Plan Ledger DOL Form 5500 · updated monthly

Kw Property Management LLC401(k)

KW PROPERTY MANAGEMENT LLC 401(K) PROFIT SHARING PLAN & TRU · MIAMI, FL · plan year 2024

Reported admin expense ratio · 2024
0.74%

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

Kw Property Management LLC reported $163,223 in plan administrative expenses for 2024: 0.74% of average plan assets, higher than ~90% of peers. Employer contributions averaged $838 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 has held roughly steady near 0.744%. 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 935th-largest of 3,644 plans among Florida employers on file, and the 531st of 2,096 in real estate & leasing. In 2024, employees put in $1.83 for every $1.00 the employer contributed; active participation has grown from 1,227 to 1,922 since 2022.

Plan summary
Net assets, end of year$25,310,289
Participants with balances767
Active participants1,922
Employer contributions$1,610,927
Employee contributions$2,952,342
Employer contribution per active participant$838
Average account balance$32,999
Benefits paid to participants$2,283,519
Plan auditUnmodified (clean) audit opinion
AuditorPEREZ-ABREU AGUERREBERE PL
Plan history3
Yearassets · accounts · employer contribution
2024$25.3M · 767 accts · $1.6M emplr
2023$18.5M · 683 accts · $1.3M emplr
2022$13.5M · 492 accts · $1.0M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$163,223
Total administrative$163,223
The Kw Property Management LLC 401(k) match · 2024
Employer contribution per active participant$838
Median for plans this size$2,416
2024$838 per active participant
2023$740 per active participant
2022$828 per active participant

Kw Property Management LLC's 2024 employer contribution ran below the $2,416 median for plans its size, in the bottom 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 · 20241
ASCENSUS LLC · Loan processing · Recordkeeping$4,857

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

Recordkeeper by year2
2024Ascensus
2023ADP, AXA ADVISORS, LLC

This plan has changed recordkeepers within these filings. If you left Kw Property Management LLC before a switch, your account may sit at the earlier firm or in a rollover IRA. Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$163,223 · 0.74%
2023$125,371 · 0.78%
2022$100,042 · 0.74%
Same employer
Similar plansReal Estate & Leasing · Florida
The St. Joe Company FL$28.1M · 0.14%
Dimension Hospitality, LLC FL$25.7M · 0.42%
The Graham Companies FL$23.2M · 0.44%
The Scottsdale Company FL$22.5M · 0.19%

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Source: U.S. Department of Labor, Form 5500 series, EIN 770632154 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.