Plan Ledger DOL Form 5500 · updated monthly

Windermere Real Estate Services Company401(k)

THE WINDERMERE 401(K) PLAN · SEATTLE, WA · plan year 2024

Reported admin expense ratio · 2024
0.22%

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

Windermere Real Estate Services Company reported $60,472 in plan administrative expenses for 2024: 0.22% of average plan assets, below the peer median. Employer contributions averaged $2,008 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 1 year on file its reported administrative ratio fell from 0.50% to 0.22%. 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 560th-largest of 1,714 plans among Washington employers on file, and the 491st of 2,096 in real estate & leasing. In 2024, employees put in $3.30 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$27,924,017
Participants with balances359
Active participants218
Employer contributions$437,647
Employee contributions$1,442,980
Employer contribution per active participant$2,008
Average account balance$77,783
Benefits paid to participants$3,296,939
Plan auditUnmodified (clean) audit opinion
Plan history2
Yearassets · accounts · employer contribution
2024$27.9M · 359 accts · $438K emplr
2023$26.1M · 349 accts · $456K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$60,472
Total administrative$60,472
The Windermere Real Estate Services Company 401(k) match · 2024
Employer contribution per active participant$2,008
Median for plans this size$2,416
2024$2,008 per active participant
2023$2,184 per active participant

Windermere Real Estate Services Company's 2024 employer contribution ran below the $2,416 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 · 20245
NATIONWIDE LIFE INSURANCE COMPANY · Recordkeeping · Trustee (directed)$48,769
IRON FIDUCIARY · Recordkeeping · Consulting$13,380
NATIONAL BENEFIT SERVICES LLC · Recordkeeping · Consulting$8,245
PROACCOUNT · Investment advisory (participants) · Other services$5,515
ERISA SMART · Other services$2,676

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

Recordkeeper by year2
2024IRON FIDUCIARY, NATIONAL BENEFIT SERVICES LLC, Nationwide
2023IRON-CO-FID COMPREHENSIVE, NATIONAL BENEFIT SERVICES, LLC

This plan has changed recordkeepers within these filings. If you left Windermere Real Estate Services Company 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 history2
2024$60,472 · 0.22%
2023$113,444 · 0.50%
Same employer
Similar plansReal Estate & Leasing · Washington
Kidder Mathews Inc. WA$35.9M · 0.43%
Mmgl Holdco LLC WA$30.5M · 0.11%
Sabey Corporation WA$24.9M · 0.24%
Clise Agency, Inc. WA$20.5M · 0.03%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 911218831 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.