Plan Ledger DOL Form 5500 · updated monthly

Midatlantic Realty Partners, LLC401(k)

MIDATLANTIC REALTY PARTNERS, LLC 401(K) PLAN · WASHINGTON, DC · plan year 2024

Reported admin expense ratio · 2024
0.54%

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

Midatlantic Realty Partners, LLC reported $47,363 in plan administrative expenses for 2024: 0.54% of average plan assets, above the peer median. Employer contributions averaged $0 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 0.49% to 0.54%. 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 District of Columbia (445th of 618), and 1,123rd of 2,096 in real estate & leasing.

Plan summary
Net assets, end of year$9,758,146
Participants with balances113
Active participants134
Employer contributions$0
Employee contributions$765,246
Employer contribution per active participant$0
Average account balance$86,355
Benefits paid to participants$384,143
Plan auditUnmodified (clean) audit opinion
AuditorTOOLE KATZ & ROEMERSMA, LLP
Plan history3
Yearassets · accounts · employer contribution
2024$9.8M · 113 accts
2023$7.9M · 105 accts · $864K emplr
2022$7.1M · 98 accts
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$40,205
Total administrative$47,363
The Midatlantic Realty Partners, LLC 401(k) match · 2024
Employer contribution per active participant$0
Median for plans this size$1,313

Midatlantic Realty Partners, LLC's 2024 employer contribution ran below the $1,313 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 · 20244
LAFAYETTE LIFE INSURANCE COMPANY · Contract administrator$5,828
EMPOWER ADVISOR GROUP, LLC · Investment management$2,780
ENVESTNET RETIREMENT SOLUTIONS LLC$1,731

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$47,363 · 0.54%
2023$40,205 · 0.53%
2022$37,293 · 0.49%
Same employer
Similar plansReal Estate & Leasing · District of Columbia
Cloudhq LLC DC$16.1M · 0.27%
The Oliver Carr Company DC$12.6M · 0.27%
Streetsense, LLC DC$9.8M · 0.68%
Asurity Technologies, LLC DC$8.3M · 0.58%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 870744291 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.