Plan Ledger DOL Form 5500 · updated monthly

Pre LLC dba Partners Real Estate401(k)

PARTNERS REAL ESTATE 401(K) PLAN · BRENTWOOD, TN · plan year 2024

Reported admin expense ratio · 2024
1.18%

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

Pre LLC dba Partners Real Estate reported $38,801 in plan administrative expenses for 2024: 1.18% of average plan assets, higher than ~75% of peers. Employer contributions averaged $2,218 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 18,840 comparable plans and shown alongside other real estate & leasing employers. By assets it is among the smaller plans on file in Tennessee (1,184th of 1,496), and 1,669th of 2,096 in real estate & leasing. In 2024, employees put in $1.85 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$3,662,059
Participants with balances79
Active participants146
Employer contributions$323,865
Employee contributions$599,446
Employer contribution per active participant$2,218
Average account balance$46,355
Benefits paid to participants$612,250
Plan auditUnmodified (clean) audit opinion
AuditorDEMPSEY VANTREASE & FOLLIS, PLLC
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$38,551
Total administrative$38,801
The Pre LLC dba Partners Real Estate 401(k) match · 2024
Employer contribution per active participant$2,218
Median for plans this size$1,313

Pre LLC dba Partners Real Estate's 2024 employer contribution ran above 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 · 20241
NORTHWESTERN MUTUAL INVESTMENTindirect comp

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

Administrative cost history1
2024$38,801 · 1.18%
Similar plansReal Estate & Leasing · Tennessee
Aamci - Management, Inc. TN$4.9M · 1.20%
Wright Investments, Inc. TN$4.9M · 0.24%

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Source: U.S. Department of Labor, Form 5500 series, EIN 861657083 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.