Plan Ledger DOL Form 5500 · updated monthly

Planned Property Management In401(k)

PLANNED PROPERTY GROUP 401(K) PROFIT SHARING PLAN & TRUST · CHICAGO, IL · plan year 2022

Reported admin expense ratio · 2022
0.92%

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

Planned Property Management In reported $1,662 in plan administrative expenses for 2022: 0.92% 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.

The plan sits in the under $1M size bracket, benchmarked here against 4,041 comparable plans and shown alongside other real estate & leasing employers. By assets it is among the smaller plans on file in Illinois (3,624th of 3,702), and 2,065th of 2,096 in real estate & leasing.

Plan summary
Net assets, end of year$193,084
Participants with balances18
Active participants113
Employer contributions$0
Employee contributions$57,339
Employer contribution per active participant$0
Average account balance$10,727
Benefits paid to participants$5,831
Plan auditUnmodified (clean) audit opinion
AuditorWIELAND WALLACE INC.
Administrative expenses, itemized · 2022
Recordkeeping & contract admin$1,662
Total administrative$1,662
The Planned Property Management In 401(k) match · 2022
Employer contribution per active participant$0
Median for plans this size$331

Planned Property Management In's 2022 employer contribution ran below the $331 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 2022 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Administrative cost history1
2022$1,662 · 0.92%
Similar plansReal Estate & Leasing · Illinois
Wpd Management LLC IL$1.5M · 0.29%
M2 Property Group, LLC IL$822K · 0.30%

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Source: U.S. Department of Labor, Form 5500 series, EIN 364014866 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.