Plan Ledger DOL Form 5500 · updated monthly

Monument Real Estate Services, LLC401(k)

MONUMENT REAL ESTATE SERVICES, LLC 401(K) PLAN · CORAL GABLES, FL · plan year 2022

Reported admin expense ratio · 2022
0.94%

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

Monument Real Estate Services, LLC reported $17,647 in plan administrative expenses for 2022: 0.94% of average plan assets, higher than ~75% of peers. Employer contributions averaged $1,495 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.

The plan sits in the $1M–$10M size bracket, benchmarked here against 30,021 comparable plans and shown alongside other real estate & leasing employers. By assets it is among the smaller plans on file in Florida (3,157th of 3,644), and 1,878th of 2,096 in real estate & leasing. In 2022, employees put in $1.56 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$1,815,586
Participants with balances68
Active participants101
Employer contributions$151,015
Employee contributions$235,716
Employer contribution per active participant$1,495
Average account balance$26,700
Benefits paid to participants$122,541
Plan auditUnmodified (clean) audit opinion
AuditorPAAST, PL
Administrative expenses, itemized · 2022
Recordkeeping & contract admin$6,519
Investment management$11,128
Total administrative$17,647
The Monument Real Estate Services, LLC 401(k) match · 2022
Employer contribution per active participant$1,495
Median for plans this size$1,114

Monument Real Estate Services, LLC's 2022 employer contribution ran above the $1,114 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 2022 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Administrative cost history1
2022$17,647 · 0.94%
Same employer
Similar plansReal Estate & Leasing · Florida
Belong Home, Inc. FL$2.0M · 0.53%
Acr Services, LLC FL$1.4M · 2.12%

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Source: U.S. Department of Labor, Form 5500 series, EIN 463099709 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.