Plan Ledger DOL Form 5500 · updated monthly

Continental Properties Company, Inc.401(k)

CONTINENTAL PROPERTIES COMPANY, INC. 401(K) SAVINGS PLAN · MENOMONEE FALLS, WI · plan year 2024

Reported admin expense ratio · 2024
0.04%

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

Continental Properties Company, Inc. reported $13,677 in plan administrative expenses for 2024: 0.04% of average plan assets, lower than ~75% of peers. Employer contributions averaged $1,458 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 0.01% to 0.04%. 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 554th-largest of 1,936 plans among Wisconsin employers on file, and the 398th of 2,096 in real estate & leasing. In 2024, employees put in $2.77 for every $1.00 the employer contributed; active participation has grown from 510 to 769 since 2022.

Plan summary
Net assets, end of year$34,932,569
Participants with balances797
Active participants769
Employer contributions$1,121,207
Employee contributions$3,108,507
Employer contribution per active participant$1,458
Average account balance$43,830
Benefits paid to participants$3,537,687
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$34.9M · 797 accts · $1.1M emplr
2023$29.5M · 712 accts · $976K emplr
2022$23.6M · 677 accts · $790K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$13,677
Total administrative$13,677
The Continental Properties Company, Inc. 401(k) match · 2024
Employer contribution per active participant$1,458
Median for plans this size$2,416
2024$1,458 per active participant
2023$1,870 per active participant
2022$1,550 per active participant

Continental Properties Company, Inc.'s 2024 employer contribution ran below 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 · 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$13,677 · 0.04%
2023$9,559 · 0.04%
2022$3,316 · 0.01%
Same employer
Similar plansReal Estate & Leasing · Wisconsin
Zilber LTD. WI$82.0M · 0.10%
Gorman & Company, LLC WI$35.8M · 0.30%
Shorewest Realtors, Inc. WI$35.2M · 0.01%
Catalyst Exhibits, Inc. WI$23.3M · 0.37%
Mandel Group, Inc. WI$18.3M · 0.27%

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Source: U.S. Department of Labor, Form 5500 series, EIN 391336954 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.