Plan Ledger DOL Form 5500 · updated monthly

Hilltop Residential LLC401(k)

HILLTOP RESIDENTIAL 401(K) PLAN · HOUSTON, TX · plan year 2024

Reported admin expense ratio · 2024
2.63%

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

Hilltop Residential LLC reported $61,991 in plan administrative expenses for 2024: 2.63% of average plan assets, higher than ~90% of peers. Employer contributions averaged $1,456 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 2.20% to 2.63%. 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 (4,679th of 5,688), and 1,762nd of 2,096 in real estate & leasing. In 2024, employees put in $1.26 for every $1.00 the employer contributed; active participation has grown from 212 to 244 since 2022.

Plan summary
Net assets, end of year$2,691,414
Participants with balances260
Active participants244
Employer contributions$355,310
Employee contributions$446,250
Employer contribution per active participant$1,456
Average account balance$10,352
Benefits paid to participants$356,919
Plan auditUnmodified (clean) audit opinion
AuditorPRICEKUBECKA, LLC
Plan history3
Yearassets · accounts · employer contribution
2024$2.7M · 260 accts · $355K emplr
2023$2.0M · 345 accts · $306K emplr
2022$1.2M · 285 accts · $231K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$61,391
Total administrative$61,991
The Hilltop Residential LLC 401(k) match · 2024
Employer contribution per active participant$1,456
Median for plans this size$1,313
2024$1,456 per active participant
2023$1,435 per active participant
2022$1,088 per active participant

Hilltop Residential LLC's 2024 employer contribution ran above 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 · 20241
IRONOAK WEALTH LLCindirect 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$61,991 · 2.63%
2023$29,306 · 1.83%
2022$22,792 · 2.20%
Same employer
Similar plansReal Estate & Leasing · Texas
Hettig Management Corp. TX$3.3M · 0.34%
S2C Management, LLC TX$3.0M · 0.89%
Focus Staff Services LP TX$2.8M · 2.17%
Tradition Management, LLC TX$2.6M · 0.48%
Dayrise Residential, LLC TX$2.5M · 0.21%

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Source: U.S. Department of Labor, Form 5500 series, EIN 815036439 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.