Alexandria Real Estate Equities, Inc. 401(k) Review & Grade
Alexandria Real Estate Equities, Inc. 401(k) Profit Sharing Plan
Pasadena, CAReal Estate & Rental544 active participantsPlan year 2024✓ Auto-enroll
Estimate from the plan's Form 5500 filing · How we grade
$14,291Employer $ per active participant
$17,866Employee $ saved per active participant
0.02%Direct admin cost, % of plan assets
$207.5MNet plan assets, end of year
$291,054Average balance per account
Score breakdown
- Employer generosity50.0 / 50100th percentile for employer $ per participant
- Low cost23.8 / 2595th percentile for low admin cost vs. same-size plans
- Employee saving15.0 / 15100th percentile for employee $ per participant
- Plan features10 / 10Auto-enrollment, Default investment
Total score99 / 100 · Grade A
This plan vs. peers
Peers: Real Estate & Rental plans with 500–2,499 active participants (291 plans).
| Measure | Percentile |
|---|---|
| Employer $ per participant | 100th |
| Lower admin cost | 95th |
| Employee saving | 100th |
| 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
- Alexandria Real Estate Equities put in about $14,291 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 | $7,781,323 |
| Participant (employee) contributions | $9,728,201 |
| Other contributions (incl. rollovers in) | $552,718 |
| Administrative expenses paid from the plan | $40,147 |
| Other admin expenses | $19,877 |
| Benefits paid out | $10,264,901 |
| Net assets, start / end of year | $172.0M / $207.5M |
| Active participants, start / end of year | 552 / 537 |
| Participants with account balances | 713 |
| Auto-enrollment (feature code 2S) | Yes |
| Auditor | Holthouse Carlin & Van Trigt |
Largest service providers (Schedule C)
| Triad Advisors LLC | $178,173 reported compensation |
| Osaic Wealth Inc | $35,386 reported compensation |
| Holthouse Carlin & Van Trigt LLP | $14,000 reported compensation |
Source: DOL EFAST2 Form 5500 filing, acknowledgment ID 20251014212913NAL0003625649001, received 2025-10-14, EIN 95-4502084, plan #001, plan year 2024-01-01 to 2024-12-31. Verify at efast.dol.gov.