Plan Ledger DOL Form 5500 · updated monthly

Inventrust Properties Corp.401(k)

INVENTRUST PROPERTIES CORP. SAVINGS PLAN · DOWNERS GROVE, IL · plan year 2024

Reported admin expense ratio · 2024
0.29%

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

Inventrust Properties Corp. reported $70,193 in plan administrative expenses for 2024: 0.29% of average plan assets, below the peer median. Employer contributions averaged $5,389 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 fell from 0.47% to 0.29%. 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 1,456th-largest of 3,702 plans among Illinois employers on file, and the 522nd of 2,096 in real estate & leasing. In 2024, employees put in $2.37 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$25,866,733
Participants with balances190
Active participants101
Employer contributions$544,279
Employee contributions$1,289,826
Employer contribution per active participant$5,389
Average account balance$136,141
Benefits paid to participants$1,895,348
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$25.9M · 190 accts · $544K emplr
2023$22.6M · 206 accts · $583K emplr
2022$18.9M · 208 accts · $605K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$18,045
Investment management$5,966
Total administrative$70,193
The Inventrust Properties Corp. 401(k) match · 2024
Employer contribution per active participant$5,389
Median for plans this size$2,416
2024$5,389 per active participant
2023$5,605 per active participant
2022$5,709 per active participant

Inventrust Properties Corp.'s 2024 employer contribution ran above the $2,416 median for plans its size, placing it in the top 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 · 20242
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$18,045
STRATEGIC ADVISORS, INC. · Investment advisory (plan)$5,966

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$70,193 · 0.29%
2023$78,244 · 0.38%
2022$93,161 · 0.47%
Same employer
Similar plansReal Estate & Leasing · Illinois
Great Wolf Resorts, Inc. IL$34.4M · 0.48%
Jims Formal Wear LLC IL$32.6M · 0.33%
The Habitat Company, LLC IL$24.9M · 0.50%
Idealease, Inc. IL$24.2M · 0.05%
Rmk Management IL$23.7M · 0.11%

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Source: U.S. Department of Labor, Form 5500 series, EIN 342019608 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.