Plan Snapshot
- Plan Sponsor: Exchangeright Real Estate, LLC
- Sponsor EIN: 454877206
- Sponsor Address: 1055 E COLORADO BLVD, PASADENA, CA, 91106
- Plan Type: DC
- Total Participants: 135
- Total Assets: $9.5M
Key Plan Design Features
- Auto-Enrollment: No
- 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 | 135 | $9.5M | $476,704 | $885,991 |
| 2023 | 147 | $7.9M | $842,244 | $777,700 |
| 2022 | 116 | $5.5M | $726,657 | $642,609 |
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 |
|---|---|---|---|---|
| AVANTAX RETIREMENT PLAN SERVICES | NA | $73,496 | — | $73,496 |
| HONKAMP, P.C. | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- AVANTAX RETIREMENT PLAN SERVICES — NA
- HONKAMP, P.C. — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $73,496
- Estimated Expense Ratio: 0.773% of plan assets
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 | $73,496 | $44,483 | — | — | — |
| 2023 | — | — | — | — | — |
| 2022 | — | — | — | — | — |