Plan Ledger DOL Form 5500 · updated monthly

Community Realty Management Inc401(k)

COMMUNITY REALTY MANAGEMENT 401(K) PLAN · SANATOGA, PA · plan year 2024

Reported admin expense ratio · 2024
0.88%

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

Community Realty Management Inc reported $68,310 in plan administrative expenses for 2024: 0.88% of average plan assets, higher than ~75% of peers. Employer contributions averaged $1,897 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 0.79% to 0.88%. 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 Pennsylvania (2,520th of 3,651), and 1,251st of 2,096 in real estate & leasing. In 2024, the employer put in $1.86 for every $1.00 employees contributed themselves; active participation has shrunk from 312 to 262 since 2022.

Plan summary
Net assets, end of year$8,057,725
Participants with balances390
Active participants262
Employer contributions$497,084
Employee contributions$266,709
Employer contribution per active participant$1,897
Average account balance$20,661
Benefits paid to participants$942,151
Plan auditUnmodified (clean) audit opinion
AuditorMCKONLY & ASBURY
Plan history3
Yearassets · accounts · employer contribution
2024$8.1M · 390 accts · $497K emplr
2023$7.4M · 423 accts · $545K emplr
2022$6.6M · 467 accts · $511K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$52,584
Investment management$15,726
Total administrative$68,310
The Community Realty Management Inc 401(k) match · 2024
Employer contribution per active participant$1,897
Median for plans this size$1,313
2024$1,897 per active participant
2023$1,938 per active participant
2022$1,637 per active participant

Community Realty Management Inc's 2024 employer contribution ran above the $1,313 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 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20241
UBS FINANCIAL SERVICES INC · Investment advisory (participants)$15,726

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$68,310 · 0.88%
2023$63,280 · 0.90%
2022$56,316 · 0.79%
Same employer
Similar plansReal Estate & Leasing · Pennsylvania
Rp Management Inc PA$8.2M · 0.14%
Kaiserman Company, Inc. PA$8.1M · 0.42%
The Klein Company PA$8.0M · 0.71%
S.W. Bajus, LTD. PA$7.9M · 0.44%
Continuum Companies, Inc. PA$7.5M · 0.14%
Lindy Property Management PA$7.5M · 0.00%

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Source: U.S. Department of Labor, Form 5500 series, EIN 222047188 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.