Carter-Haston Real Estate Services, Inc.401(k)
CARTER-HASTON REAL ESTATE SERVICES, INC. 401(K) PROFIT SHARING PLAN · NASHVILLE, TN · plan year 2024
Peer grade: B · admin costs + employer contributions vs same-size plans · how grading works
Carter-Haston Real Estate Services, Inc. reported $3,525 in plan administrative expenses for 2024: 0.08% of average plan assets, lower than ~75% of peers. Employer contributions averaged $273 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.
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 Tennessee (1,056th of 1,496), and 1,489th of 2,096 in real estate & leasing. In 2024, employees put in $7.98 for every $1.00 the employer contributed; active participation has grown from 334 to 413 since 2022.
Carter-Haston Real Estate Services, Inc.'s 2024 employer contribution ran below the $1,313 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.
Annual cost at the plan's reported 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.
Why are you looking at this plan?
Source: U.S. Department of Labor, Form 5500 series, EIN 621345197 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.