Plan Ledger DOL Form 5500 · updated monthly

W3 Luxury Living401(k)

W3 LUXURY LIVING 401(K) PLAN · GRAND PRAIRIE, TX · plan year 2024

Reported admin expense ratio · 2024
0.10%

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

W3 Luxury Living reported $5,735 in plan administrative expenses for 2024: 0.10% of average plan assets, lower than ~75% of peers. Employer contributions averaged $238 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 0.12% to 0.10%. 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 Texas (3,783rd of 5,688), and 1,406th of 2,096 in real estate & leasing. In 2024, employees put in $10.69 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$6,157,223
Participants with balances306
Active participants169
Employer contributions$40,287
Employee contributions$430,740
Employer contribution per active participant$238
Average account balance$20,122
Benefits paid to participants$335,264
Plan auditUnmodified (clean) audit opinion
AuditorKHA ACCOUNTANTS, PLLC
Plan history3
Yearassets · accounts · employer contribution
2024$6.2M · 306 accts · $40K emplr
2023$5.2M · 267 accts · $36K emplr
2022$4.1M · 260 accts · $37K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$5,385
Total administrative$5,735
The W3 Luxury Living 401(k) match · 2024
Employer contribution per active participant$238
Median for plans this size$1,313
2024$238 per active participant
2023$226 per active participant
2022$231 per active participant

W3 Luxury Living'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.

Administrative cost history3
2024$5,735 · 0.10%
2023$5,471 · 0.12%
2022$5,680 · 0.12%
Similar plansReal Estate & Leasing · Texas
Katapult Group, Inc. TX$6.9M · 0.28%
Kairoi Management, LLC TX$6.0M · 0.90%
Homeward, Inc. TX$5.9M · 1.07%
Medve Group Inc TX$5.9M · 0.15%
Allpoints Services Corp. TX$5.8M · 0.44%

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Source: U.S. Department of Labor, Form 5500 series, EIN 752856319 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.