCIAL GROUP · Investment advisory (participants) · Investment advisory (plan)$103,910

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$107,150 · 0.24%
2023$82,620 · 0.24%
2022$70,011 · 0.23%
Same employer
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Empeople Credit Union IL$49.9M · 0.24%
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Source: U.S. Department of Labor, Form 5500 series, EIN 203677351 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.