Capital Square Realty Advisors, LLC DBA Capital Square 401(k) match, vesting and fees
What Capital Square Realty Advisors, LLC DBA Capital Square'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 | Fidelity Investments Institutional | Schedule C ↗ |
| Independent auditor | Keiter (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
How the plan compares
Plan year 2025 medians for 502 defined-contribution plans in real estate and rental and leasing with 100 to 499 participants.
| Capital Square Realty Advisors, LLC DBA Capital Square: employer contribution per participant | $1,927 | |
| Peer median | $1,772 |
| Capital Square Realty Advisors, LLC DBA Capital Square: average balance | $50,140 | |
| Peer median | $60,900 |
| Capital Square Realty Advisors, LLC DBA Capital Square: admin expenses ÷ assets | 0.37% | |
| Peer median | 0.38% |
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 $2.7M at the end of plan year 2021 to $11.4M at the end of plan year 2025.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2025 | 428 | $11.4M | $437K | $1,927 | 0.37% | Not published | Form 5500 ↗ |
| 2024 | 377 | $8.4M | $469K | $2,522 | 0.19% | Not published | Form 5500 ↗ |
| 2023 | 272 | $6.7M | $794K | $4,962 | 0.03% | Not published | Form 5500 ↗ |
| 2022 | 111 | $3.7M | $512K | $5,953 | 0.02% | Not published | Form 5500 ↗ |
| 2021 | 67 | $2.7M | $197K | $3,587 | 0.43% | Not published | 5500-SF ↗ |
Common questions
Does Capital Square Realty Advisors, LLC DBA Capital Square match 401(k) contributions?
The match terms for the Capital Square 401(k) Plan have not been published from its filing yet. The plan year 2025 filing reports $437K in employer contributions, about $1,927 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Capital Square Realty Advisors, LLC DBA Capital Square 401(k) match vested?
The vesting schedule for the Capital Square 401(k) Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Capital Square Realty Advisors, LLC DBA Capital Square 401(k)?
The recordkeeper listed on Schedule C of the plan year 2025 filing is Fidelity Investments Institutional. The plan administrator is Capital Square Realty Advisors, LLC DBA Capital Square.
I left Capital Square Realty Advisors, LLC DBA Capital Square. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Capital Square Realty Advisors, LLC DBA Capital Square, (877) 626-1031) or the recordkeeper, Fidelity Investments Institutional. The Capital Square Realty Advisors, LLC DBA Capital Square old 401(k) page lists the contacts from every plan filing. Find an old Capital Square Realty Advisors, LLC DBA Capital Square 401(k)
Data from the public Form 5500 annual reports Capital Square Realty Advisors, LLC DBA Capital Square 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 Capital Square Realty Advisors, LLC DBA Capital Square. Not financial advice. Report a correction · Methodology