Plan Ledger DOL Form 5500 · updated monthly

The Caton Companies401(k)

THE CATON COMPANIES EMPLOYEE SAVINGS AND RETIREMENT PLAN · CHARLOTTESVILLE, VA · plan year 2024

Reported admin expense ratio · 2024
0.09%

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

The Caton Companies reported $24,733 in plan administrative expenses for 2024: 0.09% of average plan assets, lower than ~75% of peers. Employer contributions averaged $2,621 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 has held roughly steady near 0.091%. 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 746th-largest of 2,266 plans among Virginia employers on file, and the 457th of 2,096 in real estate & leasing. In 2024, employees put in $1.83 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$29,783,572
Participants with balances496
Active participants324
Employer contributions$849,193
Employee contributions$1,552,574
Employer contribution per active participant$2,621
Average account balance$60,048
Benefits paid to participants$1,744,793
Plan auditUnmodified (clean) audit opinion
AuditorROBINSON FARMER COX
Plan history2
Yearassets · accounts · employer contribution
2024$29.8M · 496 accts · $849K emplr
2023$24.7M · 500 accts · $741K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$18,846
Investment management$5,887
Total administrative$24,733
The The Caton Companies 401(k) match · 2024
Employer contribution per active participant$2,621
Median for plans this size$2,416
2024$2,621 per active participant
2023$2,414 per active participant

The Caton Companies's 2024 employer contribution ran above 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 · 20242
ADP, INC. · Loan processing · Recordkeeping$24,733
ADP BROKER-DEALERindirect comp

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

Recordkeeper by year2
2024ADP
2023ADP

Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history2
2024$24,733 · 0.09%
2023$21,000 · 0.09%
Similar plansReal Estate & Leasing · Virginia
Drucker & Falk, Inc. VA$38.7M · 0.03%
S. L. Nusbaum Realty Co. VA$33.9M · 0.44%
Palms Associates, LLC VA$30.9M · 0.04%
Paradigm Management II LP VA$30.5M · 0.40%
Grayco, Inc. VA$24.9M · 0.29%
Paradigm Management II LP VA$23.2M · 0.37%

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Source: U.S. Department of Labor, Form 5500 series, EIN 990387761 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.