Investment Property Group Ut401(k)
INVESTMENT PROPERTY GROUP UT 401(K) PLAN · PARK CITY, UT · plan year 2025
Peer grade: B+ · admin costs + employer contributions vs same-size plans · how grading works
Investment Property Group Ut reported $15,775 in plan administrative expenses for 2025: 0.19% of average plan assets, lower than ~75% of peers. Employer contributions averaged $1,315 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 rose from 0.17% to 0.19%. The plan sits in the $1M–$10M size bracket, benchmarked here against 809 comparable plans and shown alongside other real estate & leasing employers. By assets it is among the smaller plans on file in Utah (470th of 848), and 1,128th of 2,096 in real estate & leasing. In 2025, employees put in $2.04 for every $1.00 the employer contributed; active participation has grown from 324 to 435 since 2022.
Investment Property Group Ut's 2025 employer contribution ran below the $1,464 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.
Annual cost at the plan's reported 2025 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.
Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.
Looking for an account from a past job here? How to find an old 401(k).
Why are you looking at this plan?
Source: U.S. Department of Labor, Form 5500 series, EIN 861283995 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.