Plan Ledger DOL Form 5500 · updated monthly

Hellenic Management, Inc.401(k)

HELLENIC MANAGEMENT, INC. 401(K) PLAN · FISHERS, IN · plan year 2022

Reported admin expense ratio · 2022
10.09%

Hellenic Management, Inc. reported $1,500 in plan administrative expenses for 2022: 10.09% of average plan assets, higher than ~90% of peers. 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.

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 Indiana (1,559th of 1,562), and 2,086th of 2,096 in real estate & leasing.

Plan summary
Net assets, end of year$29,677
Participants with balances38
Active participants208
Employer contributions—
Employee contributions$31,072
Employer contribution per active participant—
Average account balance$781
Plan auditUnmodified (clean) audit opinion
Plan history2
Yearassets · accounts · employer contribution
2022$30K · 38 accts
2021$50 · 1 accts
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
2022$1,500 · 10.09%
2021Not separately reported
Similar plansReal Estate & Leasing · Indiana
M & J Management Co LLC IN$1.2M · 0.37%
Sh Staffing LLC IN$530K · 1.51%
Iris Senior Living LLC TX$64K · 4.08%
Ny Deep LLC NJ$61K · 2.73%
Mosaic Management Inc OR$53K · 0.87%

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Source: U.S. Department of Labor, Form 5500 series, EIN 471852631 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.