Plan Ledger DOL Form 5500 · updated monthly

Streetsense, LLC401(k)

STREETSENSE 401(K) PLAN · WASHINGTON, DC · plan year 2024

Reported admin expense ratio · 2024
0.68%

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

Streetsense, LLC reported $63,754 in plan administrative expenses for 2024: 0.68% of average plan assets, above the peer median. Employer contributions averaged $1,326 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 0.72% to 0.68%. 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 District of Columbia (443rd of 618), and 1,120th of 2,096 in real estate & leasing. In 2024, employees put in $7.02 for every $1.00 the employer contributed; active participation has shrunk from 151 to 104 since 2022.

Plan summary
Net assets, end of year$9,811,688
Participants with balances163
Active participants104
Employer contributions$137,901
Employee contributions$967,719
Employer contribution per active participant$1,326
Average account balance$60,194
Benefits paid to participants$1,680,513
Plan auditUnmodified (clean) audit opinion
AuditorRW GROUP LLC
Plan history3
Yearassets · accounts · employer contribution
2024$9.8M · 163 accts · $138K emplr
2023$9.0M · 189 accts · $187K emplr
2022$7.6M · 211 accts · $172K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$45,758
Investment management$17,996
Total administrative$63,754
The Streetsense, LLC 401(k) match · 2024
Employer contribution per active participant$1,326
Median for plans this size$1,313
2024$1,326 per active participant
2023$1,435 per active participant
2022$1,136 per active participant

Streetsense, 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
PRINCIPAL LIFE INSURANCE COMPANY · Contract administrator · Loan processing$45,757
ONEDIGITAL INVESTMENT ADVISORS · Investment advisory (plan)$17,992

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$63,754 · 0.68%
2023$61,399 · 0.74%
2022$56,971 · 0.72%
Similar plansReal Estate & Leasing · District of Columbia
Cloudhq LLC DC$16.1M · 0.27%
The Oliver Carr Company DC$12.6M · 0.27%
Asurity Technologies, LLC DC$8.3M · 0.58%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 451956526 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.