Plan Snapshot
- Plan Sponsor: American Real Estate Partners Management LLC
- Sponsor EIN: 200234039
- Sponsor Address: 1660 INTERNATIONAL DRIVE, MC LEAN, VA, 22102
- Plan Type: 401(k)
- Total Participants: 153
- Total Assets: $15.3M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 153 | $15.3M | $643,231 | $1.3M |
| 2023 | 138 | $13.1M | $545,683 | $1.1M |
| 2022 | 134 | $10.4M | $485,633 | $956,063 |
Service Providers (Schedule C)
Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).
| Provider Name | Role | Direct Compensation | Indirect Compensation | Total Fees |
|---|---|---|---|---|
| CST GROUP, CPAS, PC | Auditor | — | — | $0 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
Historical Administrative Expenses
Breakdown of administrative expense categories reported on Form 5500 filings.
| Year | Total Admin Expenses | Investment Mgmt Fees | Contract Admin Fees | IQPA Audit Fees | Professional Fees |
|---|---|---|---|---|---|
| 2024 | $42,420 | $36,508 | $5,912 | — | — |
| 2023 | $18,084 | $16,109 | $1,975 | — | — |
| 2022 | $15,095 | $13,270 | $1,825 | — | — |