Plan Ledger DOL Form 5500 · updated monthly

L & B Realty Advisors, LLP401(k)

L & B REALTY ADVISORS, LLP EMPLOYEES' SALARY REDUCTION THRIFT SAVINGS PLAN AND TRUST · DALLAS, TX · plan year 2024

Reported admin expense ratio · 2024
0.01%

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

L & B Realty Advisors, LLP reported $2,655 in plan administrative expenses for 2024: 0.01% of average plan assets, lower than ~75% of peers. Employer contributions averaged $6,868 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 0.05% to 0.01%. 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 1,221st-largest of 5,688 plans among Texas employers on file, and the 342nd of 2,096 in real estate & leasing. In 2024, employees put in $2.01 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$40,924,252
Participants with balances117
Active participants81
Employer contributions$556,306
Employee contributions$1,119,065
Employer contribution per active participant$6,868
Average account balance$349,780
Benefits paid to participants$2,362,849
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$40.9M · 117 accts · $556K emplr
2023$36.3M · 114 accts · $495K emplr
2022$30.9M · 120 accts · $481K emplr
The L & B Realty Advisors, LLP 401(k) match · 2024
Employer contribution per active participant$6,868
Median for plans this size$2,416
2024$6,868 per active participant
2023$6,785 per active participant
2022$6,332 per active participant

L & B Realty Advisors, LLP'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 · 20241
THE VANGUARD GROUP, INC. · Recordkeeping · Trustee (directed)$2,795

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$2,655 · 0.01%
2023$12,893 · 0.04%
2022$18,112 · 0.05%
Similar plansReal Estate & Leasing · Texas
Belmont Village, L.P. TX$59.2M · 0.32%
Versabar, Incorporated TX$53.9M · 0.18%
Cws Capital Partners LLC TX$48.9M · 0.40%
Pritchard & Abbott, Inc. TX$48.8M · 0.23%
Crescent Real Estate LLC TX$39.7M · 0.17%
Metro National Corporation TX$38.0M · 0.20%
Hall Financial Group, LTD TX$37.4M · 0.02%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 203146704 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.