Plan Ledger DOL Form 5500 · updated monthly

Windermere Real Estate Services Company401(k)

THE WINDERMERE 401(K) PLAN · SEATTLE, WA · plan year 2022

Reported admin expense ratio · 2022
0.24%

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

Windermere Real Estate Services Company reported $79,030 in plan administrative expenses for 2022: 0.24% of average plan assets, below the peer median. Employer contributions averaged $3,273 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.

The plan sits in the $10M–$50M size bracket, benchmarked here against 26,806 comparable plans and shown alongside other real estate & leasing employers. By assets it is the 701st-largest of 1,714 plans among Washington employers on file, and the 683rd of 2,096 in real estate & leasing. In 2022, employees put in $2.12 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$19,575,367
Participants with balances254
Active participants154
Employer contributions$504,010
Employee contributions$1,069,031
Employer contribution per active participant$3,273
Average account balance$77,068
Benefits paid to participants$725,143
Plan auditUnmodified (clean) audit opinion
Administrative expenses, itemized · 2022
Recordkeeping & contract admin$79,030
Total administrative$79,030
The Windermere Real Estate Services Company 401(k) match · 2022
Employer contribution per active participant$3,273
Median for plans this size$2,266

Windermere Real Estate Services Company's 2022 employer contribution ran above the $2,266 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 2022 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Administrative cost history1
2022$79,030 · 0.24%
Similar plansReal Estate & Leasing · Washington
Sabey Corporation WA$24.9M · 0.24%
Clise Agency, Inc. WA$20.5M · 0.03%
John L. Scott, Inc. WA$14.1M · 0.37%

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Source: U.S. Department of Labor, Form 5500 series, EIN 911619712 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.