Plan Ledger DOL Form 5500 · updated monthly

Sra Mgmt, Lllc dba Olympus Property401(k)

OLYMPUS PROPERTY TAKING CARE OF FAMILY RETIREMENT PLAN · FORT WORTH, TX · plan year 2024

Reported admin expense ratio · 2024
0.10%

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

Sra Mgmt, Lllc dba Olympus Property reported $14,315 in plan administrative expenses for 2024: 0.10% of average plan assets, lower than ~75% of peers. Employer contributions averaged $1,140 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 0.46% to 0.10%. 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 2,347th-largest of 5,688 plans among Texas employers on file, and the 815th of 2,096 in real estate & leasing. In 2024, employees put in $3.44 for every $1.00 the employer contributed; active participation has grown from 500 to 651 since 2022.

Plan summary
Net assets, end of year$15,812,728
Participants with balances753
Active participants651
Employer contributions$742,385
Employee contributions$2,552,763
Employer contribution per active participant$1,140
Average account balance$21,000
Benefits paid to participants$1,456,300
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$15.8M · 753 accts · $742K emplr
2023$12.3M · 712 accts · $796K emplr
2022$8.5M · 648 accts · $706K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$12,938
Investment management$1,377
Total administrative$14,315
The Sra Mgmt, Lllc dba Olympus Property 401(k) match · 2024
Employer contribution per active participant$1,140
Median for plans this size$2,416
2024$1,140 per active participant
2023$1,286 per active participant
2022$1,413 per active participant

Sra Mgmt, Lllc dba Olympus Property's 2024 employer contribution ran below the $2,416 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 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20242
EMPOWER ADVISORY GROUP, LLC · Investment management$1,377

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

Administrative cost history3
2024$14,315 · 0.10%
2023$7,627 · 0.07%
2022$36,485 · 0.46%
Same employer
Similar plansReal Estate & Leasing · Texas
Foundation Communities TX$16.8M · 0.57%
Numed, Inc. TX$16.5M · 0.06%
Midway Holdings, LP TX$15.4M · 0.10%
Crimson Capital LTD TX$15.3M · 0.01%
Trademark Property Company TX$14.9M · 0.29%

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Source: U.S. Department of Labor, Form 5500 series, EIN 810635300 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.