Plan Ledger DOL Form 5500 · updated monthly

Rmk Management401(k)

RMK MANAGEMENT 401(K) PLAN · CHICAGO, IL · plan year 2024

Reported admin expense ratio · 2024
0.11%

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

Rmk Management reported $25,266 in plan administrative expenses for 2024: 0.11% of average plan assets, lower than ~75% of peers. Employer contributions averaged $2,070 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 $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other real estate & leasing employers. By assets it is the 1,538th-largest of 3,702 plans among Illinois employers on file, and the 562nd of 2,096 in real estate & leasing. In 2024, employees put in $1.66 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$23,705,532
Participants with balances171
Active participants178
Employer contributions$368,448
Employee contributions$610,204
Employer contribution per active participant$2,070
Average account balance$138,629
Benefits paid to participants$1,107,825
Plan auditUnmodified (clean) audit opinion
AuditorDSWD CPAS AND ADVISOR
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$12,828
Investment management$12,410
Trustee / custodial$28
Total administrative$25,266
The Rmk Management 401(k) match · 2024
Employer contribution per active participant$2,070
Median for plans this size$2,416

Rmk Management's 2024 employer contribution ran below the $2,416 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 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20242
CORRELL CO. · Recordkeeping · Loan processing$12,828
CORRELL CO. INVESTMENT SERVICE CORP · Securities brokerage$12,410

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

Administrative cost history1
2024$25,266 · 0.11%
Same employer
Similar plansReal Estate & Leasing · Illinois
Inventrust Properties Corp. IL$25.9M · 0.29%
The Habitat Company, LLC IL$24.9M · 0.50%
Idealease, Inc. IL$24.2M · 0.05%
Inland Bancorp,Inc. IL$22.9M · 0.28%
Emkay Inc. IL$21.5M · 0.07%
Moran & Company IL$20.9M · 0.11%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 363129484 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.