Plan Ledger DOL Form 5500 · updated monthly

Rex Real Estate Exchange Inc.401(k)

REX REAL ESTATE EXCHANGE INC. 401(K) PLAN · BEE CAVE, TX · plan year 2022

Reported admin expense ratio · 2022
0.37%

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

Rex Real Estate Exchange Inc. reported $10,525 in plan administrative expenses for 2022: 0.37% of average plan assets, below the peer median. Employer contributions averaged $366 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 4 years on file its reported administrative ratio rose from 0.20% to 3.98%. The plan sits in the $1M–$10M size bracket, benchmarked here against 30,021 comparable plans and shown alongside other finance & insurance employers. By assets it is among the smaller plans on file in Texas (4,803rd of 5,688), and 4,639th of 4,798 in finance & insurance. In 2022, employees put in $283.55 for every $1.00 the employer contributed; active participation has shrunk from 205 to 4 since 2020.

Plan summary
Net assets, end of year$2,315,142
Participants with balances361
Active participants4
Employer contributions$1,464
Employee contributions$415,110
Employer contribution per active participant$366
Average account balance$6,413
Benefits paid to participants$918,609
Plan auditUnmodified (clean) audit opinion
AuditorCUTTONE & MASTRO, CPA
Plan history4
Yearassets · accounts · employer contribution
2024$7K
2023$2.0M · 207 accts
2022$2.3M · 361 accts · $1K emplr
2020$2.1M · 346 accts
Administrative expenses, itemized · 2022
Professional / advisory$10,525
Total administrative$10,525
The Rex Real Estate Exchange Inc. 401(k) match · 2022
Employer contribution per active participant$366
Median for plans this size$1,114

Rex Real Estate Exchange Inc.'s 2022 employer contribution ran below the $1,114 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 2022 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Administrative cost history4
2024$39,700 · 3.98%
2023$4,450 · 0.21%
2022$10,525 · 0.37%
2020$2,925 · 0.20%
Similar plansFinance & Insurance · Texas
Aspire Financial, Inc. TX$2.6M · 0.19%
Gold Star Finance, Inc. TX$2.5M · 0.15%
J & K Pms, Inc TX$1.8M · 1.20%
49 Management Company TX$1.6M · 0.54%

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Source: U.S. Department of Labor, Form 5500 series, EIN 471263160 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.