Plan Ledger DOL Form 5500 · updated monthly

Reliant Real Estate Management Inc.401(k)

RELIANT REAL ESTATE MANAGEMENT 401(K) PROFIT SHARING PLAN & TRUST · SANTA ANA, CA · plan year 2023

Reported admin expense ratio · 2023
1.29%

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

Reliant Real Estate Management Inc. reported $33,831 in plan administrative expenses for 2023: 1.29% of average plan assets, higher than ~90% of peers. Employer contributions averaged $626 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 1.58%. The plan sits in the $1M–$10M size bracket, benchmarked here against 22,307 comparable plans and shown alongside other real estate & leasing employers. By assets it is among the smaller plans on file in California (7,823rd of 9,483), and 1,721st of 2,096 in real estate & leasing. In 2023, employees put in $2.94 for every $1.00 the employer contributed; active participation has grown from 153 to 174 since 2022.

Plan summary
Net assets, end of year$3,049,339
Participants with balances172
Active participants174
Employer contributions$108,947
Employee contributions$320,556
Employer contribution per active participant$626
Average account balance$17,729
Benefits paid to participants$84,504
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$3.0M · 120 accts · $147K emplr
2023$3.0M · 172 accts · $109K emplr
2022$2.2M · 152 accts · $116K emplr
Administrative expenses, itemized · 2023
Recordkeeping & contract admin$12,887
Investment management$10,444
Audit (IQPA)$10,500
Total administrative$33,831
The Reliant Real Estate Management Inc. 401(k) match · 2023
Employer contribution per active participant$626
Median for plans this size$1,308
2024$882 per active participant
2023$626 per active participant
2022$755 per active participant

Reliant Real Estate Management Inc.'s 2023 employer contribution ran below the $1,308 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 2023 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20234
PAYCHEX · Recordkeeping · Investment advisory (participants)$6,551
HASKELL & WHITE, LLP · Accounting / audit$10,500
UBS FINANCIAL SERVICES INC · Investment advisory (plan)$10,444

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$48,189 · 1.58%
2023$33,831 · 1.29%
2022$35,199 · 1.53%
Same employer
Similar plansReal Estate & Leasing · California
Spieker Companies, Inc. CA$3.3M · 0.05%
6 Founders, LLC CA$3.1M · 0.79%
Sundae, Inc. CA$3.1M · 0.49%
Avanath Communities, Inc. CA$3.1M · 0.53%
Augusta Financial, Inc. CA$3.0M · 0.93%
Sd Commercial, LLC CA$2.8M · 0.65%

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Source: U.S. Department of Labor, Form 5500 series, EIN 464367924 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.