Plan Ledger DOL Form 5500 · updated monthly

Capstone Real Estate Services, Inc.401(k)

CAPSTONE REAL ESTATE SERVICES, INC. RETIREMENT SAVINGS PLAN · AUSTIN, TX · plan year 2024

Reported admin expense ratio · 2024
0.13%

Capstone Real Estate Services, Inc. reported $8,870 in plan administrative expenses for 2024: 0.13% 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 0.19% to 0.13%. 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 Texas (3,608th of 5,688), and 1,339th of 2,096 in real estate & leasing.

Plan summary
Net assets, end of year$7,024,033
Participants with balances156
Active participants328
Employer contributions—
Employee contributions$272,862
Employer contribution per active participant—
Average account balance$45,026
Benefits paid to participants$1,078,970
Plan auditUnmodified (clean) audit opinion
AuditorATCHLEY & ASSOCIATES, LLP
Plan history3
Yearassets · accounts · employer contribution
2024$7.0M · 156 accts
2023$6.8M · 173 accts
2022$6.2M · 189 accts
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$8,870
Total administrative$8,870
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
STANCORP FINANCIAL GROUP · Claims processing · Recordkeeping$58,269

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

Recordkeeper by year2
2024The Standard
2023The Standard

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

Administrative cost history3
2024$8,870 · 0.13%
2023$8,647 · 0.13%
2022$14,077 · 0.19%
Same employer
Similar plansReal Estate & Leasing · Texas
Gh III Management, LLC TX$7.5M · 0.10%
Coury Hospitality, LLC TX$7.3M · 0.76%
National Hme, Inc. TX$7.0M · 0.87%
Katapult Group, Inc. TX$6.9M · 0.28%

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Source: U.S. Department of Labor, Form 5500 series, EIN 742566803 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.