Plan Ledger DOL Form 5500 · updated monthly

Capital Consultants Management Corporation401(k)

CAPITAL CONSULTANTS MANAGEMENT CORPORATION 401(K) SALARY REDUCTION · SCOTTSDALE, AZ · plan year 2023

Reported admin expense ratio · 2023
0.65%

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

Capital Consultants Management Corporation reported $121,773 in plan administrative expenses for 2023: 0.65% of average plan assets, higher than ~90% of peers. Employer contributions averaged $587 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 has held roughly steady near 0.654%. The plan sits in the $10M–$50M size bracket, benchmarked here against 26,779 comparable plans and shown alongside other real estate & leasing employers. By assets it is the 383rd-largest of 1,285 plans among Arizona employers on file, and the 703rd of 2,096 in real estate & leasing. In 2023, employees put in $4.92 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$18,759,758
Participants with balances995
Active participants938
Employer contributions$551,053
Employee contributions$2,710,375
Employer contribution per active participant$587
Average account balance$18,854
Benefits paid to participants$5,302,464
Plan auditUnmodified (clean) audit opinion
Plan history2
Yearassets · accounts · employer contribution
2023$18.8M · 995 accts · $551K emplr
2022$18.5M · 1,040 accts · $512K emplr
Administrative expenses, itemized · 2023
Recordkeeping & contract admin$121,773
Total administrative$121,773
The Capital Consultants Management Corporation 401(k) match · 2023
Employer contribution per active participant$587
Median for plans this size$2,440
2023$587 per active participant
2022$587 per active participant

Capital Consultants Management Corporation's 2023 employer contribution ran below the $2,440 median for plans its size, in the bottom quarter of its peers. 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 2023 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20233
JOHN HANCOCK · Recordkeeping$1,540
PRINCIPAL LIFE INSURANCE COMPANY · Contract administrator · Loan processing$120,234
GLOBAL RETIREMENT PARTNERS LLC · Investment advisory (plan)indirect comp

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

Administrative cost history2
2023$121,773 · 0.65%
2022$134,532 · 0.65%
Same employer
Similar plansReal Estate & Leasing · Arizona
Robson Communities, Inc. AZ$51.5M · 0.11%
Vestar Properties, Inc. AZ$22.4M · 0.29%
Store Capital Advisors, LLC AZ$15.3M · 0.44%
Offerpad, LLC AZ$13.8M · 0.50%

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Source: U.S. Department of Labor, Form 5500 series, EIN 752269391 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.