Plan Ledger DOL Form 5500 · updated monthly

Class Valuation, LLC401(k)

CLASS VALUATION, LLC 401(K) PLAN · TROY, MI · plan year 2024

Reported admin expense ratio · 2024
0.64%

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

Class Valuation, LLC reported $99,881 in plan administrative expenses for 2024: 0.64% of average plan assets, higher than ~90% of peers. Employer contributions averaged $2,751 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 0.72% to 0.64%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other real estate & leasing employers. By assets it is the 1,114th-largest of 2,619 plans among Michigan employers on file, and the 736th of 2,096 in real estate & leasing. In 2024, employees put in $1.73 for every $1.00 the employer contributed; active participation has grown from 445 to 604 since 2022.

Plan summary
Net assets, end of year$18,009,449
Participants with balances657
Active participants604
Employer contributions$1,661,903
Employee contributions$2,870,298
Employer contribution per active participant$2,751
Average account balance$27,412
Benefits paid to participants$2,355,444
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$18.0M · 657 accts · $1.7M emplr
2023$13.2M · 618 accts · $1.3M emplr
2022$8.5M · 689 accts · $1.1M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$92,381
Investment management$7,500
Total administrative$99,881
The Class Valuation, LLC 401(k) match · 2024
Employer contribution per active participant$2,751
Median for plans this size$2,416
2024$2,751 per active participant
2023$2,561 per active participant
2022$2,536 per active participant

Class Valuation, LLC's 2024 employer contribution ran above 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 · 20242
THE VANGUARD GROUP, INC. · Loan processing · Recordkeeping$7,500
TAMMA CAPITAL LLC · Investment advisory (plan)$92,381

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Recordkeeper by year2
2024Vanguard
2023Vanguard

Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$99,881 · 0.64%
2023$88,826 · 0.82%
2022$44,436 · 0.72%
Same employer
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Oakland Management Corp MI$19.6M · 0.28%
Singh Management Co., LLC MI$18.8M · 0.00%
Kmg Prestige Incorporated MI$18.7M · 0.12%
Vandyk Mortgage Corporation MI$18.3M · 0.32%
Jack Doheny Company MI$16.6M · 0.49%
Friedman Management Company MI$15.4M · 0.75%
Cinnaire Corporation MI$15.4M · 0.45%
Lautrec, LTD. MI$14.9M · 0.01%

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Source: U.S. Department of Labor, Form 5500 series, EIN 320285326 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.