Plan Ledger DOL Form 5500 · updated monthly

Thg Realty LLC401(k)

TREEHOUSE COMMUNITIES 401(K) PLAN · GILBERT, AZ · plan year 2021

Reported admin expense ratio · 2021
2.31%

Thg Realty LLC reported $9,128 in plan administrative expenses for 2021: 2.31% of average plan assets, higher than ~75% of peers. 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.

The plan sits in the under $1M size bracket, benchmarked here against 93 comparable plans and shown alongside other manufacturing employers. By assets it is among the smaller plans on file in Arizona (1,191st of 1,285), and 13,402nd of 13,661 in manufacturing.

Plan summary
Net assets, end of year$666,900
Participants with balances450
Active participants340
Employer contributions—
Employee contributions$513,622
Employer contribution per active participant—
Average account balance$1,482
Benefits paid to participants$17,712
Plan auditUnmodified (clean) audit opinion
AuditorPOOLER CPA GROUP, LLC
What these fees cost you

Annual cost at the plan's reported 2021 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Administrative cost history1
2021$9,128 · 2.31%
Similar plansManufacturing · Arizona
Ware Manufacturing, Inc AZ$936K · 0.07%
Footprint, LLC AZ$850K · 0.14%
Oats Overnight, Inc AZ$840K · 0.14%
Diamond Age 3D Inc. AZ$706K · 1.88%
Retronix, Inc. AZ$136K · 0.43%

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Source: U.S. Department of Labor, Form 5500 series, EIN 421758373 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.