Plan Ledger DOL Form 5500 · updated monthly

Ta Realty LLC401(k)

TA REALTY LLC 401(K) RETIREMENT SAVINGS PLAN · BOSTON, MA · plan year 2024

Reported admin expense ratio · 2024
0.11%

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

Ta Realty LLC reported $60,081 in plan administrative expenses for 2024: 0.11% of average plan assets, below the peer median. Employer contributions averaged $16,471 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 0.12% to 0.11%. 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 602nd-largest of 2,726 plans among Massachusetts employers on file, and the 227th of 2,096 in real estate & leasing. In 2024, employees put in $1.05 for every $1.00 the employer contributed; active participation has grown from 116 to 134 since 2022.

Plan summary
Net assets, end of year$61,748,999
Participants with balances166
Active participants134
Employer contributions$2,207,179
Employee contributions$2,318,489
Employer contribution per active participant$16,471
Average account balance$371,982
Benefits paid to participants$1,488,887
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$61.7M · 166 accts · $2.2M emplr
2023$49.9M · 161 accts · $1.2M emplr
2022$40.4M · 148 accts · $889K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$27,523
Investment management$32,558
Total administrative$60,081
The Ta Realty LLC 401(k) match · 2024
Employer contribution per active participant$16,471
Median for plans this size$3,635
2024$16,471 per active participant
2023$9,301 per active participant
2022$7,662 per active participant

Ta Realty LLC's 2024 employer contribution ran above the $3,635 median for plans its size, placing it in the top quarter of its peers. 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
GLOBAL RETIREMENT PARTNERS LLC · Investment advisory (plan)$30,000
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$27,523

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$60,081 · 0.11%
2023$53,536 · 0.12%
2022$54,296 · 0.12%
Similar plansReal Estate & Leasing · Massachusetts
Bg-Ic, LLC MA$110.4M
Cummings Properties, LLC MA$94.5M · 0.06%
Ws Asset Management, Inc. MA$54.4M · 0.27%
New England Business Trust MA$45.8M · 0.28%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 043341880 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.