Plan Ledger DOL Form 5500 · updated monthly

Premier Properties of Southwest Florida, LLC401(k)

PREMIER SOTHEBY'S 401(K) RETIREMENT PLAN · NAPLES, FL · plan year 2024

Reported admin expense ratio · 2024
0.21%

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

Premier Properties of Southwest Florida, LLC reported $17,763 in plan administrative expenses for 2024: 0.21% of average plan assets, lower than ~75% of peers. Employer contributions averaged $1,687 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 Florida (1,969th of 3,644), and 1,231st of 2,096 in real estate & leasing. In 2024, employees put in $3.48 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$8,378,375
Participants with balances144
Active participants126
Employer contributions$212,508
Employee contributions$738,471
Employer contribution per active participant$1,687
Average account balance$58,183
Benefits paid to participants$1,511,971
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$17,763
Total administrative$17,763
The Premier Properties of Southwest Florida, LLC 401(k) match · 2024
Employer contribution per active participant$1,687
Median for plans this size$1,313

Premier Properties of Southwest Florida, LLC'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
TRANSAMERICA RETIREMENT SOLUTIONS · Recordkeeping · Loan processing$17,763

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$17,763 · 0.21%
Similar plansReal Estate & Leasing · Florida
Torwest, Inc. FL$8.6M · 0.32%
The Keyes Company FL$7.7M · 0.69%
Carter Funds LLC FL$7.4M · 0.20%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 592258867 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.