Plan Ledger DOL Form 5500 · updated monthly

Commercial Real Estate Exchange, Inc.401(k)

CREXI 401(K) PLAN · PLAYA VISTA, CA · plan year 2024

Reported admin expense ratio · 2024
0.93%

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

Commercial Real Estate Exchange, Inc. reported $64,286 in plan administrative expenses for 2024: 0.93% of average plan assets, higher than ~75% of peers. Employer contributions averaged $0 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 1.06% to 0.93%. 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 California (5,974th of 9,483), and 1,247th of 2,096 in real estate & leasing. active participation has grown from 299 to 345 since 2022.

Plan summary
Net assets, end of year$8,115,806
Participants with balances373
Active participants345
Employer contributions$0
Employee contributions$1,776,448
Employer contribution per active participant$0
Average account balance$21,758
Benefits paid to participants$560,327
Plan auditUnmodified (clean) audit opinion
AuditorLSL, LLP
Plan history3
Yearassets · accounts · employer contribution
2024$8.1M · 373 accts
2023$5.8M · 315 accts
2022$3.0M · 279 accts
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$64,286
Total administrative$64,286
The Commercial Real Estate Exchange, Inc. 401(k) match · 2024
Employer contribution per active participant$0
Median for plans this size$1,313

Commercial Real Estate Exchange, Inc.'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
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$64,286
AMERIPRISE FINANCIAL SERVICES INCindirect comp

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$64,286 · 0.93%
2023$44,184 · 1.00%
2022$25,142 · 1.06%
Same employer
Similar plansReal Estate & Leasing · California
Amusement Industry, Inc. CA$8.2M · 0.79%
Baco Realty Corporation CA$8.0M · 3.69%
Ray Stone Incorporated CA$8.0M · 0.22%

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Source: U.S. Department of Labor, Form 5500 series, EIN 472718061 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.