Plan Ledger DOL Form 5500 · updated monthly

Castlerock Communities, L.L.C.401(k)

CASTLEROCK COMMUNITIES, L.P. 401(K) PLAN · HOUSTON, TX · plan year 2024

Reported admin expense ratio · 2024
0.59%

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

Castlerock Communities, L.L.C. reported $52,946 in plan administrative expenses for 2024: 0.59% of average plan assets, above the peer median. Employer contributions averaged $183 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 0.43% to 0.59%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other construction employers. By assets it is among the smaller plans on file in Texas (3,062nd of 5,688), and 3,088th of 5,337 in construction. In 2024, employees put in $33.16 for every $1.00 the employer contributed; active participation has grown from 184 to 273 since 2022.

Plan summary
Net assets, end of year$10,052,962
Participants with balances317
Active participants273
Employer contributions$50,000
Employee contributions$1,657,877
Employer contribution per active participant$183
Average account balance$31,713
Benefits paid to participants$1,084,713
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$10.1M · 317 accts · $50K emplr
2023$7.8M · 207 accts · $40K emplr
2022$6.2M · 219 accts · $25K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$26,451
Investment management$26,495
Total administrative$52,946
The Castlerock Communities, L.L.C. 401(k) match · 2024
Employer contribution per active participant$183
Median for plans this size$1,313
2024$183 per active participant
2023$215 per active participant
2022$138 per active participant

Castlerock Communities, L.L.C.'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.

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 · 20242
FISHER ASSET MANAGEMENT · Investment advisory (plan)$25,544

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$52,946 · 0.59%
2023$16,604 · 0.24%
2022$26,920 · 0.43%
Same employer
Similar plansConstruction · Texas
Stylecraft Builders, Inc. TX$10.2M · 0.83%
Batjer & Associates, LLC TX$10.0M · 0.75%

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Source: U.S. Department of Labor, Form 5500 series, EIN 200825594 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.