Plan Ledger DOL Form 5500 · updated monthly

Leasing & Management Company, Inc.401(k)

LEASING & MANAGEMENT COMPANY, INC. RETIREMENT SAVINGS PLAN · CHICAGO, IL · plan year 2023

Reported admin expense ratio · 2023
0.07%

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

Leasing & Management Company, Inc. reported $4,200 in plan administrative expenses for 2023: 0.07% of average plan assets, lower than ~75% of peers. Employer contributions averaged $1,392 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 rose from 0.12% to 0.14%. The plan sits in the $1M–$10M size bracket, benchmarked here against 22,307 comparable plans and shown alongside other real estate & leasing employers. By assets it is among the smaller plans on file in Illinois (2,701st of 3,702), and 1,320th of 2,096 in real estate & leasing. In 2023, employees put in $2.70 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$7,236,546
Participants with balances127
Active participants122
Employer contributions$169,870
Employee contributions$458,850
Employer contribution per active participant$1,392
Average account balance$56,981
Benefits paid to participants$164,723
Plan auditUnmodified (clean) audit opinion
AuditorCASSELL PLAN AUDITS, P.C.
Plan history3
Yearassets · accounts · employer contribution
2024$6.9M · 144 accts · $182K emplr
2023$7.2M · 127 accts · $170K emplr
2022$4.8M · 114 accts · $139K emplr
Administrative expenses, itemized · 2023
Recordkeeping & contract admin$4,200
Total administrative$4,200
The Leasing & Management Company, Inc. 401(k) match · 2023
Employer contribution per active participant$1,392
Median for plans this size$1,308
2024$1,382 per active participant
2023$1,392 per active participant
2022$1,224 per active participant

Leasing & Management Company, Inc.'s 2023 employer contribution ran above the $1,308 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 2023 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20231
ONEDIGITAL INVESTMENT ADVISORSindirect comp

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$9,737 · 0.14%
2023$4,200 · 0.07%
2022$5,850 · 0.12%
Same employer
Similar plansReal Estate & Leasing · Illinois
New Home Star Corp. IL$8.2M · 0.28%
Jvm Realty Corporation IL$7.9M · 0.78%
Marc Realty IL$7.5M · 0.01%
Cunat Payroll, Inc. IL$6.7M · 0.58%

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Source: U.S. Department of Labor, Form 5500 series, EIN 363025092 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.