Plan Ledger DOL Form 5500 · updated monthly

William Raveis Real Estate, Inc.401(k)

WILLIAM RAVEIS EMPLOYEES SAVINGS & RETIREMENT · SHELTON, CT · plan year 2024

Reported admin expense ratio · 2024
0.38%

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

William Raveis Real Estate, Inc. reported $124,995 in plan administrative expenses for 2024: 0.38% of average plan assets, above the peer median. Employer contributions averaged $581 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 0.35% to 0.38%. 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 the 379th-largest of 1,106 plans among Connecticut employers on file, and the 400th of 2,096 in real estate & leasing. In 2024, employees put in $10.71 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$34,765,990
Participants with balances470
Active participants392
Employer contributions$227,601
Employee contributions$2,437,579
Employer contribution per active participant$581
Average account balance$73,970
Benefits paid to participants$3,908,550
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$34.8M · 470 accts · $228K emplr
2023$31.7M · 560 accts
2022$27.0M · 582 accts
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$124,995
Total administrative$124,995
The William Raveis Real Estate, Inc. 401(k) match · 2024
Employer contribution per active participant$581
Median for plans this size$2,416

William Raveis Real Estate, 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 · 20244
THE VANGUARD GROUP, INC. · Recordkeeping · Loan processing$44,056
LRI INVESTMENTS, LLC$33,571
M HOLDINGS SECURITIES$31,599
PASI, LLC · Loan processing · Plan administrator$15,770

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

Recordkeeper by year2
2024Vanguard
2023Vanguard

Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$124,995 · 0.38%
2023$102,758 · 0.35%
2022$102,256 · 0.35%
Same employer
Similar plansReal Estate & Leasing · Connecticut
Ashforth Properties Inc. CT$43.3M · 0.00%
Eagle Leasing Company CT$33.5M · 0.19%
Somerset Capital Group, LTD CT$23.8M · 0.18%

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Source: U.S. Department of Labor, Form 5500 series, EIN 061160140 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.