Plan Ledger DOL Form 5500 · updated monthly

Howard Perry & Walston Realty, Inc.401(k)

HOWARD PERRY & WALSTON REALTY, INC. 401(K) PLAN · RALEIGH, NC · plan year 2022

Reported admin expense ratio · 2022
0.17%

Howard Perry & Walston Realty, Inc. reported $3,370 in plan administrative expenses for 2022: 0.17% of average plan assets, below the peer median. 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 North Carolina (1,840th of 2,005), and 1,923rd of 2,096 in real estate & leasing.

Plan summary
Net assets, end of year$1,453,460
Participants with balances78
Active participants103
Employer contributions—
Employee contributions$241,311
Employer contribution per active participant—
Average account balance$18,634
Benefits paid to participants$792,261
Plan auditUnmodified (clean) audit opinion
AuditorTHOMAS, JUDY, & TUCKER, P.A.
Administrative expenses, itemized · 2022
Recordkeeping & contract admin$3,370
Total administrative$3,370
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$3,370 · 0.17%
Similar plansReal Estate & Leasing · North Carolina
The Dilweg Companies LLC NC$2.3M · 0.02%
Wellington Advisors LLC NC$1.0M · 1.03%

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Source: U.S. Department of Labor, Form 5500 series, EIN 560989858 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.