Plan Ledger DOL Form 5500 · updated monthly

Real Estate One, Inc.401(k)

SAVINGS PLAN FOR EMPLOYEES OF REAL ESTATE ONE, INC. · SOUTHFIELD, MI · plan year 2024

Reported admin expense ratio · 2024
0.03%

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

Real Estate One, Inc. reported $12,945 in plan administrative expenses for 2024: 0.03% of average plan assets, lower than ~75% of peers. Employer contributions averaged $2 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 0.032%. 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 the 585th-largest of 2,619 plans among Michigan employers on file, and the 333rd of 2,096 in real estate & leasing. In 2024, employees put in $2584.84 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$42,637,461
Participants with balances507
Active participants496
Employer contributions$1,046
Employee contributions$2,703,742
Employer contribution per active participant$2
Average account balance$84,098
Benefits paid to participants$5,072,742
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$42.6M · 507 accts · $1K emplr
2023$38.6M · 519 accts · $42K emplr
2022$31.1M · 518 accts · $581K emplr
Administrative expenses, itemized · 2024
Investment management$9,321
Audit (IQPA)$29,500
Total administrative$12,945
The Real Estate One, Inc. 401(k) match · 2024
Employer contribution per active participant$2
Median for plans this size$2,416
2024$2 per active participant
2023$91 per active participant
2022$1,215 per active participant

Real Estate One, Inc.'s 2024 employer contribution ran below the $2,416 median for plans its size, in the bottom quarter of its peers. 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 · 20243
PLANTE & MORAN, PLLC · Accounting / audit$29,500
STRATEGIC ADVISORS, INC. · Investment advisory (plan)$9,321
FIDELITY WORKPLACE SERVICES LLC · Plan administrator · Trustee (discretionary)indirect comp

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

Administrative cost history3
2024$12,945 · 0.03%
2023Not separately reported
2022$10,779 · 0.03%
Same employer
Similar plansReal Estate & Leasing · Michigan
The Taubman Company LLC MI$210.7M · 0.03%
Sun Communities, Inc. MI$83.5M · 0.50%
Village Green Holding, LLC MI$47.6M · 0.04%
Infusystem Holdings, Inc. MI$31.8M · 0.40%
Dtn Management Company MI$27.7M · 0.45%
McKinley Companies, LLC MI$23.5M · 0.45%

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Source: U.S. Department of Labor, Form 5500 series, EIN 381903424 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.