Plan Ledger DOL Form 5500 · updated monthly

Realty Trust Group, LLC401(k)

REALTY TRUST GROUP, LLC 401K PROFIT SHARING PLAN · KNOXVILLE, TN · plan year 2025

Reported admin expense ratio · 2025
0.11%

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

Realty Trust Group, LLC reported $18,945 in plan administrative expenses for 2025: 0.11% of average plan assets, lower than ~75% of peers. Employer contributions averaged $7,284 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 0.09% to 0.11%. The plan sits in the $10M–$50M size bracket, benchmarked here against 1,620 comparable plans and shown alongside other real estate & leasing employers. By assets it is the 541st-largest of 1,496 plans among Tennessee employers on file, and the 665th of 2,096 in real estate & leasing. In 2025, employees put in $1.25 for every $1.00 the employer contributed; active participation has grown from 122 to 147 since 2023.

Plan summary
Net assets, end of year$20,088,791
Participants with balances165
Active participants147
Employer contributions$1,070,714
Employee contributions$1,336,827
Employer contribution per active participant$7,284
Average account balance$121,750
Benefits paid to participants$743,971
Plan auditDisclaimer of opinion
AuditorDODSON, SHELTON & NELSON, P.A.
Plan history3
Yearassets · accounts · employer contribution
2025$20.1M · 165 accts · $1.1M emplr
2024$15.8M · 141 accts · $906K emplr
2023$12.1M · 133 accts · $518K emplr
Administrative expenses, itemized · 2025
Recordkeeping & contract admin$18,945
Total administrative$18,945
The Realty Trust Group, LLC 401(k) match · 2025
Employer contribution per active participant$7,284
Median for plans this size$2,666
2025$7,284 per active participant
2024$6,762 per active participant
2023$4,248 per active participant

Realty Trust Group, LLC's 2025 employer contribution ran above the $2,666 median for plans its size, placing it in the top 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 2025 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20253
EMPOWER ADVISORY GROUP · Investment management$8,410
ERISA SERVICES, INC. · Contract administrator$2,545

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

Administrative cost history3
2025$18,945 · 0.11%
2024$11,309 · 0.08%
2023$9,092 · 0.09%
Similar plansReal Estate & Leasing · Tennessee
Boyle Investment Company TN$82.2M · 0.27%
Fogelman Properties TN$23.0M · 0.66%
Highland Ventures, LTD. TN$18.7M · 0.27%
Novatech Inc. TN$18.6M · 0.23%
Property Brands TN$17.8M · 0.77%

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Source: U.S. Department of Labor, Form 5500 series, EIN 621735062 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.