Plan Ledger DOL Form 5500 · updated monthly

Comstock Holding Companies, Inc.401(k)

COMSTOCK HOLDING COMPANIES, INC. 401(K) PLAN · RESTON, VA · plan year 2024

Reported admin expense ratio · 2024
0.39%

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

Comstock Holding Companies, Inc. reported $54,867 in plan administrative expenses for 2024: 0.39% of average plan assets, above the peer median. Employer contributions averaged $3,093 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 fell from 0.57% to 0.39%. 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 among the smaller plans on file in Virginia (1,142nd of 2,266), and the 805th of 2,096 in real estate & leasing. In 2024, employees put in $2.27 for every $1.00 the employer contributed; active participation has grown from 146 to 212 since 2022.

Plan summary
Net assets, end of year$15,961,412
Participants with balances281
Active participants212
Employer contributions$655,792
Employee contributions$1,490,003
Employer contribution per active participant$3,093
Average account balance$56,802
Benefits paid to participants$1,618,607
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$16.0M · 281 accts · $656K emplr
2023$12.4M · 210 accts · $619K emplr
2022$8.8M · 201 accts · $575K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$23,526
Investment management$9,972
Total administrative$54,867
The Comstock Holding Companies, Inc. 401(k) match · 2024
Employer contribution per active participant$3,093
Median for plans this size$2,416
2024$3,093 per active participant
2023$3,866 per active participant
2022$3,941 per active participant

Comstock Holding Companies, Inc.'s 2024 employer contribution ran above the $2,416 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 · 20243
MERRILL LYNCH PIERCE FENNER & SMITH · Pension consulting · Investment advisory (plan)$31,341
PRINCIPAL LIFE INSURANCE COMPANY · Contract administrator · Loan processing$23,526
MORNINGSTAR INVESTMENT MANAGEMENT L · Investment advisory (participants)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$54,867 · 0.39%
2023$39,006 · 0.37%
2022$55,515 · 0.57%
Same employer
Similar plansReal Estate & Leasing · Virginia
Kpm, LLC VA$18.0M · 0.02%

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Source: U.S. Department of Labor, Form 5500 series, EIN 201164345 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.