Plan Ledger DOL Form 5500 · updated monthly

Pegasus Residential, LLC401(k)

PEGASUS RESIDENTIAL, LLC 401(K) PLAN · ALPHARETTA, GA · plan year 2024

Reported admin expense ratio · 2024
0.63%

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

Pegasus Residential, LLC reported $91,345 in plan administrative expenses for 2024: 0.63% of average plan assets, higher than ~75% of peers. Employer contributions averaged $1,419 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 3 years on file its reported administrative ratio has held roughly steady near 0.63%. 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 1,030th-largest of 2,160 plans among Georgia employers on file, and the 863rd of 2,096 in real estate & leasing. In 2024, employees put in $1.76 for every $1.00 the employer contributed; active participation has grown from 450 to 545 since 2022.

Plan summary
Net assets, end of year$14,608,962
Participants with balances336
Active participants545
Employer contributions$773,208
Employee contributions$1,363,787
Employer contribution per active participant$1,419
Average account balance$43,479
Benefits paid to participants$3,408,176
Plan auditUnmodified (clean) audit opinion
AuditorBRADY, WARE, SCHOENFELD, INC.
Plan history3
Yearassets · accounts · employer contribution
2024$14.6M · 336 accts · $773K emplr
2023$14.2M · 402 accts · $771K emplr
2022$11.5M · 559 accts · $777K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$91,345
Total administrative$91,345
The Pegasus Residential, LLC 401(k) match · 2024
Employer contribution per active participant$1,419
Median for plans this size$2,416
2024$1,419 per active participant
2023$1,736 per active participant
2022$1,726 per active participant

Pegasus Residential, LLC's 2024 employer contribution ran below the $2,416 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.

Service providers · 20243
MERRILL LYNCH PIERCE · Investment advisory (plan)$43,622
ASCENSUS HOLDINGS INC DBA FUTUREPLA · Contract administrator$23,662

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$91,345 · 0.63%
2023$84,758 · 0.66%
2022$77,682 · 0.64%
Same employer
Similar plansReal Estate & Leasing · Georgia
Hull Property Group, LLC GA$16.9M · 0.02%
Meadows & Ohly, LLC GA$16.0M · 0.38%
Intown Lessee Services, LLC GA$15.3M · 0.13%
Safeguard Operations, LLC GA$12.5M · 0.44%
Mansermar, Inc. GA$11.1M · 0.23%

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Source: U.S. Department of Labor, Form 5500 series, EIN 263972108 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.