Plan Ledger DOL Form 5500 · updated monthly

The Connor Group, a Real Estate Investment Firm, LLC401(k)

THE CONNOR GROUP 401(K) PROFIT SHARING PLAN · MIAMISBURG, OH · plan year 2024

Reported admin expense ratio · 2024
0.53%

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

The Connor Group, a Real Estate Investment Firm, LLC reported $90,310 in plan administrative expenses for 2024: 0.53% of average plan assets, higher than ~75% of peers. Employer contributions averaged $2,195 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 0.75% to 0.53%. 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 1,399th-largest of 3,295 plans among Ohio employers on file, and the 709th of 2,096 in real estate & leasing. In 2024, employees put in $1.71 for every $1.00 the employer contributed; active participation has grown from 377 to 485 since 2022.

Plan summary
Net assets, end of year$18,620,564
Participants with balances708
Active participants485
Employer contributions$1,064,340
Employee contributions$1,824,361
Employer contribution per active participant$2,195
Average account balance$26,300
Benefits paid to participants$1,860,895
Plan auditUnmodified (clean) audit opinion
AuditorCLARK, SHAEFER, HACKETT & COMPANY
Plan history3
Yearassets · accounts · employer contribution
2024$18.6M · 708 accts · $1.1M emplr
2023$15.3M · 662 accts · $940K emplr
2022$11.0M · 554 accts · $881K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$72,087
Investment management$10,000
Trustee / custodial$8,223
Total administrative$90,310
The The Connor Group, a Real Estate Investment Firm, LLC 401(k) match · 2024
Employer contribution per active participant$2,195
Median for plans this size$2,416
2024$2,195 per active participant
2023$2,085 per active participant
2022$2,338 per active participant

The Connor Group, a Real Estate Investment Firm, LLC's 2024 employer contribution ran below 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 · 20243
THE RETIREMENT PLAN COMPANY$72,087
HORAN SECURITIES INC · Investment advisory (plan)$10,000
MATRIX · Custodial (securities)$8,223

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$90,310 · 0.53%
2023$76,938 · 0.59%
2022$84,960 · 0.75%
Same employer
Similar plansReal Estate & Leasing · Ohio
The Wallick Companies, LLC OH$23.4M · 0.53%
Redwood Living, Inc. OH$22.9M · 0.20%
Woda-Cooper Companies, Inc. OH$20.4M · 0.54%
Irg Realty Advisors, LLC OH$17.8M · 0.43%
Dhg Inc. OH$14.9M · 0.09%
Vinebrook Homes, LLC OH$14.6M · 0.65%

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Source: U.S. Department of Labor, Form 5500 series, EIN 311313904 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.