Plan Ledger DOL Form 5500 · updated monthly

Capital Realty Group Inc401(k)

CAPITAL REALTY GROUP INC 401(K) PROFIT SHARING PLAN & TRUST · SPRING VALLEY, NY · plan year 2024

Reported admin expense ratio · 2024
0.18%

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

Capital Realty Group Inc reported $6,946 in plan administrative expenses for 2024: 0.18% of average plan assets, lower than ~75% of peers. Employer contributions averaged $810 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 1.04% to 0.18%. 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 New York (4,589th of 5,648), and 1,584th of 2,096 in real estate & leasing. In 2024, employees put in $1.61 for every $1.00 the employer contributed; active participation has grown from 334 to 405 since 2022.

Plan summary
Net assets, end of year$4,464,558
Participants with balances210
Active participants405
Employer contributions$327,875
Employee contributions$528,892
Employer contribution per active participant$810
Average account balance$21,260
Benefits paid to participants$316,938
Plan auditUnmodified (clean) audit opinion
AuditorFASTEN HALBERSTAM LLP
Plan history3
Yearassets · accounts · employer contribution
2024$4.5M · 210 accts · $328K emplr
2023$3.4M · 179 accts · $256K emplr
2022$2.6M · 166 accts · $197K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$6,946
Total administrative$6,946
The Capital Realty Group Inc 401(k) match · 2024
Employer contribution per active participant$810
Median for plans this size$1,313
2024$810 per active participant
2023$692 per active participant
2022$591 per active participant

Capital Realty Group Inc's 2024 employer contribution ran below the $1,313 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.

Administrative cost history3
2024$6,946 · 0.18%
2023$23,249 · 0.78%
2022$26,856 · 1.04%
Similar plansReal Estate & Leasing · New York
Clover Management, Inc. NY$4.6M · 0.22%
Spruce Holdings Inc. NY$4.6M · 0.36%
New York Flower LLC NY$4.6M · 0.10%
Stonehenge Management LLC NY$4.5M · 0.06%
Avenue One Services, Inc NY$4.1M · 0.16%

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Source: U.S. Department of Labor, Form 5500 series, EIN 201127702 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.