Plan Ledger DOL Form 5500 · updated monthly

Weinstein Management Co. Inc.401(k)

WEINSTEIN PROPERTIES EMPLOYEES' 401(K) PLAN · GLEN ALLEN, VA · plan year 2024

Reported admin expense ratio · 2024
0.57%

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

Weinstein Management Co. Inc. reported $83,845 in plan administrative expenses for 2024: 0.57% of average plan assets, higher than ~75% of peers. Employer contributions averaged $434 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 0.68% to 0.57%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other real estate & leasing employers. By assets it is among the smaller plans on file in Virginia (1,150th of 2,266), and the 814th of 2,096 in real estate & leasing. In 2024, employees put in $5.32 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$15,857,167
Participants with balances753
Active participants652
Employer contributions$283,190
Employee contributions$1,507,853
Employer contribution per active participant$434
Average account balance$21,059
Benefits paid to participants$1,531,477
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$15.9M · 753 accts · $283K emplr
2023$13.5M · 708 accts · $262K emplr
2022$9.9M · 760 accts · $226K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$73,753
Trustee / custodial$7,667
Total administrative$83,845
The Weinstein Management Co. Inc. 401(k) match · 2024
Employer contribution per active participant$434
Median for plans this size$2,416
2024$434 per active participant
2023$400 per active participant
2022$348 per active participant

Weinstein Management Co. Inc.'s 2024 employer contribution ran below the $2,416 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 · 20242
SENTINEL BENEFITS GROUP, LLC · Recordkeeping$73,753
NATIONAL FINANCIAL SERVICES, LLC · Custodial (securities) · Trustee$10,092

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

Recordkeeper by year2
2024Sentinel Group
2023NATIONAL FINANCIAL SERVICES, LLC, Sentinel Group

This plan has changed recordkeepers within these filings. If you left Weinstein Management Co. Inc. 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 history3
2024$83,845 · 0.57%
2023$72,693 · 0.62%
2022$74,733 · 0.68%
Same employer
Similar plansReal Estate & Leasing · Virginia
Kpm, LLC VA$18.0M · 0.02%
Divaris Real Estate, Inc. VA$14.9M · 0.54%

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Source: U.S. Department of Labor, Form 5500 series, EIN 540696440 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.