Crexi 401(K) Plan — Form 5500 plan (Commercial Real Estate Exchange, Inc.)
Plain-English plan summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Crexi 401(K) Plan is a benefit plan reported by Commercial Real Estate Exchange, Inc. under EIN 47-2718061 and plan number 001. The latest loaded filing year is 2023. The filing reports 340 participants and $5,783,441 in end-of-year plan assets, where available in the loaded dataset.
Form 5500 plan profile · 2023
Key reported metrics
Net assets (EOY)$5.8MPlan net assets, end of year$5,783,441
Participants340Covered participants reported
Assets / participant$17KComputed: assets ÷ participants$17,010 (computed)
Provider compensation$62.8K2 Schedule C provider row(s)$62,756
- Plan sponsor
- Commercial Real Estate Exchange, Inc.
- EIN
- 47-2718061
- Plan number
- 001
- Plan type
- 2
- Location
- Playa Vista, CA
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 340 | H, C | 20241004131744NAL0023788386001 |
Schedule H · 2023
Reported financial statement
Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.
Reported balance (end of year)$5.8M total assets
Net assets$5.8MLiabilities$0
Full reported line items
Net assets
- Total assets (EOY)
- $5,783,441
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $5,783,441
- Net assets (BOY)
- $3,025,727
Income & contributions
- Employer contributions
- $0
- Participant contributions
- $1,652,313
- Total contributions
- $2,346,083
- Total income / additions
- $3,130,470
Expenses & distributions
- Benefits paid
- $317,600
- Administrative expenses
- $44,184
- Total expenses
- $372,756
- Net increase / (decrease)
- $2,757,714
Computed from reported fields
Reported ratios
Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.
100%
Employer 0%Participant 100%
Total expenses ÷ net assets6%Computed ratio
Benefits paid ÷ total income10%Computed ratio
Provider comp. ÷ net assets1%Computed ratio
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $44,184 | $0 | 2023 |
| Ameriprise Financial Services Inc | ADVISOR | $0 | $18,572 | 2023 |