# The Worthe Real Estate Group, INC. 401(k) Plan
Source: https://planprovider.pro/companies/the-worthe-real-estate-group-inc-401k-plan

> The Worthe Real Estate Group, INC.'s 401(k) plan: 97 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** The Worthe Real Estate Group, INC.

- **Sponsor EIN:** 954521084

- **Sponsor Address:** 100 WILSHIRE BLVD, SUITE 1600, SANTA MONICA, CA, 90401

- **Plan Type:** 401(k)

- **Total Participants:** 97

- **Total Assets:** $19.7M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** Yes

- **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|97|$19.7M|$513,840|$1.2M|

| 2023|124|$15.6M|$509,109|$1.2M|

| 2022|115|$12.2M|$441,674|$1.1M|

## 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|

| MILLER KAPLAN ARASE LLP|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [MILLER KAPLAN ARASE LLP](https://planprovider.pro/provider/miller-kaplan-arase-llp) — Auditor

## 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|$102,042|$43,909|—|—|—|

| 2023|—|—|—|—|—|

| 2022|—|—|—|—|—|

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