Plan Ledger DOL Form 5500 · updated monthly

Wrh Realty Services, Inc.401(k)

WRH REALTY SERVICES, INC.401K PLAN · ST PETERSBURG, FL · plan year 2024

Reported admin expense ratio · 2024
0.58%

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

Wrh Realty Services, Inc. reported $95,725 in plan administrative expenses for 2024: 0.58% of average plan assets, higher than ~75% of peers. Employer contributions averaged $1,518 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 3 years on file its reported administrative ratio has held roughly steady near 0.58%. 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 1,202nd-largest of 3,644 plans among Florida employers on file, and the 739th of 2,096 in real estate & leasing. In 2024, employees put in $3.41 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$17,941,508
Participants with balances386
Active participants295
Employer contributions$447,764
Employee contributions$1,527,040
Employer contribution per active participant$1,518
Average account balance$46,481
Benefits paid to participants$856,084
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$17.9M · 386 accts · $448K emplr
2023$15.0M · 401 accts · $463K emplr
2022$12.7M · 419 accts · $381K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$56,713
Investment management$39,012
Total administrative$95,725
The Wrh Realty Services, Inc. 401(k) match · 2024
Employer contribution per active participant$1,518
Median for plans this size$2,416
2024$1,518 per active participant
2023$1,558 per active participant
2022$1,359 per active participant

Wrh Realty Services, Inc.'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 · 20242
JOHN HANCOCK · Recordkeeping · Loan processing$57,164
POWER FINANCIAL PARTNERS · Investment advisory (plan)$40,168

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

Recordkeeper by year2
2024John Hancock
2023John Hancock

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

Administrative cost history3
2024$95,725 · 0.58%
2023$83,860 · 0.61%
2022$76,819 · 0.56%
Same employer
Similar plansReal Estate & Leasing · Florida
Ch Employment Services, LLC FL$21.9M · 0.41%
Ifco Systems US, LLC FL$18.6M · 0.51%
Castle Management, LLC FL$18.4M · 0.89%
Vacation Innovations, LLC FL$15.7M · 0.47%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 204178395 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.