Plan Ledger DOL Form 5500 · updated monthly

Vacation Rental Pros Property Management401(k)

VACATION RENTAL PROS PROPERTY MANAGEMENT LLC 401K PLAN · PONTE VEDRA BEACH, FL · plan year 2024

Reported admin expense ratio · 2024
1.43%

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

Vacation Rental Pros Property Management reported $62,884 in plan administrative expenses for 2024: 1.43% of average plan assets, higher than ~90% of peers. Employer contributions averaged $1,419 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 rose from 1.19% to 1.43%. 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 Florida (2,524th of 3,644), and 1,536th of 2,096 in real estate & leasing. In 2024, the employer put in $1.09 for every $1.00 employees contributed themselves; active participation has shrunk from 550 to 462 since 2022.

Plan summary
Net assets, end of year$4,822,806
Participants with balances600
Active participants462
Employer contributions$655,556
Employee contributions$602,598
Employer contribution per active participant$1,419
Average account balance$8,038
Benefits paid to participants$876,870
Plan auditUnmodified (clean) audit opinion
AuditorPIVOT
Plan history3
Yearassets · accounts · employer contribution
2024$4.8M · 600 accts · $656K emplr
2023$4.0M · 685 accts · $730K emplr
2022$2.6M · 264 accts · $146K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$48,740
Investment management$14,144
Total administrative$62,884
The Vacation Rental Pros Property Management 401(k) match · 2024
Employer contribution per active participant$1,419
Median for plans this size$1,313
2024$1,419 per active participant
2023$1,299 per active participant
2022$265 per active participant

Vacation Rental Pros Property Management's 2024 employer contribution ran above the $1,313 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.

Service providers · 20243
THE ACTUARIAL CONSULTING GROUP · Contract administrator$26,114
NFP RETIREMENT, INC · Investment advisory (plan)$14,144

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

Administrative cost history3
2024$62,884 · 1.43%
2023$28,111 · 0.85%
2022$28,833 · 1.19%
Same employer
Similar plansReal Estate & Leasing · Florida
Advenir Living, LLC FL$5.0M · 1.69%
Leland Management, Inc. FL$4.8M · 0.93%
Regional One, Inc. FL$4.6M · 0.11%
Weller Management FL$4.5M · 1.74%

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Source: U.S. Department of Labor, Form 5500 series, EIN 205070889 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.