Plan Ledger DOL Form 5500 · updated monthly

Community Management Associates, Inc.401(k)

CMA RETIREMENT PLAN · ATLANTA, GA · plan year 2024

Reported admin expense ratio · 2024
0.13%

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

Community Management Associates, Inc. reported $11,719 in plan administrative expenses for 2024: 0.13% of average plan assets, lower than ~75% of peers. Employer contributions averaged -$13 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 rose from 0.05% to 0.13%. 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 Georgia (1,298th of 2,160), and 1,164th of 2,096 in real estate & leasing.

Plan summary
Net assets, end of year$9,159,206
Participants with balances132
Active participants288
Employer contributions-$3,709
Employee contributions$812,246
Employer contribution per active participant-$13
Average account balance$69,388
Benefits paid to participants$994,032
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$9.2M · 132 accts
2023$8.3M · 129 accts · $4K emplr
2022$7.0M · 135 accts · $131K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$11,719
Total administrative$11,719
The Community Management Associates, Inc. 401(k) match · 2024
Employer contribution per active participant-$13
Median for plans this size$1,313
2023$11 per active participant
2022$431 per active participant

Community Management Associates, 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 · 20244
ORENDA RETIREMENT LLC · Contract administrator · Other services$7,615
PRINCIPAL LIFE INSURANCE COMPANY · Contract administrator · Loan processing$4,106
TRUST ADVISORY SERVICES, INC. · Investment advisory (plan)indirect comp
WILSHIRE ASSOCIATED INCORPORATED · Investment advisory (plan)indirect 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$11,719 · 0.13%
2023$6,413 · 0.08%
2022$3,344 · 0.05%
Similar plansReal Estate & Leasing · Georgia
Resicap Payroll LLC GA$10.2M · 0.69%
On Services, LLC GA$9.1M · 0.64%
Eci Construction, LLC GA$8.6M · 1.45%

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Source: U.S. Department of Labor, Form 5500 series, EIN 581920396 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.