Plan Ledger DOL Form 5500 · updated monthly

Crestline Investors, Inc401(k)

CRESTLINE INVESTORS, INC. 401(K) PLAN · FORT WORTH, TX · plan year 2024

Reported admin expense ratio · 2024
0.04%

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

Crestline Investors, Inc reported $17,030 in plan administrative expenses for 2024: 0.04% of average plan assets, lower than ~75% of peers. Employer contributions averaged $7,740 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 0.09% to 0.04%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other finance & insurance employers. By assets it is the 1,159th-largest of 5,688 plans among Texas employers on file, and the 1,830th of 4,798 in finance & insurance. In 2024, employees put in $1.92 for every $1.00 the employer contributed; active participation has grown from 160 to 214 since 2022.

Plan summary
Net assets, end of year$44,184,081
Participants with balances248
Active participants214
Employer contributions$1,656,256
Employee contributions$3,184,056
Employer contribution per active participant$7,740
Average account balance$178,162
Benefits paid to participants$2,130,187
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$44.2M · 248 accts · $1.7M emplr
2023$35.7M · 221 accts · $1.4M emplr
2022$26.5M · 189 accts · $1.1M emplr
Administrative expenses, itemized · 2024
Investment management$28,496
Total administrative$17,030
The Crestline Investors, Inc 401(k) match · 2024
Employer contribution per active participant$7,740
Median for plans this size$2,416
2024$7,740 per active participant
2023$7,533 per active participant
2022$7,005 per active participant

Crestline Investors, Inc'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 · 20242
KESTRA INVESTMENT SERVICES LLC · Investment advisory (plan)$28,496
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processingindirect 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$17,030 · 0.04%
2023$6,868 · 0.02%
2022$25,968 · 0.09%
Same employer
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Vantage Bank Texas TX$44.9M · 0.32%
Industry Bancshares Inc TX$44.3M · 0.15%
Jefferson Bancshares, Inc. TX$43.4M · 0.02%
Texas Partners Bank TX$43.1M · 0.20%
Envoy Mortgage, LTD TX$41.2M · 0.22%

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Source: U.S. Department of Labor, Form 5500 series, EIN 752741654 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.