Plan Ledger DOL Form 5500 · updated monthly

Rappaport Management Company401(k)

RAPPAPORT MANAGEMENT COMPANY 401(K) PLAN · MCLEAN, VA · plan year 2024

Reported admin expense ratio · 2024
0.33%

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

Rappaport Management Company reported $46,460 in plan administrative expenses for 2024: 0.33% of average plan assets, above the peer median. Employer contributions averaged $2,101 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 3 years on file its reported administrative ratio has held roughly steady near 0.33%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other real estate & leasing employers. By assets it is among the smaller plans on file in Virginia (1,171st of 2,266), and the 840th of 2,096 in real estate & leasing. In 2024, employees put in $4.99 for every $1.00 the employer contributed; active participation has grown from 103 to 114 since 2022.

Plan summary
Net assets, end of year$15,201,043
Participants with balances136
Active participants114
Employer contributions$239,494
Employee contributions$1,194,578
Employer contribution per active participant$2,101
Average account balance$111,772
Benefits paid to participants$1,172,076
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$15.2M · 136 accts · $239K emplr
2023$13.1M · 127 accts · $255K emplr
2022$11.3M · 119 accts · $241K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$18,023
Investment management$28,437
Total administrative$46,460
The Rappaport Management Company 401(k) match · 2024
Employer contribution per active participant$2,101
Median for plans this size$2,416
2024$2,101 per active participant
2023$2,365 per active participant
2022$2,342 per active participant

Rappaport Management Company's 2024 employer contribution ran below the $2,416 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 · 20242
KESTRA ADVISORY SERVICES · Recordkeeping · Trustee$28,437
ADP, INC. · Loan processing · Recordkeeping$18,023

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

Recordkeeper by year2
2024ADP, KESTRA ADVISORY SERVICES
2023ADP, KESTRA ADVISORY SERVICES

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

Administrative cost history3
2024$46,460 · 0.33%
2023$39,302 · 0.32%
2022$43,216 · 0.32%
Same employer
Similar plansReal Estate & Leasing · Virginia
Divaris Real Estate, Inc. VA$14.9M · 0.54%
The Breeden Company, Inc. VA$12.2M · 0.48%

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Source: U.S. Department of Labor, Form 5500 series, EIN 521353340 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.