Plan Ledger DOL Form 5500 · updated monthly

Mid-America Real Estate, Corp.401(k)

MID-AMERICA REAL ESTATE CORP. 401(K) PLAN & TRUST · OAK BROOK TERRACE, IL · plan year 2024

Reported admin expense ratio · 2024
0.09%

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

Mid-America Real Estate, Corp. reported $41,827 in plan administrative expenses for 2024: 0.09% of average plan assets, lower than ~75% of peers. Employer contributions averaged $844 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 0.18% to 0.09%. 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 958th-largest of 3,702 plans among Illinois employers on file, and the 299th of 2,096 in real estate & leasing. In 2024, employees put in $12.25 for every $1.00 the employer contributed; active participation has grown from 223 to 247 since 2022.

Plan summary
Net assets, end of year$47,575,636
Participants with balances305
Active participants247
Employer contributions$208,400
Employee contributions$2,551,968
Employer contribution per active participant$844
Average account balance$155,986
Benefits paid to participants$5,330,862
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$47.6M · 305 accts · $208K emplr
2023$42.6M · 298 accts · $252K emplr
2022$32.5M · 285 accts · $98K emplr
Administrative expenses, itemized · 2024
Investment management$70,954
Total administrative$41,827
The Mid-America Real Estate, Corp. 401(k) match · 2024
Employer contribution per active participant$844
Median for plans this size$2,416
2024$844 per active participant
2023$1,114 per active participant
2022$441 per active participant

Mid-America Real Estate, Corp.'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 · 20243
CBIZ INVESTMENT ADVISORY SERVICES · Investment advisory (plan)$63,062
STRATEGIC ADVISORS, INC. · Investment advisory (plan)$7,892
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processingindirect 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$41,827 · 0.09%
2023$37,705 · 0.10%
2022$66,208 · 0.18%
Same employer
Similar plansReal Estate & Leasing · Illinois
Hamilton Partners, Inc. IL$56.5M · 0.01%
Amli Management Company IL$53.9M · 0.21%
Waterton Associates IL$53.6M · 0.41%
Baird & Warner, Inc. IL$45.1M · 0.18%
Logs Legal Group LLP IL$42.1M · 0.40%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 363323816 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.