Plan Snapshot
- Plan Sponsor: Continental Real Estate Companies
- Sponsor EIN: 311092821
- Sponsor Address: 150 E. BROAD STREET, SUITE 200, COLUMBUS, OH, 43215
- Plan Type: 401(k)
- Total Participants: 116
- Total Assets: $29.6M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: Yes
- 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 | 116 | $29.6M | $401,101 | $1.3M |
| 2023 | 120 | $32.4M | $416,760 | $1.4M |
| 2022 | 130 | $30.8M | $429,894 | $1.4M |
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 |
|---|---|---|---|---|
| SCHWAB RETIREMENT PLAN SERVICES,INC | Recordkeeper | $18,593 | — | $18,593 |
| HIGHLAND CONSULTING ASSOCIATES | Other Service Provider | $15,000 | — | $15,000 |
| GRAVER CAPITAL MANAGEMENT LLC | Other Service Provider | $7,555 | — | $7,555 |
| AA FINANCIAL ADVISORS LLC | Other Service Provider | $6,885 | — | $6,885 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- SCHWAB RETIREMENT PLAN SERVICES,INC — Recordkeeper
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $48,033
- Estimated Expense Ratio: 0.162% 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 | $48,033 | $29,440 | — | — | — |
| 2023 | $31,035 | $17,805 | — | — | — |
| 2022 | $45,587 | — | $45,587 | — | — |