Plan Ledger DOL Form 5500 · updated monthly

Rentalmax, LLC401(k)

RENTALMAX 401(K) RETIREMENT PLAN · CAROL STREAM, IL · plan year 2023

Reported admin expense ratio · 2023
0.19%

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

Rentalmax, LLC reported $6,897 in plan administrative expenses for 2023: 0.19% of average plan assets, below the peer median. Employer contributions averaged $358 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 1 year on file its reported administrative ratio rose from 0.12% to 0.19%. 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 Illinois (3,060th of 3,702), and 1,612th of 2,096 in real estate & leasing. In 2023, employees put in $7.91 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$4,213,921
Participants with balances128
Active participants123
Employer contributions$44,032
Employee contributions$348,300
Employer contribution per active participant$358
Average account balance$32,921
Benefits paid to participants$88,028
Plan auditUnmodified (clean) audit opinion
AuditorCASSELL PLAN AUDITS, INC.
Plan history3
Yearassets · accounts · employer contribution
2024$0 · $25K emplr
2023$4.2M · 128 accts · $44K emplr
2022$3.2M · 150 accts · $47K emplr
Administrative expenses, itemized · 2023
Recordkeeping & contract admin$6,897
Total administrative$6,897
The Rentalmax, LLC 401(k) match · 2023
Employer contribution per active participant$358
Median for plans this size$1,308
2023$358 per active participant
2022$417 per active participant

Rentalmax, LLC'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 · 20233
ALLIANCE PENSION CONSULTANS, LLC · Custodial (securities)$6,897
CHARLES SCHWAB TRUST BANK · Custodial (securities)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
2024Not separately reported
2023$6,897 · 0.19%
2022$4,253 · 0.12%
Similar plansReal Estate & Leasing · Illinois
Lakeshore Employment Inc IL$5.2M · 1.30%
Synapse Health, Inc. IL$4.0M · 0.27%
Mado Management, L.P. IL$3.2M · 1.11%

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Source: U.S. Department of Labor, Form 5500 series, EIN 391870749 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.