Plan Ledger DOL Form 5500 · updated monthly

Claremont Property Co.401(k)

CLAREMONT PROPERTY CO. 401(K) PLAN · BELLAIRE, TX · plan year 2024

Reported admin expense ratio · 2024
0.14%

Claremont Property Co. reported $670 in plan administrative expenses for 2024: 0.14% 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.

The plan sits in the under $1M size bracket, benchmarked here against 1,109 comparable plans and shown alongside other construction employers. By assets it is among the smaller plans on file in Texas (5,412th of 5,688), and 5,200th of 5,337 in construction.

Plan summary
Net assets, end of year$590,067
Participants with balances99
Active participants100
Employer contributions—
Employee contributions$218,700
Employer contribution per active participant—
Average account balance$5,960
Benefits paid to participants$93,977
Plan auditUnmodified (clean) audit opinion
AuditorMAHESH DESAI, CPA
Administrative expenses, itemized · 2024
Investment management$670
Total administrative$670
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.

Administrative cost history1
2024$670 · 0.14%
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Trismart Solar LLC TX$558K · 3.15%
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Msf Electric, Inc. TX$422K · 0.15%

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Source: U.S. Department of Labor, Form 5500 series, EIN 760640759 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.