Alliance Residential Realty 401(k) match, vesting and fees
What Alliance Residential Realty'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 | Transamerica Retirement Solutions | Schedule C ↗ |
| Independent auditor | Evers Lopez Ltd. (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
How the plan compares
Plan year 2025 medians for 36 defined-contribution plans in real estate and rental and leasing with 1,000 to 4,999 participants.
| Alliance Residential Realty: employer contribution per participant | $701 | |
| Peer median | $1,593 |
| Alliance Residential Realty: average balance | $84,852 | |
| Peer median | $74,771 |
| Alliance Residential Realty: admin expenses ÷ assets | 0.30% | |
| Peer median | 0.18% |
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 $79.6M at the end of plan year 2021 to $103M at the end of plan year 2025.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2025 | 1,218 | $103M | $854K | $701 | 0.30% | Not published | Form 5500 ↗ |
| 2024 | 1,486 | $91.9M | $1.3M | $868 | 0.31% | Not published | Form 5500 ↗ |
| 2023 | 1,573 | $80.8M | $1.4M | $885 | 0.33% | Not published | Form 5500 ↗ |
| 2022 | 2,234 | $67.6M | $1.2M | $543 | 0.33% | Not published | Form 5500 ↗ |
| 2021 | 2,335 | $79.6M | $964K | $413 | 0.41% | Not published | Form 5500 ↗ |
Common questions
Does Alliance Residential Realty match 401(k) contributions?
The match terms for the Alliance Residential Realty 401(k) Plan have not been published from its filing yet. The plan year 2025 filing reports $854K in employer contributions, about $701 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Alliance Residential Realty 401(k) match vested?
The vesting schedule for the Alliance Residential Realty 401(k) Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Alliance Residential Realty 401(k)?
The recordkeeper listed on Schedule C of the plan year 2025 filing is Transamerica Retirement Solutions. The plan administrator is Alliance Residential Realty LLC.
I left Alliance Residential Realty. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Alliance Residential Realty LLC, (602) 553-3589) or the recordkeeper, Transamerica Retirement Solutions. The Alliance Residential Realty old 401(k) page lists the contacts from every plan filing. Find an old Alliance Residential Realty 401(k)
Data from the public Form 5500 annual reports Alliance Residential Realty filed with the U.S. Department of Labor (plan years 2021 and 2022 and 2023 and 2024 and 2025) 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 Alliance Residential Realty. Not financial advice. Report a correction · Methodology