# Capital Square Realty Advisors, LLC Dba Capital Square 401(k) Plan
Source: https://planprovider.pro/companies/capital-square-realty-advisors-llc-dba-capital-square-401k-plan

> Capital Square Realty Advisors, LLC Dba Capital Square's 401(k) plan: 342 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Capital Square Realty Advisors, LLC Dba Capital Square

- **Sponsor EIN:** 461281600

- **Sponsor Address:** 4851 LAKE BROOK ROAD, GLEN ALLEN, VA, 23060

- **Plan Type:** 401(k)

- **Total Participants:** 342

- **Total Assets:** $8.4M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** Yes

- **Participant Loans:** No

- **Participant-Directed Investments:** Yes

- **ERISA Section 404(c) Fiduciary Safe Harbor:** Yes

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|342|$8.4M|$469,081|$1.2M|

| 2023|249|$6.7M|$793,931|$1.2M|

| 2022|105|$3.7M|$511,954|$861,899|

## Service Providers (Schedule C)

Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).

| Provider Name|
Role|
Direct Compensation|
Indirect Compensation|
Total Fees|

| CARY STREET PARTNERS INVESTMENT AD|INVESTMENT ADVISOR|$7,161|—|$7,161|

| FIDELITY INVESTMENTS INSTITUTIONAL|RECORDKEEPER|$5,891|—|$5,891|

| KEITER|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [CARY STREET PARTNERS INVESTMENT AD](https://planprovider.pro/provider/cary-street-partners) — INVESTMENT ADVISOR

- [FIDELITY INVESTMENTS INSTITUTIONAL](https://planprovider.pro/provider/fidelity-investments) — RECORDKEEPER

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $13,052

- **Estimated Expense Ratio:** 0.155% of plan assets

### Historical Administrative Expenses

Breakdown of administrative expense categories reported on Form 5500 filings.

| Year|
Total Admin Expenses|
Investment Mgmt Fees|
Contract Admin Fees|
IQPA Audit Fees|
Professional Fees|

| 2024|$14,237|$983|—|—|—|

| 2023|$620,542|—|$1,667|—|—|

| 2022|$314,766|—|$541|—|—|

## Similar Plans

- [The Caton Companies](https://planprovider.pro/companies/the-caton-companies-401k-plan) — 324 participants

- [The Breeden Company, INC.](https://planprovider.pro/companies/the-breeden-company-inc-401k-plan) — 316 participants

- [Paradigm Management Ii LP](https://planprovider.pro/companies/paradigm-management-ii-lp-401k-plan-001) — 313 participants

- [The Building People, LLC](https://planprovider.pro/companies/the-building-people-llc-401k-plan) — 443 participants

- [Gates, Hudson & Associates, INC.](https://planprovider.pro/companies/gates-hudson-associates-inc-401k-plan) — 644 participants

- [Weinstein Management Co. INC.](https://planprovider.pro/companies/weinstein-management-co-inc-401k-plan) — 652 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/capital-square-realty-advisors-llc-dba-capital-square-401k-plan)

© 2026 PlanProvider.Pro