Plan Ledger DOL Form 5500 · updated monthly

Rw Towne Realty LLC401(k)

RW TOWNE REALTY 401(K) PLAN · CHESAPEAKE, VA · plan year 2024

Reported admin expense ratio · 2024
0.42%

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

Rw Towne Realty LLC reported $50,073 in plan administrative expenses for 2024: 0.42% of average plan assets, above the peer median. Employer contributions averaged $2,118 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 has held roughly steady near 0.41%. 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 among the smaller plans on file in Virginia (1,331st of 2,266), and the 979th of 2,096 in real estate & leasing. In 2024, employees put in $2.25 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$12,205,137
Participants with balances132
Active participants129
Employer contributions$273,179
Employee contributions$616,002
Employer contribution per active participant$2,118
Average account balance$92,463
Benefits paid to participants$1,636,470
Plan auditUnmodified (clean) audit opinion
Plan history2
Yearassets · accounts · employer contribution
2025$11.6M · 141 accts · $286K emplr
2024$12.2M · 132 accts · $273K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$50,073
Total administrative$50,073
The Rw Towne Realty LLC 401(k) match · 2024
Employer contribution per active participant$2,118
Median for plans this size$2,416
2025$2,237 per active participant
2024$2,118 per active participant

Rw Towne Realty LLC'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 · 20244
PRINCIPAL LIFE INSURANCE COMPANY · Contract administrator · Loan processing$48,090
RESOURCE 1, INC. · Investment advisory (plan)indirect comp
PBMARES, LLP · Other servicesindirect comp
MORNINGSTAR INVESTMENT MANAGEMENT · Investment advisory (participants)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 history2
2025$49,400 · 0.41%
2024$50,073 · 0.42%
Similar plansReal Estate & Leasing · Virginia
Divaris Real Estate, Inc. VA$14.9M · 0.54%
The Breeden Company, Inc. VA$12.2M · 0.48%
The Building People, LLC VA$11.9M · 0.92%

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Source: U.S. Department of Labor, Form 5500 series, EIN 922410162 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.