Plan Ledger DOL Form 5500 · updated monthly

Cambridge Real Estate Services, Inc.401(k)

CAMBRIDGE REAL ESTATE SERVICES INC., PROFIT SHARING AND EMPLOYEE SAVINGS BENEFIT PLAN · PORTLAND, OR · plan year 2024

Reported admin expense ratio · 2024
0.60%

Peer grade: C+ · admin costs + employer contributions vs same-size plans · how grading works

Cambridge Real Estate Services, Inc. reported $82,618 in plan administrative expenses for 2024: 0.60% of average plan assets, higher than ~75% of peers. Employer contributions averaged $4,032 per active participant. This ratio covers administrative expenses reported on the plan's Schedule H only; fund-level expense ratios are not included in public structured data — see methodology.

Across the 2 years on file its reported administrative ratio fell from 0.86% to 0.60%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other real estate & leasing employers. By assets it is the 424th-largest of 1,021 plans among Oregon employers on file, and the 829th of 2,096 in real estate & leasing. In 2024, employees put in $1.17 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$15,371,738
Participants with balances342
Active participants255
Employer contributions$1,028,286
Employee contributions$1,201,221
Employer contribution per active participant$4,032
Average account balance$44,947
Benefits paid to participants$1,064,862
Plan auditUnmodified (clean) audit opinion
AuditorPERKINS & COMPANY, PC
Plan history3
Yearassets · accounts · employer contribution
2024$15.4M · 342 accts · $1.0M emplr
2023$12.3M · 351 accts · $1.0M emplr
2022$9.5M · 332 accts · $1.1M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$82,618
Total administrative$82,618
The Cambridge Real Estate Services, Inc. 401(k) match · 2024
Employer contribution per active participant$4,032
Median for plans this size$2,416
2024$4,032 per active participant
2023$3,925 per active participant
2022$4,804 per active participant

Cambridge Real Estate Services, Inc.'s 2024 employer contribution ran above the $2,416 median for plans its size. Filings report dollars actually contributed, not the match formula; the formula itself (for example, 50% of the first 6% of pay) lives in the plan's summary plan description from HR.

What these fees cost you

Annual cost at the plan's reported 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20241
TRANSAMERICA RETIREMENT SOLUTIONS · Recordkeeping · Loan processing$82,618

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Recordkeeper by year2
2024Transamerica
2023Transamerica

Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$82,618 · 0.60%
2023$96,700 · 0.89%
2022$84,325 · 0.86%
Same employer
Similar plansReal Estate & Leasing · Oregon
The Randall Group, Inc. OR$69.3M · 0.30%
Schnitzer Investment Corp. OR$45.1M · 0.17%
Rightline Equipment, Inc. OR$14.0M · 0.13%
Updater Inc. OR$13.5M · 0.25%
Allegiant Partners, Inc. OR$13.1M · 0.28%

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Source: U.S. Department of Labor, Form 5500 series, EIN 931299275 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.