Plan Ledger DOL Form 5500 · updated monthly

Treetop Development LLC401(k)

TREETOP DEVELOPMENT LLC 401(K) PROFIT SHARING PLAN & TRUST · TEANECK, NJ · plan year 2025

Reported admin expense ratio · 2025
0.77%

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

Treetop Development LLC reported $28,262 in plan administrative expenses for 2025: 0.77% of average plan assets, above the peer median. Employer contributions averaged $775 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 3 years on file its reported administrative ratio rose from 0.72% to 0.77%. The plan sits in the $1M–$10M size bracket, benchmarked here against 809 comparable plans and shown alongside other real estate & leasing employers. By assets it is among the smaller plans on file in New Jersey (1,966th of 2,419), and 1,631st of 2,096 in real estate & leasing. In 2025, employees put in $3.69 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$4,029,139
Participants with balances206
Active participants131
Employer contributions$101,551
Employee contributions$374,402
Employer contribution per active participant$775
Average account balance$19,559
Benefits paid to participants$267,465
Plan auditUnmodified (clean) audit opinion
AuditorPOOLER CPA GROUP LLC
Plan history4
Yearassets · accounts · employer contribution
2025$4.0M · 206 accts · $102K emplr
2024$3.3M · 184 accts · $92K emplr
2023$2.6M · 160 accts · $85K emplr
2022$1.9M · 156 accts · $112K emplr
Administrative expenses, itemized · 2025
Recordkeeping & contract admin$13,289
Investment management$14,113
Trustee / custodial$860
Total administrative$28,262
The Treetop Development LLC 401(k) match · 2025
Employer contribution per active participant$775
Median for plans this size$1,464
2025$775 per active participant
2024$841 per active participant
2023$696 per active participant
2022$888 per active participant

Treetop Development LLC's 2025 employer contribution ran below the $1,464 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 2025 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20252
PAYCHEX, INC. · Recordkeeping$13,090
M HOLDINGS SECURITIES, INC. · Investment advisory (participants)$10,291

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

Recordkeeper by year3
2025Paychex
2024Paychex
2023M HOLDINGS SECURITIES, INC., Paychex

This plan has changed recordkeepers within these filings. If you left Treetop Development LLC before a switch, your account may sit at the earlier firm or in a rollover IRA. Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history4
2025$28,262 · 0.77%
2024$23,577 · 0.80%
2023$18,238 · 0.81%
2022$13,862 · 0.72%
Similar plansReal Estate & Leasing · New Jersey
Ulma Form Works, Inc NJ$6.9M · 0.54%
Kaplan Companies NJ$3.0M · 0.06%
Jetclosing, Inc. NJ$1.9M · 0.82%
I Builders LLC NJ$501K · 0.53%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 203992548 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.