Plan Ledger DOL Form 5500 · updated monthly

Pivotal Housing Partners LLC401(k)

PIVOTAL HOUSING PARTNERS LLC 401(K) RETIREMENT SAVINGS PLAN · WEST CHESTER, OH · plan year 2024

Reported admin expense ratio · 2024
1.12%

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

Pivotal Housing Partners LLC reported $62,436 in plan administrative expenses for 2024: 1.12% of average plan assets, higher than ~75% of peers. Employer contributions averaged $912 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 0.69% to 1.12%. 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 Ohio (2,414th of 3,295), and 1,412th of 2,096 in real estate & leasing. In 2024, employees put in $3.19 for every $1.00 the employer contributed; active participation has shrunk from 260 to 233 since 2022.

Plan summary
Net assets, end of year$6,038,557
Participants with balances273
Active participants233
Employer contributions$212,446
Employee contributions$677,016
Employer contribution per active participant$912
Average account balance$22,119
Benefits paid to participants$842,023
Plan auditUnmodified (clean) audit opinion
AuditorBARNES, DENNIG, & CO., LTD.
Plan history3
Yearassets · accounts · employer contribution
2024$6.0M · 273 accts · $212K emplr
2023$5.1M · 228 accts · $182K emplr
2022$3.8M · 199 accts · $161K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$62,436
Total administrative$62,436
The Pivotal Housing Partners LLC 401(k) match · 2024
Employer contribution per active participant$912
Median for plans this size$1,313
2024$912 per active participant
2023$873 per active participant
2022$621 per active participant

Pivotal Housing Partners LLC's 2024 employer contribution ran below the $1,313 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
TRANSAMERICA LIFE INSURANCE COMPANY · Recordkeeping · Loan processing$45,136
DWC - THE 401(K) EXPERTS · Recordkeeping · Loan processing$4,651
BARNES DENNIG · Accounting / audit$12,650

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

Recordkeeper by year2
2024DWC - THE 401(K) EXPERTS, Transamerica
2023DWC - THE 401(K) EXPERTS, Transamerica

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

Administrative cost history3
2024$62,436 · 1.12%
2023$54,102 · 1.22%
2022$35,237 · 0.69%
Same employer
Similar plansReal Estate & Leasing · Ohio
Crawford Hoying, LTD. OH$7.1M · 0.76%
Adena Commercial LLC OH$6.8M · 0.49%
Brg Realty Group, LLC OH$6.7M · 0.67%
Amsdell Companies LLC OH$6.3M · 0.29%
Pacaso OH$5.5M · 0.10%
Fath Management Company OH$5.3M · 0.48%
Plk Communities LLC OH$5.2M · 0.15%

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Source: U.S. Department of Labor, Form 5500 series, EIN 823746970 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.