Plan Ledger DOL Form 5500 · updated monthly

Cws Capital Partners LLC401(k)

CWS SAVINGS PLAN (401(K)) · AUSTIN, TX · plan year 2024

Reported admin expense ratio · 2024
0.40%

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

Cws Capital Partners LLC reported $183,250 in plan administrative expenses for 2024: 0.40% of average plan assets, above the peer median. Employer contributions averaged $1,412 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 0.48% to 0.40%. 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 1,076th-largest of 5,688 plans among Texas employers on file, and the 293rd of 2,096 in real estate & leasing. In 2024, employees put in $2.69 for every $1.00 the employer contributed; active participation has grown from 840 to 1,001 since 2022.

Plan summary
Net assets, end of year$48,923,017
Participants with balances1,283
Active participants1,001
Employer contributions$1,412,961
Employee contributions$3,795,902
Employer contribution per active participant$1,412
Average account balance$38,132
Benefits paid to participants$4,142,082
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$48.9M · 1,283 accts · $1.4M emplr
2023$42.4M · 1,123 accts · $1.4M emplr
2022$35.4M · 1,063 accts · $1.2M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$114,821
Investment management$40,000
Audit (IQPA)$9,000
Total administrative$183,250
The Cws Capital Partners LLC 401(k) match · 2024
Employer contribution per active participant$1,412
Median for plans this size$2,416
2024$1,412 per active participant
2023$1,739 per active participant
2022$1,380 per active participant

Cws Capital Partners 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 · 20244
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$114,821
RPS RETIREMENT PLAN ADVISORS LLC · Investment advisory (plan)$40,000
RETIREMENT PLAN FIDUCIARIES · Other services$19,429
PEGGY S. EDGE, CPA, LLC · Accounting / audit$9,000

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$183,250 · 0.40%
2023$175,907 · 0.45%
2022$182,882 · 0.48%
Same employer
Similar plansReal Estate & Leasing · Texas
Rpm Living, LLC TX$64.4M · 0.80%
Rockpoint Management, LLC TX$60.8M · 0.02%
Belmont Village, L.P. TX$59.2M · 0.32%
Versabar, Incorporated TX$53.9M · 0.18%
Pritchard & Abbott, Inc. TX$48.8M · 0.23%
L & B Realty Advisors, LLP TX$40.9M · 0.01%
Crescent Real Estate LLC TX$39.7M · 0.17%

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Source: U.S. Department of Labor, Form 5500 series, EIN 330787121 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.