Plan Ledger DOL Form 5500 · updated monthly

Crm Management, LLC401(k)

CRM MANAGEMENT, LLC 401(K) PROFIT SHARING PLAN · HOLLYWOOD, FL · plan year 2024

Reported admin expense ratio · 2024
0.55%

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

Crm Management, LLC reported $60,602 in plan administrative expenses for 2024: 0.55% of average plan assets, higher than ~75% of peers. Employer contributions averaged $1,927 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.

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 1,592nd-largest of 3,644 plans among Florida employers on file, and the 988th of 2,096 in real estate & leasing. In 2024, employees put in $2.02 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$11,947,137
Participants with balances177
Active participants174
Employer contributions$335,264
Employee contributions$676,883
Employer contribution per active participant$1,927
Average account balance$67,498
Benefits paid to participants$373,073
Plan auditUnmodified (clean) audit opinion
AuditorKSDT AND COMPANY
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$27,407
Investment management$33,195
Total administrative$60,602
The Crm Management, LLC 401(k) match · 2024
Employer contribution per active participant$1,927
Median for plans this size$2,416

Crm Management, LLC'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 · 20243
GALLAGHER BENEFIT SERVICES INC DBA · Investment advisory (plan)$25,658
EMPOWER ADVISORY GROUP, LLC · Investment management$7,536

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

Administrative cost history1
2024$60,602 · 0.55%
Same employer
Similar plansReal Estate & Leasing · Florida
Daily Management, Inc. FL$14.5M · 0.66%
Cenvill Recreation, Inc FL$12.5M · 0.39%
Accesso Partners, LLC FL$11.9M · 0.34%

Why are you looking at this plan?

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Source: U.S. Department of Labor, Form 5500 series, EIN 320721536 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.