Plan Ledger DOL Form 5500 · updated monthly

Housing Trust Group, LLC401(k)

HOUSING TRUST GROUP, LLC 401(K) PLAN · MIAMI, FL · plan year 2022

Reported admin expense ratio · 2022
0.62%

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

Housing Trust Group, LLC reported $16,648 in plan administrative expenses for 2022: 0.62% of average plan assets, above the peer median. Employer contributions averaged $495 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.

The plan sits in the $1M–$10M size bracket, benchmarked here against 30,021 comparable plans and shown alongside other real estate & leasing employers. By assets it is among the smaller plans on file in Florida (2,978th of 3,644), and 1,785th of 2,096 in real estate & leasing. In 2022, employees put in $4.86 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$2,548,807
Participants with balances81
Active participants163
Employer contributions$80,654
Employee contributions$392,232
Employer contribution per active participant$495
Average account balance$31,467
Benefits paid to participants$303,508
Plan auditUnmodified (clean) audit opinion
Administrative expenses, itemized · 2022
Professional / advisory$16,648
Total administrative$16,648
The Housing Trust Group, LLC 401(k) match · 2022
Employer contribution per active participant$495
Median for plans this size$1,114

Housing Trust Group, LLC's 2022 employer contribution ran below the $1,114 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 2022 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Administrative cost history1
2022$16,648 · 0.62%
Same employer
Similar plansReal Estate & Leasing · Florida
Proplogix, LLC FL$3.3M · 1.56%

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Source: U.S. Department of Labor, Form 5500 series, EIN 205641453 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.