Plan Ledger DOL Form 5500 · updated monthly

Stream Realty Partners401(k)

STREAM REALTY PARTNERS 401(K) SAVINGS PLAN · DALLAS, TX · plan year 2024

Reported admin expense ratio · 2024
0.31%

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

Stream Realty Partners reported $263,529 in plan administrative expenses for 2024: 0.31% of average plan assets, higher than ~75% of peers. Employer contributions averaged $2,754 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 $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other real estate & leasing employers. By assets it is the 667th-largest of 5,688 plans among Texas employers on file, and the 129th of 2,096 in real estate & leasing. In 2024, employees put in $3.12 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$97,077,847
Participants with balances1,688
Active participants1,471
Employer contributions$4,050,626
Employee contributions$12,638,143
Employer contribution per active participant$2,754
Average account balance$57,511
Benefits paid to participants$7,873,020
Plan auditUnmodified (clean) audit opinion
AuditorCARRS, RIGGS AND INGRAM, LLC
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$263,529
Total administrative$263,529
The Stream Realty Partners 401(k) match · 2024
Employer contribution per active participant$2,754
Median for plans this size$3,635

Stream Realty Partners's 2024 employer contribution ran below the $3,635 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
PRINCIPAL LIFE INSURANCE COMPANY · Contract administrator · Loan processing$263,529
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 history1
2024$263,529 · 0.31%
Similar plansReal Estate & Leasing · Texas
Associations, Inc. TX$129.6M · 0.20%
Affinius Capital LLC TX$120.6M · 0.09%
Lgi Homes, Inc. TX$91.0M · 0.24%

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Source: U.S. Department of Labor, Form 5500 series, EIN 991770642 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.