Plan Ledger DOL Form 5500 · updated monthly

Lindy Property Management401(k)

LINDY PROPERTY MANAGEMENT 401(K) PLAN · JENKINTOWN, PA · plan year 2024

Reported admin expense ratio · 2024
0.00%

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

Lindy Property Management reported $97 in plan administrative expenses for 2024: 0.00% of average plan assets, lower than ~75% of peers. Employer contributions averaged $2,105 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 0.07% to 0.00%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other real estate & leasing employers. By assets it is among the smaller plans on file in Pennsylvania (2,583rd of 3,651), and 1,296th of 2,096 in real estate & leasing. In 2024, employees put in $1.40 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$7,506,278
Participants with balances287
Active participants151
Employer contributions$317,889
Employee contributions$444,122
Employer contribution per active participant$2,105
Average account balance$26,154
Benefits paid to participants$559,479
Plan auditUnmodified (clean) audit opinion
AuditorFISCHER CUNNANE & ASSOCIATES LTD
Plan history3
Yearassets · accounts · employer contribution
2024$7.5M · 287 accts · $318K emplr
2023$6.6M · 212 accts · $298K emplr
2022$5.4M · 191 accts · $268K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$97
Total administrative$97
The Lindy Property Management 401(k) match · 2024
Employer contribution per active participant$2,105
Median for plans this size$1,313
2024$2,105 per active participant
2023$1,951 per active participant
2022$1,876 per active participant

Lindy Property Management's 2024 employer contribution ran above the $1,313 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.

Administrative cost history3
2024$97 · 0.00%
2023Not separately reported
2022$3,778 · 0.07%
Same employer
Similar plansReal Estate & Leasing · Pennsylvania
The Klein Company PA$8.0M · 0.71%
S.W. Bajus, LTD. PA$7.9M · 0.44%
Continuum Companies, Inc. PA$7.5M · 0.14%
Victorian Finance, LLC PA$6.4M · 0.68%
A.R. Building Company PA$5.9M · 0.74%

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Source: U.S. Department of Labor, Form 5500 series, EIN 232879335 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.