Plan Ledger DOL Form 5500 · updated monthly

Unire Real Estate Group, Inc.401(k)

UNIRE REAL ESTATE GROUP, INC. 401(K) PROFIT SHARING PLAN AND TRUST · BREA, CA · plan year 2024

Reported admin expense ratio · 2024
0.84%

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

Unire Real Estate Group, Inc. reported $67,587 in plan administrative expenses for 2024: 0.84% of average plan assets, higher than ~75% of peers. Employer contributions averaged $609 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.

The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other real estate & leasing employers. By assets it is among the smaller plans on file in California (5,767th of 9,483), and 1,187th of 2,096 in real estate & leasing. In 2024, employees put in $10.07 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$8,909,380
Participants with balances178
Active participants104
Employer contributions$63,339
Employee contributions$637,870
Employer contribution per active participant$609
Average account balance$50,053
Benefits paid to participants$179,410
Plan auditUnmodified (clean) audit opinion
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$40,101
Investment management$27,486
Total administrative$67,587
The Unire Real Estate Group, Inc. 401(k) match · 2024
Employer contribution per active participant$609
Median for plans this size$1,313

Unire Real Estate Group, Inc.'s 2024 employer contribution ran below the $1,313 median for plans its size, in the bottom 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 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20244
MORGAN STANLEY · Investment advisory (plan)$22,653
EMPOWER ADVISORY GROUP, LLC · Investment management$4,833
MORGAN STANLEY SMITH BARNEY LLCindirect comp

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

Administrative cost history1
2024$67,587 · 0.84%
Similar plansReal Estate & Leasing · California
Fox Rent a Car, Inc. CA$9.4M · 0.85%
Ca Capital Operations LLC CA$9.2M · 0.05%
Getaround, Inc. CA$9.2M · 0.30%
Proper Hospitality LLC CA$8.9M · 0.71%
Housecanary Inc. CA$8.9M · 0.35%

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Source: U.S. Department of Labor, Form 5500 series, EIN 330908703 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.