Plan Ledger DOL Form 5500 · updated monthly

Plus Relocation Services, LLC401(k)

PLUS RELOCATION SERVICES, LLC 401K RETIREMENT SAVINGS PLAN · MINNEAPOLIS, MN · plan year 2023

Reported admin expense ratio · 2023
0.44%

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

Plus Relocation Services, LLC reported $67,275 in plan administrative expenses for 2023: 0.44% of average plan assets, higher than ~75% of peers. Employer contributions averaged $9,313 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 0.46% to 0.51%. The plan sits in the $10M–$50M size bracket, benchmarked here against 26,779 comparable plans and shown alongside other real estate & leasing employers. By assets it is among the smaller plans on file in Minnesota (1,042nd of 1,918), and the 811th of 2,096 in real estate & leasing. In 2023, the employer put in $1.01 for every $1.00 employees contributed themselves; active participation has shrunk from 164 to 83 since 2022.

Plan summary
Net assets, end of year$15,867,672
Participants with balances218
Active participants83
Employer contributions$772,954
Employee contributions$766,584
Employer contribution per active participant$9,313
Average account balance$72,787
Benefits paid to participants$2,727,344
Plan auditUnmodified (clean) audit opinion
AuditorSMITH SCHAFER
Plan history3
Yearassets · accounts · employer contribution
2024$11.6M · 133 accts
2023$15.9M · 218 accts · $773K emplr
2022$14.7M · 250 accts · $690K emplr
Administrative expenses, itemized · 2023
Recordkeeping & contract admin$7,040
Investment management$44,235
Total administrative$67,275
The Plus Relocation Services, LLC 401(k) match · 2023
Employer contribution per active participant$9,313
Median for plans this size$2,440
2023$9,313 per active participant
2022$4,206 per active participant

Plus Relocation Services, LLC's 2023 employer contribution ran above the $2,440 median for plans its size, placing it in the top 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 2023 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20234
NFP RETIREMENT INC · Investment advisory (plan)$34,403
PLUS RELOCATION SERVICES, INC$16,000
EMPOWER ADVISORY GROUP, LLC · Investment management$9,832

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$69,454 · 0.51%
2023$67,275 · 0.44%
2022$73,444 · 0.46%
Same employer
Similar plansReal Estate & Leasing · Minnesota
Commonbond Communities MN$20.4M · 0.34%
Bigos Management, Inc. MN$18.3M · 0.52%
Timberland Partners, Inc. MN$16.9M · 0.21%
SA Support Services, Inc. MN$12.5M · 0.56%
Great Lakes Management MN$11.5M · 1.10%
Stuartco MN$11.2M · 0.64%

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Source: U.S. Department of Labor, Form 5500 series, EIN 411309201 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.