Plan Ledger DOL Form 5500 · updated monthly

Crm Rental Management, Inc.401(k)

CRM RENTAL MANAGEMENT, INC. PROFIT SHARING AND EMPLOYEE SAVINGS PLAN · ROME, NY · plan year 2024

Reported admin expense ratio · 2024
0.59%

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

Crm Rental Management, Inc. reported $22,649 in plan administrative expenses for 2024: 0.59% of average plan assets, above the peer median. Employer contributions averaged $1,178 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 0.63% to 0.59%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other real estate & leasing employers. By assets it is among the smaller plans on file in New York (4,643rd of 5,648), and 1,615th of 2,096 in real estate & leasing. In 2024, employees put in $1.41 for every $1.00 the employer contributed; active participation has grown from 129 to 199 since 2022.

Plan summary
Net assets, end of year$4,182,920
Participants with balances97
Active participants199
Employer contributions$234,340
Employee contributions$329,981
Employer contribution per active participant$1,178
Average account balance$43,123
Benefits paid to participants$336,350
Plan auditUnmodified (clean) audit opinion
AuditorDIMARCO, ABIUSI & PASCARELLA CPAS
Plan history3
Yearassets · accounts · employer contribution
2024$4.2M · 97 accts · $234K emplr
2023$3.5M · 100 accts · $197K emplr
2022$2.8M · 102 accts · $201K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$3,729
Trustee / custodial$18,920
Total administrative$22,649
The Crm Rental Management, Inc. 401(k) match · 2024
Employer contribution per active participant$1,178
Median for plans this size$1,313
2024$1,178 per active participant
2023$1,710 per active participant
2022$1,559 per active participant

Crm Rental Management, Inc.'s 2024 employer contribution ran below the $1,313 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
EPIC RETIREMENT PLAN SERVICES · Recordkeeping · Loan processingindirect comp
NBT BANK N.A. · Trustee$22,649

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

Recordkeeper by year2
2024EPIC RPS
2023EPIC RPS

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

Administrative cost history3
2024$22,649 · 0.59%
2023$20,269 · 0.65%
2022$18,874 · 0.63%
Similar plansReal Estate & Leasing · New York
New York Flower LLC NY$4.6M · 0.10%
Stonehenge Management LLC NY$4.5M · 0.06%
Capital Realty Group Inc NY$4.5M · 0.18%
Avenue One Services, Inc NY$4.1M · 0.16%
Compstak, Inc NY$3.4M · 0.47%

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Source: U.S. Department of Labor, Form 5500 series, EIN 160984838 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.