What are the fees in the Community Development, Inc. 401(k) plan?

For plan year 2022, Community Development, Inc. reported $15,042 in plan administrative expenses, or 2.25% of average plan assets — higher than ~75% of peers. Fund-level expense ratios are not included in public filings.

What is the Community Development, Inc. 401(k) match?

In 2022, employer contributions to the Community Development, Inc. plan averaged $818 per active participant, above the $331 median for plans of similar size. Public filings report contribution dollars, not the match formula; the formula is in the plan's summary plan description.

What is the average account balance in the Community Development, Inc. 401(k)?

The average participant account balance was $21,160 for plan year 2022, based on 33 accounts.

Community Development, Inc.403(b)

Name: Community Development, Inc. 401(k) plan: Form 5500 data
Creator: U.S. Department of Labor

COMMUNITY DEVELOPMENT, INC. WITH SOMERSET PACIFIC, LLC 403(B) PLAN · GARDEN CITY, ID · plan year 2022

Reported admin expense ratio · 2022

2.25%

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

Community Development, Inc. reported $15,042 in plan administrative expenses for 2022: 2.25% of average plan assets, higher than ~75% of peers. Employer contributions averaged $818 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 under $1M size bracket, benchmarked here against 4,041 comparable plans and shown alongside other real estate & leasing employers. By assets it is among the smaller plans on file in Idaho (330th of 349), and 2,008th of 2,096 in real estate & leasing. In 2022, employees put in $3.22 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$698,267
Participants with balances33
Active participants71
Employer contributions$58,073
Employee contributions$187,233
Employer contribution per active participant$818
Average account balance$21,160
Benefits paid to participants$46,845
Plan auditUnmodified (clean) audit opinion
AuditorLEAVITT, CHRISTENSEN & CO PLLC

Administrative expenses, itemized · 2022

Recordkeeping & contract admin$15,042

Total administrative$15,042

The Community Development, Inc. 401(k) match · 2022

Employer contribution per active participant$818

Median for plans this size$331

Community Development, Inc.'s 2022 employer contribution ran above the $331 median for plans its size, placing it in the top 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

Your balance

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$15,042 · 2.25%

Similar plansReal Estate & Leasing · Idaho
Northwest Real Estate Capital Corp. ID$5.4M · 0.98%
Tates Rents, Inc. ID$2.9M · 0.90%
Tomlinson & Associates, Inc. ID$2.7M · 1.06%
Tablerock Residential ID$1.4M · 2.85%
Integrity Asset Management, LLC TX$742K · 1.94%
Great North Property Management, Inc. NH$712K · 1.27%
Rainier Management LTD TX$700K · 0.77%
Link Real Estate Group, LLC OH$699K · 0.09%

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Source: U.S. Department of Labor, Form 5500 series, EIN 820472704 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.