Plan Ledger DOL Form 5500 · updated monthly

Crescent Real Estate LLC401(k)

CRESCENT REAL ESTATE LLC 401(K) PLAN · FORT WORTH, TX · plan year 2024

Reported admin expense ratio · 2024
0.17%

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

Crescent Real Estate LLC reported $63,615 in plan administrative expenses for 2024: 0.17% of average plan assets, below the peer median. Employer contributions averaged $9,354 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 0.16% to 0.17%. 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 1,247th-largest of 5,688 plans among Texas employers on file, and the 353rd of 2,096 in real estate & leasing. In 2024, employees put in $1.41 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$39,744,872
Participants with balances112
Active participants100
Employer contributions$935,415
Employee contributions$1,315,462
Employer contribution per active participant$9,354
Average account balance$354,865
Benefits paid to participants$2,510,311
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$39.7M · 112 accts · $935K emplr
2023$34.5M · 175 accts · $854K emplr
2022$32.6M · 198 accts · $857K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$26,784
Investment management$32,895
Total administrative$63,615
The Crescent Real Estate LLC 401(k) match · 2024
Employer contribution per active participant$9,354
Median for plans this size$2,416
2024$9,354 per active participant
2023$8,457 per active participant
2022$8,081 per active participant

Crescent Real Estate LLC's 2024 employer contribution ran above the $2,416 median for plans its size, placing it in the top 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
KESTRA ADVISORY SERVICES LLC · Investment advisory (plan)$25,000
EMPOWER ADVISORY GROUP, LLC · Investment management$7,895
SNELL & WILMER LLP · Legal$3,936

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$63,615 · 0.17%
2023$52,990 · 0.16%
2022$58,845 · 0.16%
Same employer
Similar plansReal Estate & Leasing · Texas
Versabar, Incorporated TX$53.9M · 0.18%
Cws Capital Partners LLC TX$48.9M · 0.40%
Pritchard & Abbott, Inc. TX$48.8M · 0.23%
L & B Realty Advisors, LLP TX$40.9M · 0.01%
Metro National Corporation TX$38.0M · 0.20%
Hall Financial Group, LTD TX$37.4M · 0.02%

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Source: U.S. Department of Labor, Form 5500 series, EIN 752752117 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.