Plan Ledger DOL Form 5500 · updated monthly

Copt Defense Properties, LP401(k)

COPT DEFENSE PROPERTIES, LP EMPLOYEE RETIREMENT SAVINGS PLAN · COLUMBIA, MD · plan year 2024

Reported admin expense ratio · 2024
0.06%

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

Copt Defense Properties, LP reported $57,993 in plan administrative expenses for 2024: 0.06% of average plan assets, lower than ~75% of peers. Employer contributions averaged $4,873 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 0.04% to 0.06%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other real estate & leasing employers. By assets it is the 160th-largest of 1,671 plans among Maryland employers on file, and the 114th of 2,096 in real estate & leasing. In 2024, employees put in $2.32 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$108,686,089
Participants with balances568
Active participants423
Employer contributions$2,061,282
Employee contributions$4,782,089
Employer contribution per active participant$4,873
Average account balance$191,349
Benefits paid to participants$11,665,987
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$108.7M · 568 accts · $2.1M emplr
2023$98.7M · 561 accts · $1.8M emplr
2022$82.4M · 608 accts · $1.7M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$57,993
Total administrative$57,993
The Copt Defense Properties, LP 401(k) match · 2024
Employer contribution per active participant$4,873
Median for plans this size$3,635
2024$4,873 per active participant
2023$4,434 per active participant
2022$4,419 per active participant

Copt Defense Properties, LP's 2024 employer contribution ran above the $3,635 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 · 20242
T ROWE PRICE RPS INC · Recordkeeping · Trustee$57,993
CHARLES SCHWAB & CO., INC. · Securities brokerageindirect comp

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

Recordkeeper by year2
2024T. Rowe Price
2023T. Rowe Price

Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$57,993 · 0.06%
2023$53,129 · 0.06%
2022$37,488 · 0.04%
Same employer
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Source: U.S. Department of Labor, Form 5500 series, EIN 232930022 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.