Plan Ledger DOL Form 5500 · updated monthly

Complete Property Services, Inc.401(k)

COMPLETE PROPERTY SERVICES, INC. 401(K) PLAN · TAMPA, FL · plan year 2024

Reported admin expense ratio · 2024
0.73%

Complete Property Services, Inc. reported $14,127 in plan administrative expenses for 2024: 0.73% of average plan assets, above the peer median. 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 0.68% to 0.73%. 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 Florida (3,087th of 3,644), and 1,843rd of 2,096 in real estate & leasing.

Plan summary
Net assets, end of year$2,107,799
Participants with balances148
Active participants125
Employer contributions—
Employee contributions$416,898
Employer contribution per active participant—
Average account balance$14,242
Benefits paid to participants$292,754
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$2.1M · 148 accts
2023$1.8M · 136 accts
2022$1.2M · 116 accts
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$13,527
Total administrative$14,127
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

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$14,127 · 0.73%
2023$7,879 · 0.54%
2022$7,734 · 0.68%
Similar plansReal Estate & Leasing · Florida
Housing Trust Group, LLC FL$2.5M · 0.62%
Belong Home, Inc. FL$2.0M · 0.53%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 593376883 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.