Plan Ledger DOL Form 5500 · updated monthly

Sycamore Brokerage LLC dba Liv Sotheby's International Realty401(k)

MAJESTIC REALTY COLLECTIVE 401(K) PLAN · DENVER, CO · plan year 2024

Reported admin expense ratio · 2024
1.00%

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

Sycamore Brokerage LLC dba Liv Sotheby's International Realty reported $112,305 in plan administrative expenses for 2024: 1.00% of average plan assets, higher than ~90% of peers. Employer contributions averaged $3,693 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 1.63% to 1.00%. 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 698th-largest of 1,461 plans among Colorado employers on file, and the 945th of 2,096 in real estate & leasing. In 2024, employees put in $1.83 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$12,817,707
Participants with balances338
Active participants227
Employer contributions$838,310
Employee contributions$1,533,099
Employer contribution per active participant$3,693
Average account balance$37,922
Benefits paid to participants$785,071
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$12.8M · 338 accts · $838K emplr
2023$9.6M · 290 accts · $830K emplr
2022$7.2M · 285 accts · $801K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$58,503
Investment management$53,802
Total administrative$112,305
The Sycamore Brokerage LLC dba Liv Sotheby's International Realty 401(k) match · 2024
Employer contribution per active participant$3,693
Median for plans this size$2,416
2024$3,693 per active participant
2023$3,739 per active participant
2022$3,578 per active participant

Sycamore Brokerage LLC dba Liv Sotheby's International Realty's 2024 employer contribution ran above the $2,416 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 · 20245
ONEDIGITAL INVESTMENT ADVISORS, LLC · Investment advisory (plan)$45,595
RESOURCES INVESTMENT ADVISORS, LLC · Investment management$8,207
ALERUS FINANCIAL NA · Investment management$1,700
RESOURCES INVESTMENT ADVISORS LLC · 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 history3
2024$112,305 · 1.00%
2023$133,988 · 1.59%
2022$112,774 · 1.63%
Same employer
Similar plansReal Estate & Leasing · Colorado
Sonder USA Inc. CO$18.1M · 0.32%
Griffis Blessing, Inc. CO$11.5M · 0.01%
Nsa Op, LP CO$9.0M · 0.08%
Paulscorp, LLC CO$8.8M · 0.23%

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Source: U.S. Department of Labor, Form 5500 series, EIN 841484614 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.