Plan Snapshot
- Plan Sponsor: Capreit Operating Limited Partne
- Sponsor EIN: 522064504
- Sponsor Address: 6116 EXECUTIVE BLVD., NORTH BETHESDA, MD, 20852
- Plan Type: 401(k)
- Total Participants: 267
- Total Assets: $16.0M
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 | 267 | $16.0M | $16,085 | $1.5M |
| 2023 | 312 | $15.8M | $580,446 | $1.5M |
| 2022 | 349 | $14.3M | $646,543 | $1.5M |
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 |
|---|---|---|---|---|
| CHERRY BEKAERT LLP | Auditor | — | — | $0 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
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 | $95,411 | $25,017 | — | — | — |
| 2023 | $86,107 | $25,000 | — | — | — |
| 2022 | $85,951 | — | — | — | — |