Plan Ledger DOL Form 5500 · updated monthly

Capital Real Estate, LLC dba Avanti Residential, LLC401(k)

AVANTI RESIDENTIAL, LLC RETIREMENT PLAN · DENVER, CO · plan year 2025

Reported admin expense ratio · 2025
0.27%

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

Capital Real Estate, LLC dba Avanti Residential, LLC reported $17,832 in plan administrative expenses for 2025: 0.27% of average plan assets, below the peer median. Employer contributions averaged $1,680 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 3 years on file its reported administrative ratio fell from 1.01% to 0.27%. The plan sits in the $1M–$10M size bracket, benchmarked here against 809 comparable plans and shown alongside other real estate & leasing employers. By assets it is among the smaller plans on file in Colorado (912th of 1,461), and 1,313th of 2,096 in real estate & leasing. In 2025, employees put in $1.90 for every $1.00 the employer contributed; active participation has grown from 177 to 245 since 2022.

Plan summary
Net assets, end of year$7,275,517
Participants with balances143
Active participants245
Employer contributions$411,697
Employee contributions$780,889
Employer contribution per active participant$1,680
Average account balance$50,878
Benefits paid to participants$872,952
Plan auditUnmodified (clean) audit opinion
Plan history4
Yearassets · accounts · employer contribution
2025$7.3M · 143 accts · $412K emplr
2024$5.8M · 127 accts · $377K emplr
2023$4.5M · 116 accts · $371K emplr
2022$2.6M · 92 accts · $243K emplr
Administrative expenses, itemized · 2025
Recordkeeping & contract admin$17,832
Total administrative$17,832
The Capital Real Estate, LLC dba Avanti Residential, LLC 401(k) match · 2025
Employer contribution per active participant$1,680
Median for plans this size$1,464
2025$1,680 per active participant
2024$1,761 per active participant
2023$1,784 per active participant
2022$1,375 per active participant

Capital Real Estate, LLC dba Avanti Residential, LLC's 2025 employer contribution ran above the $1,464 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 2025 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20252
PRINCIPAL LIFE INSURANCE COMPANY · Contract administrator · Loan processing$17,831
MORNINGSTAR INVESTMENT MANAGEMENT L · Investment advisory (participants)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 history4
2025$17,832 · 0.27%
2024$15,124 · 0.30%
2023$21,801 · 0.61%
2022$23,882 · 1.01%
Same employer
Similar plansReal Estate & Leasing · Colorado
Nsa Op, LP CO$9.0M · 0.08%
Paulscorp, LLC CO$8.8M · 0.23%
A360, Inc. CO$7.8M · 0.54%
M Shared Services, LLC CO$7.2M · 0.58%
Engrain, Inc. CO$5.5M · 0.70%
Ca Senior Management, LLC CO$4.9M · 0.60%

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Source: U.S. Department of Labor, Form 5500 series, EIN 271922831 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.