Plan Ledger DOL Form 5500 · updated monthly

Newpoint Real Estate Capital LLC401(k)

NEWPOINT REAL ESTATE CAPITAL LLC 401(K) PLAN · PLANO, TX · plan year 2022

Reported admin expense ratio · 2022
0.09%

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

Newpoint Real Estate Capital LLC reported $10,930 in plan administrative expenses for 2022: 0.09% of average plan assets, lower than ~75% of peers. Employer contributions averaged $8,858 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 26,806 comparable plans and shown alongside other finance & insurance employers. By assets it is the 2,551st-largest of 5,688 plans among Texas employers on file, and 3,606th of 4,798 in finance & insurance. In 2022, employees put in $1.17 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$13,926,458
Participants with balances263
Active participants250
Employer contributions$2,214,614
Employee contributions$2,593,770
Employer contribution per active participant$8,858
Average account balance$52,952
Benefits paid to participants$896,926
Plan auditUnmodified (clean) audit opinion
AuditorVASQUEZ AND COMPANY LLP
Administrative expenses, itemized · 2022
Investment management$8,371
Total administrative$10,930
The Newpoint Real Estate Capital LLC 401(k) match · 2022
Employer contribution per active participant$8,858
Median for plans this size$2,266

Newpoint Real Estate Capital LLC's 2022 employer contribution ran above the $2,266 median for plans its size, placing it in the top quarter of its peers. 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 2022 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Administrative cost history1
2022$10,930 · 0.09%
Similar plansFinance & Insurance · Texas
Insurance Zebra, Inc. TX$14.2M · 0.85%
Capital Bancorp, Inc. TX$14.2M · 0.03%
Union Square Credit Union TX$14.0M · 0.45%
Moody National Bank TX$13.7M · 0.26%
Texan Title Holdings, LLC TX$13.5M · 0.38%
Ltct Holdings LLC TX$13.4M · 1.07%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 943159818 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.