Plan Ledger DOL Form 5500 · updated monthly

Proplogix, LLC401(k)

PROPLOGIX, LLC RETIREMENT PLAN · SARASOTA, FL · plan year 2024

Reported admin expense ratio · 2024
1.56%

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

Proplogix, LLC reported $48,746 in plan administrative expenses for 2024: 1.56% of average plan assets, higher than ~90% of peers. Employer contributions averaged $891 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 0.51% to 1.56%. 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 (2,834th of 3,644), and 1,702nd of 2,096 in real estate & leasing. In 2024, employees put in $2.54 for every $1.00 the employer contributed; active participation has shrunk from 253 to 160 since 2022.

Plan summary
Net assets, end of year$3,257,345
Participants with balances186
Active participants160
Employer contributions$142,593
Employee contributions$362,214
Employer contribution per active participant$891
Average account balance$17,513
Benefits paid to participants$588,989
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$3.3M · 186 accts · $143K emplr
2023$3.0M · 278 accts · $206K emplr
2022$2.4M · 278 accts · $262K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$22,657
Investment management$12,262
Total administrative$48,746
The Proplogix, LLC 401(k) match · 2024
Employer contribution per active participant$891
Median for plans this size$1,313
2024$891 per active participant
2023$1,056 per active participant
2022$1,036 per active participant

Proplogix, LLC's 2024 employer contribution ran below 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 · 20244
TRANSAMERICA LIFE INSURANCE COMPANY · Recordkeeping · Loan processing$19,467
DYATECH LLC · Recordkeeping · Loan processing$3,190
LPL · Investment advisory (plan)$12,262
DYATECH · Other servicesindirect comp

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

Recordkeeper by year2
2024DYATECH LLC, Transamerica
2023DYATECH LLC, Transamerica

Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$48,746 · 1.56%
2023$22,803 · 0.85%
2022$10,680 · 0.51%
Same employer
Similar plansReal Estate & Leasing · Florida
Weller Management FL$4.5M · 1.74%
Housing Trust Group, LLC FL$2.5M · 0.62%

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Source: U.S. Department of Labor, Form 5500 series, EIN 813763469 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.