Plan Ledger DOL Form 5500 · updated monthly

Realsource Management, LLC401(k)

REALSOURCE MANAGEMENT, LLC RETIREMENT PLAN · SALT LAKE CITY, UT · plan year 2022

Reported admin expense ratio · 2022
0.67%

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

Realsource Management, LLC reported $15,392 in plan administrative expenses for 2022: 0.67% of average plan assets, above the peer median. Employer contributions averaged $1,374 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 Utah (735th of 848), and 1,826th of 2,096 in real estate & leasing. In 2022, employees put in $2.07 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$2,269,816
Participants with balances79
Active participants124
Employer contributions$170,344
Employee contributions$352,586
Employer contribution per active participant$1,374
Average account balance$28,732
Benefits paid to participants$203,213
Plan auditDisclaimer of opinion
AuditorGILBERT & STEWART
Administrative expenses, itemized · 2022
Recordkeeping & contract admin$14,617
Professional / advisory$775
Total administrative$15,392
The Realsource Management, LLC 401(k) match · 2022
Employer contribution per active participant$1,374
Median for plans this size$1,114

Realsource Management, LLC's 2022 employer contribution ran above 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$15,392 · 0.67%
Same employer
Similar plansReal Estate & Leasing · Utah
Canopy Mortgage, LLC UT$5.5M · 0.90%
Diamond Event, Inc. UT$3.5M · 1.23%
Homie Technology Inc. UT$1.8M · 2.36%
Everest Realty Group UT$825K · 0.63%
Keller Management,Llc UT$584K · 0.83%

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Source: U.S. Department of Labor, Form 5500 series, EIN 200560298 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.