Plan Ledger DOL Form 5500 · updated monthly

Tablerock Residential401(k)

TR REAL ESTATE LLC 401(K) PROFIT SHARING PLAN AND TRUST · BOISE, ID · plan year 2023

Reported admin expense ratio · 2023
2.85%

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

Tablerock Residential reported $31,093 in plan administrative expenses for 2023: 2.85% of average plan assets, higher than ~90% of peers. Employer contributions averaged $2,357 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 11.13% to 3.27%. The plan sits in the $1M–$10M size bracket, benchmarked here against 22,307 comparable plans and shown alongside other real estate & leasing employers. By assets it is among the smaller plans on file in Idaho (311th of 349), and 1,929th of 2,096 in real estate & leasing. In 2023, employees put in $1.82 for every $1.00 the employer contributed; active participation has shrunk from 115 to 91 since 2022.

Plan summary
Net assets, end of year$1,387,351
Participants with balances152
Active participants91
Employer contributions$214,467
Employee contributions$389,906
Employer contribution per active participant$2,357
Average account balance$9,127
Benefits paid to participants$263,061
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$1.2M · 71 accts · $101K emplr
2023$1.4M · 152 accts · $214K emplr
2022$793K · 118 accts · $178K emplr
Administrative expenses, itemized · 2023
Recordkeeping & contract admin$22,922
Total administrative$31,093
The Tablerock Residential 401(k) match · 2023
Employer contribution per active participant$2,357
Median for plans this size$1,308
2024$1,981 per active participant
2023$2,357 per active participant
2022$1,545 per active participant

Tablerock Residential's 2023 employer contribution ran above the $1,308 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 2023 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20231
EMPOWER ANNUITY INSURANCE COMPANY O · Recordkeeping · Loan processing$18,840

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Recordkeeper by year2
2024Empower
2023Empower

Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$42,479 · 3.27%
2023$31,093 · 2.85%
2022$76,196 · 11.13%
Same employer
Similar plansReal Estate & Leasing · Idaho
Ball Ventures, LLC ID$11.5M · 0.46%
Tates Rents, Inc. ID$2.9M · 0.90%
Total Storage Solutions CA$1.4M · 0.70%
M & Z Properties, Inc MI$1.4M · 1.60%
Westwind Management Inc CA$1.4M · 0.11%
Rw National Holdings, LLC MN$1.4M · 1.30%

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Source: U.S. Department of Labor, Form 5500 series, EIN 833439602 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.