Plan Ledger DOL Form 5500 · updated monthly

Crowdstreet, Inc.401(k)

CROWDSTREET, INC. 401(K) PLAN · AUSTIN, TX · plan year 2024

Reported admin expense ratio · 2024
0.46%

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

Crowdstreet, Inc. reported $37,721 in plan administrative expenses for 2024: 0.46% of average plan assets, below the peer median. Employer contributions averaged $1,166 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 0.51% to 0.46%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other finance & insurance employers. By assets it is among the smaller plans on file in Texas (3,186th of 5,688), and 4,065th of 4,798 in finance & insurance. In 2024, employees put in $11.16 for every $1.00 the employer contributed; active participation has shrunk from 190 to 106 since 2022.

Plan summary
Net assets, end of year$9,193,262
Participants with balances206
Active participants106
Employer contributions$123,619
Employee contributions$1,379,304
Employer contribution per active participant$1,166
Average account balance$44,627
Benefits paid to participants$910,732
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$9.2M · 206 accts · $124K emplr
2023$7.2M · 202 accts · $307K emplr
2022$5.6M · 245 accts · $390K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$24,762
Investment management$6,659
Audit (IQPA)$6,300
Total administrative$37,721
The Crowdstreet, Inc. 401(k) match · 2024
Employer contribution per active participant$1,166
Median for plans this size$1,313
2024$1,166 per active participant
2023$2,791 per active participant
2022$2,050 per active participant

Crowdstreet, 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
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$24,762
STRATEGIC ADVISORS, INC. · Investment advisory (plan)$6,659
MOSS ADAMS LLP · Accounting / audit$6,300

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$37,721 · 0.46%
2023$28,747 · 0.45%
2022$24,523 · 0.51%
Same employer
Similar plansFinance & Insurance · Texas
Bc&L, Inc. TX$9.2M · 0.20%
Cis Group, LLC TX$8.8M · 0.81%
Texas Bank TX$8.7M · 0.18%

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Source: U.S. Department of Labor, Form 5500 series, EIN 462977615 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.