Plan Ledger DOL Form 5500 · updated monthly

Rti/Community Management Associates, Inc.401(k)

RTI/COMMUNITY MANAGEMENT ASSOCIATES, INC. 401(K) SAVINGS PLAN · PLANO, TX · plan year 2023

Reported admin expense ratio · 2023
0.68%

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

Rti/Community Management Associates, Inc. reported $35,724 in plan administrative expenses for 2023: 0.68% of average plan assets, above the peer median. Employer contributions averaged $1,363 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 rose from 0.68% to 0.73%. The plan sits in the $1M–$10M size bracket, benchmarked here against 22,307 comparable plans and shown alongside other real estate & leasing employers. By assets it is among the smaller plans on file in Texas (3,880th of 5,688), and 1,437th of 2,096 in real estate & leasing. In 2023, employees put in $2.89 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$5,713,089
Participants with balances137
Active participants124
Employer contributions$169,024
Employee contributions$488,983
Employer contribution per active participant$1,363
Average account balance$41,701
Benefits paid to participants$485,126
Plan auditUnmodified (clean) audit opinion
AuditorGARRETY AND ASSOCIATES CPA, LLC
Plan history4
Yearassets · accounts · employer contribution
2025$0
2024$4.8M · 144 accts · $174K emplr
2023$5.7M · 137 accts · $169K emplr
2022$4.8M · 136 accts · $170K emplr
Administrative expenses, itemized · 2023
Recordkeeping & contract admin$35,724
Total administrative$35,724
The Rti/Community Management Associates, Inc. 401(k) match · 2023
Employer contribution per active participant$1,363
Median for plans this size$1,308
2024$1,290 per active participant
2023$1,363 per active participant
2022$1,280 per active participant

Rti/Community Management Associates, Inc.'s 2023 employer contribution ran above the $1,308 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 2023 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20233
DEFINITI LLC · Contract administrator$11,927
AMERIPRISE FINANCIAL SERVICES LLCindirect comp

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

Administrative cost history4
2025Not separately reported
2024$38,296 · 0.73%
2023$35,724 · 0.68%
2022$38,538 · 0.68%
Same employer
Similar plansReal Estate & Leasing · Texas
Homeward, Inc. TX$5.9M · 1.07%
Medve Group Inc TX$5.9M · 0.15%
Allpoints Services Corp. TX$5.8M · 0.44%
Patten Gp, LLC TX$5.8M · 0.09%
Sueba USA Corporation TX$5.7M · 0.08%
Columbia IT Inc. TX$5.4M · 0.06%

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Source: U.S. Department of Labor, Form 5500 series, EIN 751892308 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.