Plan Ledger DOL Form 5500 · updated monthly

Schatten Properties Management Company Inc.401(k)

SCHATTEN PROPERTIES MANAGEMENT 401K PLAN · NASHVILLE, TN · plan year 2022

Reported admin expense ratio · 2022
0.03%

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

Schatten Properties Management Company Inc. reported $850 in plan administrative expenses for 2022: 0.03% of average plan assets, lower than ~75% of peers. Employer contributions averaged $202 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 $1M–$10M size bracket, benchmarked here against 30,021 comparable plans and shown alongside other real estate & leasing employers. By assets it is among the smaller plans on file in Tennessee (1,285th of 1,496), and 1,816th of 2,096 in real estate & leasing. In 2022, employees put in $8.87 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$2,346,375
Participants with balances90
Active participants147
Employer contributions$29,761
Employee contributions$263,961
Employer contribution per active participant$202
Average account balance$26,071
Benefits paid to participants$362,154
Plan auditDisclaimer of opinion
AuditorFORVIS LLP
Administrative expenses, itemized · 2022
Recordkeeping & contract admin$850
Total administrative$850
The Schatten Properties Management Company Inc. 401(k) match · 2022
Employer contribution per active participant$202
Median for plans this size$1,114

Schatten Properties Management Company 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 history1
2022$850 · 0.03%
Same employer
Similar plansReal Estate & Leasing · Tennessee
3-D Technology Group, LLC TN$2.6M · 0.07%
Tesco Management, Inc. TN$1.7M · 1.56%
E.Z. Rentals, Inc. TN$1.1M · 1.55%
Relode Management LLC TN$1.0M · 0.51%
Onsite Fleet, LLC TN$511K · 1.02%

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Source: U.S. Department of Labor, Form 5500 series, EIN 621570614 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.