Employers › Starwood Mortgage Capital
Recordkeeping fees per participant · Starwood Property Trust, Inc. Savings Plan · plan year 2024
$91.27
Higher than 68% of the 5,847 plans $50 to 250M that report it.
= $42,167 / 462
Schedule H, line 2i(3); OTH_RECORDKEEPING_FEES_AMT pos 160; filing 20251203124748NAL0000644209001, received 2025-12-03
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251203124748NAL0000644209001, received 2025-12-03
Percentiles compare this plan with the Schedule H plans $50 to 250M in assets of the same plan year, excluding final filings; shown only where at least 50 comparable plans report the figure. Plan year 2024-01-01 to 2024-12-31, filing received 2025-12-03.
Administrative expenses excluding investment management, per participant
$91.27
Higher than 48% of the 8,758 plans $50 to 250M that report it.
= $42,167 / 462
derived, admin_expenses (2i(12)) minus invst_mgmt_fees (2i(5)), floored at 0; filing 20251203124748NAL0000644209001, received 2025-12-03
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251203124748NAL0000644209001, received 2025-12-03
Administrative expenses per participant
$112.31
Higher than 41% of the 9,042 plans $50 to 250M that report it.
= $51,889 / 462
Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20251203124748NAL0000644209001, received 2025-12-03
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251203124748NAL0000644209001, received 2025-12-03
Administrative expenses as a share of assets
0.044%
Higher than 18% of the 9,049 plans $50 to 250M that report it.
= $51,889 / $116,629,912
Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20251203124748NAL0000644209001, received 2025-12-03
assets_eoy: Schedule H, Part I line 1f col (b); TOT_ASSETS_EOY_AMT pos 61; filing 20251203124748NAL0000644209001, received 2025-12-03
Employer contributions per participant
$2,593
Higher than 47% of the 9,105 plans $50 to 250M that report it.
= $1,197,766 / 462
Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20251203124748NAL0000644209001, received 2025-12-03
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251203124748NAL0000644209001, received 2025-12-03
Employer share of total contributions
21.6%
Higher than 24% of the 9,112 plans $50 to 250M that report it.
= $1,197,766 / $5,547,877
Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20251203124748NAL0000644209001, received 2025-12-03
total_contrib: Schedule H, line 2a(3); TOT_CONTRIB_AMT pos 72; filing 20251203124748NAL0000644209001, received 2025-12-03
Plan terms are not published in public filings.
2E profit-sharing · 2F ERISA 404(c) plan · 2G fully participant-directed · 2J 401(k) feature · 2K 401(m) arrangement · 2R participant brokerage window · 2S pre-approved plan document · 2T default investment (QDIA) · 3B · Form 5500, line 8a; TYPE_PENSION_BNFT_CODE pos 81; filing 20251203124748NAL0000644209001, received 2025-12-03
| Field | Value | Source |
|---|---|---|
| Plan sponsor | LNR PROPERTY LLC | Form 5500, Part II line 2a; SPONSOR_DFE_NAME pos 19; filing 20251203124748NAL0000644209001, received 2025-12-03 |
| Plan name | STARWOOD PROPERTY TRUST, INC. SAVINGS PLAN | Form 5500, line 1a; PLAN_NAME pos 16; filing 20251203124748NAL0000644209001, received 2025-12-03 |
| Sponsor EIN / plan number | 80-0636828 / 001 | Form 5500, line 2b; SPONS_DFE_EIN pos 44; filing 20251203124748NAL0000644209001, received 2025-12-03 |
| Plan type | single-employer | Form 5500, Part I line A; TYPE_PLAN_ENTITY_CD pos 4; filing 20251203124748NAL0000644209001, received 2025-12-03 |
| Sponsor location | MIAMI BEACH, FL | Form 5500, line 2a; SPONS_DFE_MAIL_US_STATE pos 25; filing 20251203124748NAL0000644209001, received 2025-12-03 |
| Industry (business code) | 531310, Real estate and rental and leasing | Form 5500, line 2d; BUSINESS_CODE pos 46; filing 20251203124748NAL0000644209001, received 2025-12-03 |
| Plan year | 2024-01-01 to 2024-12-31 | Form 5500, Part I plan year; FORM_PLAN_YEAR_BEGIN_DATE pos 2; filing 20251203124748NAL0000644209001, received 2025-12-03 |
| Filing received | 2025-12-03 | Form 5500, EFAST2 receipt date; DATE_RECEIVED pos 102; filing 20251203124748NAL0000644209001, received 2025-12-03 |
| Final filing | no | Form 5500, Part I line B; FINAL_FILING_IND pos 8; filing 20251203124748NAL0000644209001, received 2025-12-03 |
| Amended filing | yes | Form 5500, Part I line B; AMENDED_IND pos 7; filing 20251203124748NAL0000644209001, received 2025-12-03 |
| Participants, beginning of year | 474 | Form 5500, line 5; TOT_PARTCP_BOY_CNT pos 71; filing 20251203124748NAL0000644209001, received 2025-12-03 |
| Active participants | 308 | Form 5500, line 6a(2); TOT_ACTIVE_PARTCP_CNT pos 72; filing 20251203124748NAL0000644209001, received 2025-12-03 |
