Plan Ledger DOL Form 5500 · updated monthly

Cresa Global, Inc.401(k)

CRESA 401(K) PLAN · WASHINGTON, DC · plan year 2024

Reported admin expense ratio · 2024
0.63%

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

Cresa Global, Inc. reported $138,015 in plan administrative expenses for 2024: 0.63% of average plan assets, higher than ~75% of peers. Employer contributions averaged $1,100 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 0.59% to 0.63%. 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 291st-largest of 618 plans among District of Columbia employers on file, and the 540th of 2,096 in real estate & leasing. In 2024, employees put in $4.07 for every $1.00 the employer contributed; active participation has grown from 248 to 624 since 2022.

Plan summary
Net assets, end of year$24,887,534
Participants with balances449
Active participants624
Employer contributions$686,257
Employee contributions$2,792,667
Employer contribution per active participant$1,100
Average account balance$55,429
Benefits paid to participants$2,536,567
Plan auditUnmodified (clean) audit opinion
AuditorAPRIO, LLP
Plan history3
Yearassets · accounts · employer contribution
2024$24.9M · 449 accts · $686K emplr
2023$18.8M · 525 accts · $634K emplr
2022$11.8M · 422 accts · $500K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$55,765
Investment management$46,250
Total administrative$138,015
The Cresa Global, Inc. 401(k) match · 2024
Employer contribution per active participant$1,100
Median for plans this size$2,416
2024$1,100 per active participant
2023$1,962 per active participant
2022$2,015 per active participant

Cresa Global, Inc.'s 2024 employer contribution ran below the $2,416 median for plans its size, in the bottom quarter of its peers. 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 · 20244
NFP RETIREMENT INC · Investment advisory (plan)$42,969
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$39,200
AGGREGATE RETIREMENT ADMIN SERVICE · Contract administrator · Other services$36,775

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$138,015 · 0.63%
2023$93,550 · 0.61%
2022$69,844 · 0.59%
Same employer
Similar plansReal Estate & Leasing · District of Columbia
The John Akridge Company DC$35.1M · 0.46%
Rga, Inc. DC$29.1M · 0.38%
Rise Companies Corp. DC$26.6M · 0.72%
Cloudhq LLC DC$16.1M · 0.27%
The Oliver Carr Company DC$12.6M · 0.27%

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Source: U.S. Department of Labor, Form 5500 series, EIN 814198347 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.