Plan Ledger DOL Form 5500 · updated monthly

Unified Residential Management, LLC401(k)

UNIFIED RESIDENTIAL MANAGEMENT 401(K) PLAN · HOUSTON, TX · plan year 2024

Reported admin expense ratio · 2024
0.15%

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

Unified Residential Management, LLC reported $790 in plan administrative expenses for 2024: 0.15% of average plan assets, lower than ~75% of peers. Employer contributions averaged $793 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 1.25% to 0.15%. The plan sits in the under $1M size bracket, benchmarked here against 1,109 comparable plans and shown alongside other real estate & leasing employers. By assets it is among the smaller plans on file in Texas (5,414th of 5,688), and 2,022nd of 2,096 in real estate & leasing. In 2024, employees put in $1.21 for every $1.00 the employer contributed; active participation has grown from 67 to 134 since 2022.

Plan summary
Net assets, end of year$579,394
Participants with balances128
Active participants134
Employer contributions$106,210
Employee contributions$128,718
Employer contribution per active participant$793
Average account balance$4,527
Benefits paid to participants$206,155
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$579K · 128 accts · $106K emplr
2023$489K · 136 accts · $102K emplr
2022$256K · 279 accts · $78K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$384
Investment management$406
Total administrative$790
The Unified Residential Management, LLC 401(k) match · 2024
Employer contribution per active participant$793
Median for plans this size$540
2024$793 per active participant
2023$1,183 per active participant
2022$1,163 per active participant

Unified Residential Management, LLC's 2024 employer contribution ran above the $540 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.

Administrative cost history3
2024$790 · 0.15%
2023$573 · 0.15%
2022$3,773 · 1.25%
Same employer
Similar plansReal Estate & Leasing · Texas
Rainier Management LTD TX$700K · 0.77%
Ebby Halliday, Inc. TX$618K · 4.72%
T & L Lease Service, LTD. TX$411K · 0.20%

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Source: U.S. Department of Labor, Form 5500 series, EIN 842441320 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.