Plan Ledger DOL Form 5500 · updated monthly

Preferred Real Estate Investments, Inc.401(k)

PREFERRED REAL ESTATE INVESTMENTS, INC. 401(K) PLAN · COLUMBUS, OH · plan year 2022

Reported admin expense ratio · 2022
0.14%

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

Preferred Real Estate Investments, Inc. reported $2,638 in plan administrative expenses for 2022: 0.14% of average plan assets, lower than ~75% of peers. Employer contributions averaged $771 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 Ohio (3,045th of 3,295), and 1,881st of 2,096 in real estate & leasing. In 2022, employees put in $5.23 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$1,790,484
Participants with balances55
Active participants57
Employer contributions$43,954
Employee contributions$230,055
Employer contribution per active participant$771
Average account balance$32,554
Benefits paid to participants$200,027
Plan auditUnmodified (clean) audit opinion
The Preferred Real Estate Investments, Inc. 401(k) match · 2022
Employer contribution per active participant$771
Median for plans this size$1,114

Preferred Real Estate Investments, Inc.'s 2022 employer contribution ran below the $1,114 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 2022 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Administrative cost history1
2022$2,638 · 0.14%
Similar plansReal Estate & Leasing · Ohio
Foremost Mgmt., Inc. OH$2.9M · 0.03%
Pepper Pike Staffing LLC OH$976K · 1.49%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 311562247 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.