5812 Investment Group 401(k) match, vesting and fees
What 5812 Investment Group's 401(k) plan says about matching contributions
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Recordkeeper | The Vanguard Group, Inc. | Schedule C ↗ |
| Independent auditor | Eide Bailly LLP (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
How the plan compares
Plan year 2024 medians for 1,379 defined-contribution plans in real estate and rental and leasing with 100 to 499 participants.
| 5812 Investment Group: employer contribution per participant | $511 | |
| Peer median | $1,680 |
| 5812 Investment Group: average balance | $8,736 | |
| Peer median | $52,722 |
| 5812 Investment Group: admin expenses ÷ assets | 0.73% | |
| Peer median | 0.39% |
Admin expenses are the plan's reported administrative expenses divided by its assets; they do not include fund expense ratios.
Plan history
Plan assets went from $2M at the end of plan year 2021 to $3.4M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 423 | $3.4M | $201K | $511 | 0.73% | Not published | Form 5500 ↗ |
| 2023 | 509 | $2.9M | $184K | $380 | 0.35% | Not published | Form 5500 ↗ |
| 2022 | 415 | $2.2M | $138K | $345 | 0.21% | Not published | Form 5500 ↗ |
| 2021 | 300 | $2M | $88K | $305 | 0.36% | Not published | Form 5500 ↗ |
Common questions
Does 5812 Investment Group match 401(k) contributions?
The match terms for the 5812 Investment Group, LLC 401(k) Plan have not been published from its filing yet. The plan year 2024 filing reports $201K in employer contributions, about $511 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the 5812 Investment Group 401(k) match vested?
The vesting schedule for the 5812 Investment Group, LLC 401(k) Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the 5812 Investment Group 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is The Vanguard Group, Inc.. The plan administrator is 5812 Investment Group, LLC.
I left 5812 Investment Group. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (5812 Investment Group, LLC, (380) 201-1221) or the recordkeeper, The Vanguard Group, Inc.. The 5812 Investment Group old 401(k) page lists the contacts from every plan filing. Find an old 5812 Investment Group 401(k)
Data from the public Form 5500 annual reports 5812 Investment Group filed with the U.S. Department of Labor (plan years 2021 and 2022 and 2023 and 2024) and, where noted, the attached independent auditor's report. Plan terms may have changed since the filing; check your current Summary Plan Description. PlanFacts is not affiliated with 5812 Investment Group. Not financial advice. Report a correction · Methodology