Plan Ledger DOL Form 5500 · updated monthly

Madison Commercial Real Estate Services, LLC401(k)

MADISON COMMERCIAL REAL ESTATE SERVICES, LLC 401(K) PLAN · LAKEWOOD, NJ · plan year 2024

Reported admin expense ratio · 2024
0.57%

Madison Commercial Real Estate Services, LLC reported $40,816 in plan administrative expenses for 2024: 0.57% of average plan assets, above the peer median. 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 0.51% to 0.57%. 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 New Jersey (1,676th of 2,419), and 1,276th of 2,096 in real estate & leasing.

Plan summary
Net assets, end of year$7,767,659
Participants with balances190
Active participants570
Employer contributions—
Employee contributions$975,436
Employer contribution per active participant—
Average account balance$40,882
Benefits paid to participants$754,085
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$7.8M · 190 accts
2023$6.6M · 222 accts
2022$5.4M · 222 accts
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$6,174
Investment management$33,642
Trustee / custodial$1,000
Total administrative$40,816
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
FULTON BANK · Recordkeeping · Consulting$40,816

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

Recordkeeper by year2
2024FULTON BANK
2023FULTON BANK

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

Administrative cost history3
2024$40,816 · 0.57%
2023$31,866 · 0.53%
2022$28,663 · 0.51%
Same employer
Similar plansReal Estate & Leasing · New Jersey
Taylor Management Company NJ$8.6M · 0.75%
Tallen, Inc. NJ$7.9M · 0.33%
Ulma Form Works, Inc NJ$6.9M · 0.54%

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Source: U.S. Department of Labor, Form 5500 series, EIN 208177878 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.