Plan Ledger DOL Form 5500 · updated monthly

Case Design/Remodeling,Inc.401(k)

THE CASE DESIGN/REMODELING, INC. 401(K) RETIREMENT SAVINGS PLAN · BETHESDA, MD · plan year 2024

Reported admin expense ratio · 2024
0.49%

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

Case Design/Remodeling,Inc. reported $105,901 in plan administrative expenses for 2024: 0.49% of average plan assets, higher than ~75% of peers. Employer contributions averaged $1,515 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 rose from 0.38% to 0.49%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other construction employers. By assets it is the 606th-largest of 1,671 plans among Maryland employers on file, and the 1,887th of 5,337 in construction. In 2024, employees put in $5.32 for every $1.00 the employer contributed; active participation has shrunk from 155 to 131 since 2022.

Plan summary
Net assets, end of year$22,112,705
Participants with balances160
Active participants131
Employer contributions$198,525
Employee contributions$1,055,724
Employer contribution per active participant$1,515
Average account balance$138,204
Benefits paid to participants$2,792,782
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$22.1M · 160 accts · $199K emplr
2023$21.2M · 179 accts · $199K emplr
2022$18.5M · 185 accts · $185K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$105,901
Total administrative$105,901
The Case Design/Remodeling,Inc. 401(k) match · 2024
Employer contribution per active participant$1,515
Median for plans this size$2,416
2024$1,515 per active participant
2023$1,337 per active participant
2022$1,197 per active participant

Case Design/Remodeling,Inc.'s 2024 employer contribution ran below the $2,416 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.

Service providers · 20244
JOHN HANCOCK · Recordkeeping · Loan processing$127
PRINCIPAL LIFE INSURANCE COMPANY · Contract administrator · Loan processing$105,774
MORNINGSTAR INVESTMENT MANAGEMENT L · Investment advisory (participants)indirect comp
WILSHIRE ADVISORS 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 history3
2024$105,901 · 0.49%
2023$79,330 · 0.40%
2022$76,768 · 0.38%
Same employer
Similar plansConstruction · Maryland
Morgan-Keller, Inc. MD$22.5M · 0.32%
John C. Grimberg Co. Inc. MD$22.3M · 0.04%
Buch Construction, Inc. MD$21.5M · 0.41%

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Source: U.S. Department of Labor, Form 5500 series, EIN 521708950 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.