Plan Ledger DOL Form 5500 · updated monthly

Portico Property Management, LLC401(k)

PORTICO PROPERTY MANAGEMENT 401K PLAN · KATY, TX · plan year 2022

Reported admin expense ratio · 2022
0.20%

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

Portico Property Management, LLC reported $2,674 in plan administrative expenses for 2022: 0.20% of average plan assets, below the peer median. Employer contributions averaged $237 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 Texas (5,095th of 5,688), and 1,921st of 2,096 in real estate & leasing. In 2022, employees put in $3.85 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$1,495,726
Participants with balances80
Active participants243
Employer contributions$57,504
Employee contributions$221,392
Employer contribution per active participant$237
Average account balance$18,697
Benefits paid to participants$225,764
Plan auditUnmodified (clean) audit opinion
AuditorSTRICKLER AND PRIETO
The Portico Property Management, LLC 401(k) match · 2022
Employer contribution per active participant$237
Median for plans this size$1,114

Portico Property Management, LLC's 2022 employer contribution ran below the $1,114 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$2,674 · 0.20%
Similar plansReal Estate & Leasing · Texas
Rreaf Holdings, LLC TX$1.7M · 1.67%
Megatel Homes, LLC TX$1.6M · 1.77%
Orison Holdings, LLC TX$1.6M · 1.06%
The Signorelli Company TX$1.3M · 1.27%
Darwin Homes Inc. TX$1.2M · 0.27%
Move IT Management, LLC TX$1.1M · 2.14%

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Source: U.S. Department of Labor, Form 5500 series, EIN 452926060 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.