Plan Ledger DOL Form 5500 · updated monthly

Tarantino Properties Inc.401(k)

TARANTINO PROPERTIES EMPLOYEE RETIREMENT PLAN · HOUSTON, TX · plan year 2024

Reported admin expense ratio · 2024
0.20%

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

Tarantino Properties Inc. reported $22,170 in plan administrative expenses for 2024: 0.20% of average plan assets, below the peer median. Employer contributions averaged $614 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 0.28% to 0.20%. 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 2,812th-largest of 5,688 plans among Texas employers on file, and the 998th of 2,096 in real estate & leasing. In 2024, employees put in $3.94 for every $1.00 the employer contributed; active participation has shrunk from 397 to 304 since 2022.

Plan summary
Net assets, end of year$11,847,817
Participants with balances270
Active participants304
Employer contributions$186,699
Employee contributions$736,037
Employer contribution per active participant$614
Average account balance$43,881
Benefits paid to participants$469,225
Plan auditUnmodified (clean) audit opinion
AuditorSHEFFIELD TRACKWELL & RAPP LLC
Plan history3
Yearassets · accounts · employer contribution
2024$11.8M · 270 accts · $187K emplr
2023$10.1M · 248 accts · $192K emplr
2022$9.7M · 348 accts · $220K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$4,970
Audit (IQPA)$17,200
Total administrative$22,170
The Tarantino Properties Inc. 401(k) match · 2024
Employer contribution per active participant$614
Median for plans this size$2,416
2024$614 per active participant
2023$656 per active participant
2022$553 per active participant

Tarantino Properties Inc.'s 2024 employer contribution ran below the $2,416 median for plans its size, in the bottom 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 · 20243
AMERICAN UNITED LIFE INSURANCE CO · Recordkeeping · Loan processing$6,020
SHEFFIEL,TRACKWELL,& RAPP LLC · Accounting / audit$17,200
NORTHWESTERN MUTUAL WM · Consultingindirect comp

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

Recordkeeper by year2
2024OneAmerica
2023OneAmerica

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

Administrative cost history3
2024$22,170 · 0.20%
2023$22,246 · 0.22%
2022$30,034 · 0.28%
Same employer
Similar plansReal Estate & Leasing · Texas
Boxx Modular Holdings, Inc. TX$11.8M · 0.26%
Dmc-Management Co., LTD TX$11.5M · 0.76%

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Source: U.S. Department of Labor, Form 5500 series, EIN 742128773 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.