Plan Ledger DOL Form 5500 · updated monthly

Campbell Property Management and Real Estate401(k)

CPM & ROSEMURGY PROPERTIES 401(K) RETIREMENT PLAN · DEERFIELD BEACH, FL · plan year 2024

Reported admin expense ratio · 2024
0.06%

Campbell Property Management and Real Estate reported $3,827 in plan administrative expenses for 2024: 0.06% of average plan assets, lower than ~75% of peers. 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 0.56% to 0.06%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other real estate & leasing employers. By assets it is among the smaller plans on file in Florida (2,134th of 3,644), and 1,328th of 2,096 in real estate & leasing. active participation has grown from 2,079 to 2,457 since 2022.

Plan summary
Net assets, end of year$7,155,251
Participants with balances203
Active participants2,457
Employer contributions—
Employee contributions$734,769
Employer contribution per active participant—
Average account balance$35,248
Benefits paid to participants$276,128
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$7.2M · 203 accts
2023$5.8M · 198 accts
2022$4.7M · 184 accts · $1K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$2,475
Investment management$602
Total administrative$3,827
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
VOYA RETIREMENT INSURANCE & ANNUITY · Investment advisory (participants)$3,827

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

Administrative cost history3
2024$3,827 · 0.06%
2023$1,331 · 0.03%
2022$27,355 · 0.56%
Same employer
Similar plansReal Estate & Leasing · Florida
Torwest, Inc. FL$8.6M · 0.32%
The Keyes Company FL$7.7M · 0.69%
Carter Funds LLC FL$7.4M · 0.20%

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Source: U.S. Department of Labor, Form 5500 series, EIN 596058179 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.