Plan Ledger DOL Form 5500 · updated monthly

Stream Realty Partners401(k)

STREAM REALTY PARTNERS 401(K) SAVINGS PLAN · DALLAS, TX · plan year 2023

Reported admin expense ratio · 2023
0.40%

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

Stream Realty Partners reported $251,712 in plan administrative expenses for 2023: 0.40% of average plan assets, higher than ~90% of peers. Employer contributions averaged $2,540 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 1 year on file its reported administrative ratio fell from 0.52% to 0.40%. The plan sits in the $50M–$250M size bracket, benchmarked here against 9,317 comparable plans and shown alongside other real estate & leasing employers. By assets it is the 814th-largest of 5,688 plans among Texas employers on file, and the 178th of 2,096 in real estate & leasing. In 2023, employees put in $3.23 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$73,190,632
Participants with balances1,516
Active participants1,316
Employer contributions$3,343,130
Employee contributions$10,799,325
Employer contribution per active participant$2,540
Average account balance$48,279
Benefits paid to participants$4,279,551
Plan auditUnmodified (clean) audit opinion
AuditorCARR RIGGS AND INGRAM LLC
Plan history2
Yearassets · accounts · employer contribution
2023$73.2M · 1,516 accts · $3.3M emplr
2022$51.3M · 1,379 accts · $2.7M emplr
Administrative expenses, itemized · 2023
Recordkeeping & contract admin$251,712
Total administrative$251,712
The Stream Realty Partners 401(k) match · 2023
Employer contribution per active participant$2,540
Median for plans this size$3,659
2023$2,540 per active participant
2022$2,256 per active participant

Stream Realty Partners's 2023 employer contribution ran below the $3,659 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 2023 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20232
PRINCIPAL LIFE INSURANCE COMPANY · Contract administrator · Loan processing$251,711
PROSPERA FINANCIAL SERVICES · Investment advisory (plan)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
2023$251,712 · 0.40%
2022$257,100 · 0.52%
Same employer
Similar plansReal Estate & Leasing · Texas
Lgi Homes, Inc. TX$91.0M · 0.24%
Dwyer Franchising LLC TX$71.8M · 0.26%
Rpm Living, LLC TX$64.4M · 0.80%

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Source: U.S. Department of Labor, Form 5500 series, EIN 752680688 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.