Allied Affordable Housing 401(k) match, vesting and fees
What Allied Affordable Housing'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 | Human Interest Advisor LLC | Schedule C ↗ |
| Independent auditor | Caron & Bletzer, PLLC (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
| Late participant contributions | Reported on the filing | Schedule H ↗ |
How the plan compares
Plan year 2024 medians for 228 defined-contribution plans in real estate and rental and leasing with 500 to 999 participants.
| Allied Affordable Housing: employer contribution per participant | $275 | |
| Peer median | $1,449 |
| Allied Affordable Housing: average balance | $7,979 | |
| Peer median | $44,821 |
| Allied Affordable Housing: admin expenses ÷ assets | 0.48% | |
| Peer median | 0.36% |
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 $4.1M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 596 | $4.1M | $142K | $275 | 0.48% | Not published | Form 5500 ↗ |
| 2023 | 500 | $3.2M | $219K | $596 | 0.82% | Not published | Form 5500 ↗ |
| 2022 | 562 | $2.2M | $170K | $385 | 0.39% | Not published | Form 5500 ↗ |
| 2021 | 374 | $2M | $113K | $572 | 0.00% | Not published | Form 5500 ↗ |
Common questions
Does Allied Affordable Housing match 401(k) contributions?
The match terms for the Affordable Housing Retirement Trust have not been published from its filing yet. The plan year 2024 filing reports $142K in employer contributions, about $275 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Allied Affordable Housing 401(k) match vested?
The vesting schedule for the Affordable Housing Retirement Trust is not in the data published so far. Your Summary Plan Description states it.
Who manages the Allied Affordable Housing 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Human Interest Advisor LLC. The plan administrator is Allied Affordable Housing LLC.
I left Allied Affordable Housing. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Allied Affordable Housing LLC, (310) 394-9090) or the recordkeeper, Human Interest Advisor LLC. The Allied Affordable Housing old 401(k) page lists the contacts from every plan filing. Find an old Allied Affordable Housing 401(k)
Data from the public Form 5500 annual reports Allied Affordable Housing 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 Allied Affordable Housing. Not financial advice. Report a correction · Methodology