Amli Management Company 401(k) Review & Grade
Amli Residential Properties 401(k) Plan
Chicago, ILReal Estate & Rental810 active participantsPlan year 2024✓ Auto-enroll
Estimate from the plan's Form 5500 filing · How we grade
$1,919Employer $ per active participant
$6,570Employee $ saved per active participant
0.19%Direct admin cost, % of plan assets
$79.5MNet plan assets, end of year
$76,682Average balance per account
Score breakdown
- Employer generosity33.6 / 5067th percentile for employer $ per participant
- Low cost13.9 / 2556th percentile for low admin cost vs. same-size plans
- Employee saving12.1 / 1581th percentile for employee $ per participant
- Plan features10 / 10Auto-enrollment, Default investment
Total score70 / 100 · Grade B
This plan vs. peers
Peers: Real Estate & Rental plans with 500–2,499 active participants (291 plans).
| Measure | Percentile |
|---|---|
| Employer $ per participant | 67th |
| Lower admin cost | 56th |
| Employee saving | 81th |
| Peers that auto-enroll | 47% |
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Red flags from the filing
No red flags were reported on this filing's compliance questions.
What to do if you're in this plan
- Amli Management put in about $1,919 per active participant, more than the typical peer ($1,279). Contribute at least enough to collect the full match. Skipping it leaves part of your pay on the table.
- The filing shows total dollars, not the match formula. Ask HR for the Summary Plan Description so you know the exact match and vesting schedule.
- Fund expense ratios aren't in the filing. Look them up in your 404(a)(5) fee disclosure and favor low-cost index or target-date funds.
- The plan auto-enrolls employees. Check your default contribution rate. Defaults are often lower than what it takes to get the full match.
- Changing jobs? You can usually leave the money in the plan, move it to your new employer's plan, or roll it into an IRA. Don't cash out: you'd owe taxes and possibly a 10% penalty.
The raw numbers from the filing
| Employer contributions | $1,554,172 |
| Participant (employee) contributions | $5,321,350 |
| Other contributions (incl. rollovers in) | $147,529 |
| Administrative expenses paid from the plan | $140,040 |
| Investment advisory & management fees | $49,781 |
| Other admin expenses | $300 |
| Benefits paid out | $4,415,475 |
| Net assets, start / end of year | $66.7M / $79.5M |
| Active participants, start / end of year | 826 / 794 |
| Participants with account balances | 1,037 |
| Auto-enrollment (feature code 2S) | Yes |
| Auditor | Pricekubecka, PLLC |
Largest service providers (Schedule C)
| Empower Annuity Insurance Company O | $89,959 reported compensation |
| Creative Planning Holdco LLC DBA CR | $42,497 reported compensation |
| Mesirow Financial Investment Manage | $7,284 reported compensation |
Source: DOL EFAST2 Form 5500 filing, acknowledgment ID 20250908143225NAL0012351123001, received 2025-09-08, EIN 36-3207100, plan #001, plan year 2024-01-01 to 2024-12-31. Verify at efast.dol.gov.