Plan Ledger DOL Form 5500 · updated monthly

Commerce Capital Partners, LLC401(k)

COMMERCE CAPITAL PARTNERS, LLC 401(K) PLAN · SAN ANTONIO, TX · plan year 2022

Reported admin expense ratio · 2022
0.11%

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

Commerce Capital Partners, LLC reported $2,670 in plan administrative expenses for 2022: 0.11% of average plan assets, lower than ~75% of peers. Employer contributions averaged $1,472 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.

The plan sits in the $1M–$10M size bracket, benchmarked here against 30,021 comparable plans and shown alongside other real estate & leasing employers. By assets it is among the smaller plans on file in Texas (4,841st of 5,688), and 1,835th of 2,096 in real estate & leasing. In 2022, employees put in $1.83 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$2,200,659
Participants with balances48
Active participants84
Employer contributions$123,612
Employee contributions$225,718
Employer contribution per active participant$1,472
Average account balance$45,847
Benefits paid to participants$164,016
Plan auditUnmodified (clean) audit opinion
AuditorMETZ & ASSOCIATES, PLLC
Administrative expenses, itemized · 2022
Recordkeeping & contract admin$2,670
Total administrative$2,670
The Commerce Capital Partners, LLC 401(k) match · 2022
Employer contribution per active participant$1,472
Median for plans this size$1,114

Commerce Capital Partners, LLC's 2022 employer contribution ran above the $1,114 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 2022 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Administrative cost history1
2022$2,670 · 0.11%
Same employer
Similar plansReal Estate & Leasing · Texas
Tradition Management, LLC TX$2.6M · 0.48%
Dayrise Residential, LLC TX$2.5M · 0.21%
Frontline Anterra, LLC TX$2.0M · 1.11%
Pjc Investments LLC TX$2.0M · 0.62%

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Source: U.S. Department of Labor, Form 5500 series, EIN 208777091 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.