Plan Ledger DOL Form 5500 · updated monthly

Community Management Holdings Topco, LLC401(k)

COMMUNITY MANAGEMENT HOLDINGS 401(K) SALARY REDUCTION PLAN · SCOTTSDALE, AZ · plan year 2024

Reported admin expense ratio · 2024
0.50%

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

Community Management Holdings Topco, LLC reported $104,007 in plan administrative expenses for 2024: 0.50% of average plan assets, higher than ~75% of peers. Employer contributions averaged $678 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 $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other real estate & leasing employers. By assets it is the 342nd-largest of 1,285 plans among Arizona employers on file, and the 601st of 2,096 in real estate & leasing. In 2024, employees put in $4.68 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$22,451,420
Participants with balances1,068
Active participants941
Employer contributions$637,873
Employee contributions$2,984,486
Employer contribution per active participant$678
Average account balance$21,022
Benefits paid to participants$3,498,273
Plan auditUnmodified (clean) audit opinion
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$49,756
Investment management$54,251
Total administrative$104,007
The Community Management Holdings Topco, LLC 401(k) match · 2024
Employer contribution per active participant$678
Median for plans this size$2,416

Community Management Holdings Topco, LLC's 2024 employer contribution ran below the $2,416 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
JOHN HANCOCK · Recordkeeping$50,544
GLOBAL RETIREMENT PARTNERS LLC · Investment advisory (plan)$53,463

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

Administrative cost history1
2024$104,007 · 0.50%
Similar plansReal Estate & Leasing · Arizona
Progress Residential AZ$61.4M · 0.57%
Robson Communities, Inc. AZ$51.5M · 0.11%
Vestar Properties, Inc. AZ$22.4M · 0.29%
Store Capital Advisors, LLC AZ$15.3M · 0.44%

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Source: U.S. Department of Labor, Form 5500 series, EIN 331610276 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.