Plan Ledger DOL Form 5500 · updated monthly

The Taubman Company LLC401(k)

THE TAUBMAN COMPANY AND RELATED ENTITIES EMPLOYEE RETIREMENT SAVINGS PLAN · BLOOMFIELD HILLS, MI · plan year 2025

Reported admin expense ratio · 2025
0.03%

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

The Taubman Company LLC reported $55,204 in plan administrative expenses for 2025: 0.03% of average plan assets, lower than ~75% of peers. Employer contributions averaged $26,175 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 4 years on file its reported administrative ratio has held roughly steady near 0.027%. The plan sits in the $50M–$250M size bracket, benchmarked here against 605 comparable plans and shown alongside other real estate & leasing employers. By assets it is the 145th-largest of 2,619 plans among Michigan employers on file, and the 59th of 2,096 in real estate & leasing. In 2025, employees put in $1.71 for every $1.00 the employer contributed; active participation has shrunk from 325 to 80 since 2022.

Plan summary
Net assets, end of year$210,676,438
Participants with balances543
Active participants80
Employer contributions$2,093,967
Employee contributions$3,575,255
Employer contribution per active participant$26,175
Average account balance$387,986
Benefits paid to participants$21,686,971
Plan auditUnmodified (clean) audit opinion
Plan history4
Yearassets · accounts · employer contribution
2025$210.7M · 543 accts · $2.1M emplr
2024$197.8M · 564 accts · $2.4M emplr
2023$183.2M · 600 accts · $2.6M emplr
2022$159.7M · 615 accts · $2.7M emplr
Administrative expenses, itemized · 2025
Investment management$55,165
Total administrative$55,204
The The Taubman Company LLC 401(k) match · 2025
Employer contribution per active participant$26,175
Median for plans this size$4,093
2025$26,175 per active participant
2024$8,111 per active participant
2023$7,919 per active participant
2022$8,342 per active participant

The Taubman Company LLC's 2025 employer contribution ran above the $4,093 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 2025 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20252
VANGUARD ADVISERS INC. · Investment advisory (participants)$52,785
VANGUARD GROUP INC · Securities brokerage · Loan processing$2,380

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

Administrative cost history4
2025$55,204 · 0.03%
2024$53,021 · 0.03%
2023$54,702 · 0.03%
2022$49,643 · 0.03%
Same employer
Similar plansReal Estate & Leasing · Michigan
Public Storage CA$221.9M · 0.09%
Aggreko, LLC TX$217.4M · 0.12%
Extra Space Management, Inc. UT$211.1M · 0.23%
Camden Development Inc. TX$195.4M · 0.02%
Pentegra Services, Inc. NY$192.1M · 0.76%

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Source: U.S. Department of Labor, Form 5500 series, EIN 383081510 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.