Plan Ledger DOL Form 5500 · updated monthly

Holladay Property Services Midwest Inc.401(k)

HOLLADAY PROPERTY SERVICES MIDWEST INC. 401(K) PROFIT SHARING PLAN · SOUTH BEND, IN · plan year 2024

Reported admin expense ratio · 2024
0.20%

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

Holladay Property Services Midwest Inc. reported $34,596 in plan administrative expenses for 2024: 0.20% of average plan assets, below the peer median. Employer contributions averaged $898 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 0.13% to 0.20%. 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 641st-largest of 1,562 plans among Indiana employers on file, and the 762nd of 2,096 in real estate & leasing. In 2024, employees put in $8.11 for every $1.00 the employer contributed; active participation has shrunk from 459 to 229 since 2022.

Plan summary
Net assets, end of year$17,166,081
Participants with balances315
Active participants229
Employer contributions$205,709
Employee contributions$1,668,163
Employer contribution per active participant$898
Average account balance$54,495
Benefits paid to participants$1,953,421
Plan auditUnmodified (clean) audit opinion
AuditorCROWE LLP
Plan history3
Yearassets · accounts · employer contribution
2024$17.2M · 315 accts · $206K emplr
2023$17.1M · 510 accts · $248K emplr
2022$14.3M · 505 accts · $274K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$20,069
Total administrative$34,596
The Holladay Property Services Midwest Inc. 401(k) match · 2024
Employer contribution per active participant$898
Median for plans this size$2,416
2024$898 per active participant
2023$863 per active participant
2022$598 per active participant

Holladay Property Services Midwest Inc.'s 2024 employer contribution ran below the $2,416 median for plans its size, in the bottom 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
CETERA ADVISOR NETWORKS LLC · Investment advisory (plan)$48,084

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$34,596 · 0.20%
2023$20,784 · 0.13%
2022$19,995 · 0.13%
Same employer
Similar plansReal Estate & Leasing · Indiana
Kpg Corp. IN$22.9M · 0.53%
Sterling Management, LTD. IN$18.3M · 0.63%
Premier Forge Group, LLC IN$17.5M · 0.27%
Milhaus Development, LLC IN$17.1M · 0.30%
Storage Solutions, Inc. IN$15.9M · 0.02%
Barrett & Stokely, Inc. IN$13.6M · 0.25%

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Source: U.S. Department of Labor, Form 5500 series, EIN 522128493 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.