Plan Ledger DOL Form 5500 · updated monthly

The Kolter Group LLC401(k)

THE KOLTER GROUP LLC 401(K) PLAN · DELRAY BEACH, FL · plan year 2024

Reported admin expense ratio · 2024
0.26%

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

The Kolter Group LLC reported $134,216 in plan administrative expenses for 2024: 0.26% of average plan assets, higher than ~75% of peers. Employer contributions averaged $4,159 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 0.34% to 0.26%. 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 490th-largest of 3,644 plans among Florida employers on file, and the 251st of 2,096 in real estate & leasing. In 2024, employees put in $2.33 for every $1.00 the employer contributed; active participation has grown from 553 to 628 since 2022.

Plan summary
Net assets, end of year$57,139,160
Participants with balances707
Active participants628
Employer contributions$2,611,731
Employee contributions$6,089,761
Employer contribution per active participant$4,159
Average account balance$80,819
Benefits paid to participants$7,444,077
Plan auditUnmodified (clean) audit opinion
AuditorHOLYFIELD & THOMAS, LLC
Plan history3
Yearassets · accounts · employer contribution
2024$57.1M · 707 accts · $2.6M emplr
2023$46.6M · 691 accts · $2.3M emplr
2022$35.2M · 666 accts · $1.9M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$49,543
Investment management$76,160
Total administrative$134,216
The The Kolter Group LLC 401(k) match · 2024
Employer contribution per active participant$4,159
Median for plans this size$3,635
2024$4,159 per active participant
2023$4,142 per active participant
2022$3,447 per active participant

The Kolter Group LLC's 2024 employer contribution ran above the $3,635 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
LPL FINANCIAL LLC · Investment advisory (plan)$76,160
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$49,543
DEFINITI LLC · Other services$8,513

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$134,216 · 0.26%
2023$135,402 · 0.33%
2022$126,628 · 0.34%
Same employer
Similar plansReal Estate & Leasing · Florida
Zrs Management, LLC FL$60.1M · 0.14%
Stiles Corporation FL$54.8M · 0.02%
Concord Management, LTD. FL$39.1M · 0.12%

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Source: U.S. Department of Labor, Form 5500 series, EIN 271556391 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.