Plan Ledger DOL Form 5500 · updated monthly

Zeller Realty Corporation401(k)

ZELLER REALTY CORPORATION 401(K) RETIREMENT PLAN · CHICAGO, IL · plan year 2024

Reported admin expense ratio · 2024
0.51%

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

Zeller Realty Corporation reported $47,906 in plan administrative expenses for 2024: 0.51% of average plan assets, below the peer median. Employer contributions averaged $214 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 has held roughly steady near 0.51%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other real estate & leasing employers. By assets it is among the smaller plans on file in Illinois (2,408th of 3,702), and 1,122nd of 2,096 in real estate & leasing. In 2024, employees put in $38.42 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$9,773,586
Participants with balances106
Active participants99
Employer contributions$21,225
Employee contributions$815,495
Employer contribution per active participant$214
Average account balance$92,204
Benefits paid to participants$1,449,435
Plan auditUnmodified (clean) audit opinion
Plan history2
Yearassets · accounts · employer contribution
2024$9.8M · 106 accts · $21K emplr
2023$9.1M · 114 accts · $37K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$20,318
Investment management$27,588
Total administrative$47,906
The Zeller Realty Corporation 401(k) match · 2024
Employer contribution per active participant$214
Median for plans this size$1,313
2024$214 per active participant
2023$320 per active participant

Zeller Realty Corporation's 2024 employer contribution ran below the $1,313 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
UBS FINANCIAL SERVICES INC · Investment advisory (plan)$27,588

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

Administrative cost history2
2024$47,906 · 0.51%
2023$43,050 · 0.50%
Same employer
Similar plansReal Estate & Leasing · Illinois
Axiom Properties, Inc. IL$10.8M · 0.58%
Francotyp-Postalia Inc IL$10.4M · 0.12%
Bjb Partners, LLC IL$9.9M · 0.23%
Pangea Ventures, LLC IL$9.7M · 0.04%
Metro Storage LLC IL$9.4M · 0.47%

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Source: U.S. Department of Labor, Form 5500 series, EIN 363189108 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.