Plan Ledger DOL Form 5500 · updated monthly

Inland Management, LLC401(k)

INLAND MANAGEMENT LLC 401(K) SAVINGS PLAN · WILLIAMSTOWN, MA · plan year 2025

Reported admin expense ratio · 2025
0.25%

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

Inland Management, LLC reported $51,057 in plan administrative expenses for 2025: 0.25% of average plan assets, below the peer median. Employer contributions averaged $1,608 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 3 years on file its reported administrative ratio fell from 0.31% to 0.25%. The plan sits in the $10M–$50M size bracket, benchmarked here against 1,620 comparable plans and shown alongside other real estate & leasing employers. By assets it is the 1,249th-largest of 2,726 plans among Massachusetts employers on file, and the 632nd of 2,096 in real estate & leasing. In 2025, employees put in $5.42 for every $1.00 the employer contributed; active participation has shrunk from 107 to 96 since 2022.

Plan summary
Net assets, end of year$21,293,028
Participants with balances102
Active participants96
Employer contributions$154,396
Employee contributions$836,214
Employer contribution per active participant$1,608
Average account balance$208,755
Benefits paid to participants$1,829,144
Plan auditUnmodified (clean) audit opinion
AuditorLOMBARDI & KEEGAN
Plan history4
Yearassets · accounts · employer contribution
2025$21.3M · 102 accts · $154K emplr
2024$19.1M · 107 accts · $130K emplr
2023$17.2M · 113 accts · $187K emplr
2022$17.0M · 122 accts · $237K emplr
Administrative expenses, itemized · 2025
Recordkeeping & contract admin$11,860
Investment management$39,197
Total administrative$51,057
The Inland Management, LLC 401(k) match · 2025
Employer contribution per active participant$1,608
Median for plans this size$2,666
2025$1,608 per active participant
2024$1,456 per active participant
2023$1,889 per active participant
2022$2,215 per active participant

Inland Management, LLC's 2025 employer contribution ran below the $2,666 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 2025 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20253
MORGAN STANLEY SMITH BARNEY · Recordkeeping · Trustee$39,197
ADP, INC. · Recordkeeping · Loan processing$11,860
ADP BROKER-DEALERindirect comp

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Recordkeeper by year3
2025ADP, Morgan Stanley
2024ADP, Morgan Stanley
2023ADP, Morgan Stanley

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Administrative cost history4
2025$51,057 · 0.25%
2024$49,401 · 0.27%
2023$53,632 · 0.31%
2022$55,355 · 0.31%
Same employer
Similar plansReal Estate & Leasing · Massachusetts
Maloney Properties, Inc. MA$24.0M · 0.43%
Davenport Realty Trust MA$21.8M · 0.09%
Markley Lowell, LLC MA$17.5M · 0.07%

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Source: U.S. Department of Labor, Form 5500 series, EIN 043267557 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.