Plan Ledger DOL Form 5500 · updated monthly

Eureka Realty Partners Inc dba Craig Realty Group401(k)

CRAIG REALTY GROUP RETIREMENT SAVINGS PLAN · NEWPORT BEACH, CA · plan year 2024

Reported admin expense ratio · 2024
0.81%

Eureka Realty Partners Inc dba Craig Realty Group reported $62,371 in plan administrative expenses for 2024: 0.81% of average plan assets, above the peer median. 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 rose from 0.43% to 0.81%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other management of companies employers. By assets it is among the smaller plans on file in California (6,068th of 9,483), and 602nd of 786 in management of companies.

Plan summary
Net assets, end of year$7,832,630
Participants with balances543
Active participants576
Employer contributions—
Employee contributions$1,038,740
Employer contribution per active participant—
Average account balance$14,425
Benefits paid to participants$1,563,939
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$7.8M · 543 accts
2023$7.6M · 411 accts
2022$5.9M · 106 accts
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$43,256
Investment management$19,115
Total administrative$62,371
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
TRANSAMERICA RETIREMENT SOLUTIONS · Recordkeeping · Loan processing$31,706
LPL FINANCIAL CORPORATION · Consulting · Insurance services$19,115
EUREKA REALTY PARTNERS INC DBA CRAI$11,550

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

Recordkeeper by year2
2024Transamerica
2023Transamerica

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Administrative cost history3
2024$62,371 · 0.81%
2023$36,978 · 0.55%
2022$27,249 · 0.43%
Same employer
Similar plansManagement of Companies · California
Cwr Industries, Inc. CA$12.6M · 0.03%
Alchemee, LLC CA$11.6M · 0.46%
Cfp Fire Protection, Inc. CA$10.4M · 0.22%
Campus Hollywood, Inc. CA$6.7M · 0.01%
R. W. Miner Corporation CA$5.9M · 0.04%
Newbasis, LLC CA$3.9M · 0.08%

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Source: U.S. Department of Labor, Form 5500 series, EIN 330678874 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.