| Participants, end of year | 495 | Form 5500, line 6f; TOT_ACT_RTD_SEP_BENEF_CNT pos 77; filing 20251203124748NAL0000644209001, received 2025-12-03 |
| Participants with an account balance | 462 | Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251203124748NAL0000644209001, received 2025-12-03 |
| Total assets, beginning of year | $98,869,022 | Schedule H, Part I line 1f col (a); TOT_ASSETS_BOY_AMT pos 30; filing 20251203124748NAL0000644209001, received 2025-12-03 |
| Total assets, end of year | $116,629,912 | Schedule H, Part I line 1f col (b); TOT_ASSETS_EOY_AMT pos 61; filing 20251203124748NAL0000644209001, received 2025-12-03 |
| Net assets, end of year | $116,629,912 | Schedule H, line 1l col (b); NET_ASSETS_EOY_AMT pos 67; filing 20251203124748NAL0000644209001, received 2025-12-03 |
| Total income | $21,335,239 | Schedule H, Part II line 2d; TOT_INCOME_AMT pos 97; filing 20251203124748NAL0000644209001, received 2025-12-03 |
| Net income | $17,760,890 | Schedule H, line 2k; NET_INCOME_AMT pos 111; filing 20251203124748NAL0000644209001, received 2025-12-03 |
| Employer contributions | $1,197,766 | Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20251203124748NAL0000644209001, received 2025-12-03 |
| Participant contributions | $4,213,356 | Schedule H, line 2a(1)(B); PARTICIPANT_CONTRIB_AMT pos 69; filing 20251203124748NAL0000644209001, received 2025-12-03 |
| Other contributions (incl. rollovers) | $136,755 | Schedule H, line 2a(1)(C); OTH_CONTRIB_RCVD_AMT pos 70; filing 20251203124748NAL0000644209001, received 2025-12-03 |
| Total contributions | $5,547,877 | Schedule H, line 2a(3); TOT_CONTRIB_AMT pos 72; filing 20251203124748NAL0000644209001, received 2025-12-03 |
| Benefit payments | $3,522,460 | Schedule H, line 2e(4); TOT_DISTRIB_BNFT_AMT pos 101; filing 20251203124748NAL0000644209001, received 2025-12-03 |
| Total expenses (incl. benefit payments) | $3,574,349 | Schedule H, line 2j; TOT_EXPENSES_AMT pos 110; filing 20251203124748NAL0000644209001, received 2025-12-03 |
| Total administrative expenses | $51,889 | Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20251203124748NAL0000644209001, received 2025-12-03 |
| Recordkeeping fees | $42,167 | Schedule H, line 2i(3); OTH_RECORDKEEPING_FEES_AMT pos 160; filing 20251203124748NAL0000644209001, received 2025-12-03 |
| Investment advisory and management fees | $9,722 | Schedule H, line 2i(5); INVST_MGMT_FEES_AMT pos 107; filing 20251203124748NAL0000644209001, received 2025-12-03 |
| Administrative expenses excluding investment management | $42,167 | derived, admin_expenses (2i(12)) minus invst_mgmt_fees (2i(5)), floored at 0; filing 20251203124748NAL0000644209001, received 2025-12-03 |
| Held in common/collective trusts | $5,322,167 | Schedule H, line 1c(9) col (b); INT_COMMON_TR_EOY_AMT pos 51; filing 20251203124748NAL0000644209001, received 2025-12-03 |
| Held in mutual funds | $97,149,003 | Schedule H, line 1c(13) col (b); INT_REG_INVST_CO_EOY_AMT pos 55; filing 20251203124748NAL0000644209001, received 2025-12-03 |
| Independent auditor | CBIZ CPAS P.C. | Schedule H, Part III line 3a; ACCOUNTANT_FIRM_NAME pos 116; filing 20251203124748NAL0000644209001, received 2025-12-03 |
Position = column in the DOL layout for form year 2024. Filing 20251203124748NAL0000644209001, received 2025-12-03.
| Provider | Relationship | Service codes | Direct compensation | Indirect |
|---|---|---|---|---|
| SCHWAB RETIREMENT PLAN SERVICES,INCrecordkeeper | NONE | 15 Recordkeeping and information management; 50 Direct payment from the plan; 64 Recordkeeping fees | $42,167 | no |
| CAPITAL ADVISORS INC | NONE | 26 Investment advisory (participants); 50 Direct payment from the plan | $9,722 | no |
| CHARLES SCHWAB & CO., INC. | NONE | 33 Securities brokerage; 50 Direct payment from the plan; 62 Float revenue; 71 Securities brokerage commissions and fees; 59 Shareholder servicing fees | $491 | yes |
Schedule C Part I line 2: name (a), service codes (b), relationship (c), direct compensation paid by the plan (d), indirect compensation received (e). Filing 20251203124748NAL0000644209001, received 2025-12-03.
| Figure | 2023 | 2024 | Change |
|---|---|---|---|
| Total assets | $98,869,022 | $116,629,912 | 18.0% |
| Participants with a balance | 456 | 462 | 1.3% |
| Administrative expenses | $51,125 | $51,889 | 1.5% |
| Recordkeeping fees per participant | $94.78 | $91.27 | -3.7% |
| Employer contributions | $1,112,220 | $1,197,766 | 7.7% |
Prior filing 20241011123043NAL0043669954005, received 2024-10-11; the plan years are contiguous.
Sponsor name as filed: LNR PROPERTY LLC; SEC registrant: Starwood Mortgage Capital LLC (CIK 1548405, matched by EIN).