Plan Ledger DOL Form 5500 · updated monthly

Srs Real Estate Partners, LLC401(k)

SRS REAL ESTATE PARTNERS 401K PLAN · DALLAS, TX · plan year 2024

Reported admin expense ratio · 2024
0.08%

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

Srs Real Estate Partners, LLC reported $8,165 in plan administrative expenses for 2024: 0.08% of average plan assets, lower than ~75% of peers. Employer contributions averaged $2,150 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 rose from 0.07% to 0.08%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other real estate & leasing employers. By assets it is among the smaller plans on file in Texas (2,925th of 5,688), and 1,052nd of 2,096 in real estate & leasing. In 2024, employees put in $3.66 for every $1.00 the employer contributed; active participation has grown from 96 to 125 since 2022.

Plan summary
Net assets, end of year$10,966,647
Participants with balances135
Active participants125
Employer contributions$268,727
Employee contributions$982,985
Employer contribution per active participant$2,150
Average account balance$81,234
Benefits paid to participants$545,167
Plan auditUnmodified (clean) audit opinion
AuditorROBERT RUSSELL, CPA, PLLC
Plan history3
Yearassets · accounts · employer contribution
2024$11.0M · 135 accts · $269K emplr
2023$8.9M · 130 accts · $227K emplr
2022$7.7M · 104 accts · $232K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$1,285
Investment management$6,880
Total administrative$8,165
The Srs Real Estate Partners, LLC 401(k) match · 2024
Employer contribution per active participant$2,150
Median for plans this size$1,313
2024$2,150 per active participant
2023$1,925 per active participant
2022$2,412 per active participant

Srs Real Estate Partners, LLC's 2024 employer contribution ran above the $1,313 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
STRATEGIC ADVISORS, INC. · Investment advisory (plan)$6,880
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$1,285

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$8,165 · 0.08%
2023$7,417 · 0.09%
2022$6,030 · 0.07%
Same employer
Similar plansReal Estate & Leasing · Texas
Boxx Modular Holdings, Inc. TX$11.8M · 0.26%
Dmc-Management Co., LTD TX$11.5M · 0.76%
Intercity Investments, Inc. TX$10.5M · 0.39%
Rattikin Title Company TX$10.2M · 0.35%

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Source: U.S. Department of Labor, Form 5500 series, EIN 262551647 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.