Plan Ledger DOL Form 5500 · updated monthly

Robert Charles Lesser & Co., LLC401(k)

ROBERT CHARLES LESSER & CO., LLC CASH OR DEFERRED PROFIT SHARING PLAN AND TRUST · BETHESDA, MD · plan year 2024

Reported admin expense ratio · 2024
0.26%

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

Robert Charles Lesser & Co., LLC reported $59,479 in plan administrative expenses for 2024: 0.26% of average plan assets, below the peer median. Employer contributions averaged $6,793 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 fell from 0.33% to 0.26%. 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 545th-largest of 1,671 plans among Maryland employers on file, and the 526th of 2,096 in real estate & leasing. In 2024, employees put in $1.92 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$25,571,530
Participants with balances137
Active participants99
Employer contributions$672,534
Employee contributions$1,290,837
Employer contribution per active participant$6,793
Average account balance$186,654
Benefits paid to participants$680,031
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$25.6M · 137 accts · $673K emplr
2023$21.0M · 137 accts · $823K emplr
2022$16.2M · 128 accts · $736K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$14,683
Investment management$40,251
Trustee / custodial$4,217
Total administrative$59,479
The Robert Charles Lesser & Co., LLC 401(k) match · 2024
Employer contribution per active participant$6,793
Median for plans this size$2,416
2024$6,793 per active participant
2023$8,228 per active participant
2022$7,432 per active participant

Robert Charles Lesser & Co., LLC's 2024 employer contribution ran above the $2,416 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 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20242
SENTINEL BENEFITS GROUP, INC. · Recordkeeping$14,683
LION STREET ADVISORS LLC · Investment advisory (plan)$40,251

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

Recordkeeper by year2
2024Sentinel Group
2023Sentinel Group

Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$59,479 · 0.26%
2023$50,945 · 0.27%
2022$56,973 · 0.33%
Same employer
Similar plansReal Estate & Leasing · Maryland
Atlantic Tractor, LLC MD$28.9M · 0.37%
Elme Communities MD$28.0M · 0.03%
Realterm US, Inc. MD$24.2M · 0.40%
Dynasplint Systems, Inc. MD$21.0M · 0.24%
Mackenzie Ventures, LLC MD$20.3M · 0.37%

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Source: U.S. Department of Labor, Form 5500 series, EIN 522334830 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.