Plan Ledger DOL Form 5500 · updated monthly

Irg Realty Advisors, LLC401(k)

IRG REALTY ADVISORS 401(K) PLAN · RICHFIELD, OH · plan year 2024

Reported admin expense ratio · 2024
0.43%

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

Irg Realty Advisors, LLC reported $72,011 in plan administrative expenses for 2024: 0.43% of average plan assets, above the peer median. Employer contributions averaged $3,475 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 0.43%. 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 1,438th-largest of 3,295 plans among Ohio employers on file, and the 742nd of 2,096 in real estate & leasing. In 2024, employees put in $2.00 for every $1.00 the employer contributed; active participation has grown from 229 to 265 since 2022.

Plan summary
Net assets, end of year$17,846,886
Participants with balances404
Active participants265
Employer contributions$920,954
Employee contributions$1,839,407
Employer contribution per active participant$3,475
Average account balance$44,175
Benefits paid to participants$3,022,915
Plan auditUnmodified (clean) audit opinion
AuditorCIUNI & PANICHI, INC.
Plan history3
Yearassets · accounts · employer contribution
2024$17.8M · 404 accts · $921K emplr
2023$15.5M · 330 accts · $1.1M emplr
2022$11.5M · 305 accts · $656K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$33,657
Investment management$38,354
Total administrative$72,011
The Irg Realty Advisors, LLC 401(k) match · 2024
Employer contribution per active participant$3,475
Median for plans this size$2,416
2024$3,475 per active participant
2023$4,261 per active participant
2022$2,865 per active participant

Irg Realty Advisors, LLC's 2024 employer contribution ran above the $2,416 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 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20242
THE VANGUARD GROUP, INC. · Recordkeeping$33,657
CBIZ INVESTMENT ADVISORY SERVICE · Investment advisory (plan)$38,354

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

Recordkeeper by year2
2024Vanguard
2023Vanguard

Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$72,011 · 0.43%
2023$58,411 · 0.43%
2022$54,019 · 0.47%
Same employer
Similar plansReal Estate & Leasing · Ohio
The Wallick Companies, LLC OH$23.4M · 0.53%
Redwood Living, Inc. OH$22.9M · 0.20%
Woda-Cooper Companies, Inc. OH$20.4M · 0.54%
Dhg Inc. OH$14.9M · 0.09%
Vinebrook Homes, LLC OH$14.6M · 0.65%
Goldberg Companies, Inc. OH$13.4M · 0.71%

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Source: U.S. Department of Labor, Form 5500 series, EIN 463666395 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.