Plan Ledger DOL Form 5500 · updated monthly

City Ventures Professional Services, LLC401(k)

CITY VENTURES 401(K) PLAN · OMAHA, NE · plan year 2024

Reported admin expense ratio · 2024
0.50%

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

City Ventures Professional Services, LLC reported $15,643 in plan administrative expenses for 2024: 0.50% of average plan assets, below the peer median. Employer contributions averaged $1,012 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 0.54% to 0.50%. 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 Nebraska (494th of 565), and 1,679th of 2,096 in real estate & leasing. In 2024, employees put in $1.66 for every $1.00 the employer contributed; active participation has shrunk from 778 to 477 since 2022.

Plan summary
Net assets, end of year$3,607,248
Participants with balances724
Active participants477
Employer contributions$482,841
Employee contributions$802,577
Employer contribution per active participant$1,012
Average account balance$4,982
Benefits paid to participants$770,460
Plan auditUnmodified (clean) audit opinion
AuditorRYAN + MANN LLC
Plan history3
Yearassets · accounts · employer contribution
2024$3.6M · 724 accts · $483K emplr
2023$2.7M · 640 accts · $512K emplr
2022$1.5M · 138 accts · $262K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$14,305
Investment management$288
Total administrative$15,643
The City Ventures Professional Services, LLC 401(k) match · 2024
Employer contribution per active participant$1,012
Median for plans this size$1,313
2024$1,012 per active participant
2023$781 per active participant
2022$337 per active participant

City Ventures Professional Services, LLC'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.

Service providers · 20241
VOYA RETIREMENT INSURANCE & ANNUITY · Investment advisory (plan)$14,428

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$15,643 · 0.50%
2023$9,216 · 0.44%
2022$5,772 · 0.54%
Same employer
Similar plansReal Estate & Leasing · Nebraska
Slosburg Company NE$10.7M · 0.28%
The Tobin Group MI$3.6M · 0.33%
Baseline Energy Services TX$3.6M · 0.89%

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Source: U.S. Department of Labor, Form 5500 series, EIN 823678714 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.