Carr Properties Services Subsidiary 401(k) match, vesting and fees
What Carr Properties Services Subsidiary'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 | Baker Tilly US, LLP (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 2025 medians for 502 defined-contribution plans in real estate and rental and leasing with 100 to 499 participants.
| Carr Properties Services Subsidiary: employer contribution per participant | $3,266 | |
| Peer median | $1,772 |
| Carr Properties Services Subsidiary: average balance | $131,025 | |
| Peer median | $60,900 |
| Carr Properties Services Subsidiary: 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 $18.4M at the end of plan year 2021 to $24.8M at the end of plan year 2025.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2025 | 191 | $24.8M | $617K | $3,266 | 0.37% | Not published | Form 5500 ↗ |
| 2024 | 198 | $21.4M | $640K | $3,319 | 0.51% | Not published | Form 5500 ↗ |
| 2023 | 201 | $17.8M | $634K | $3,170 | 0.43% | Not published | Form 5500 ↗ |
| 2022 | 203 | $15.8M | $598K | $3,021 | 0.39% | Not published | Form 5500 ↗ |
| 2021 | 189 | $18.4M | $581K | $3,106 | 0.48% | Not published | Form 5500 ↗ |
Common questions
Does Carr Properties Services Subsidiary match 401(k) contributions?
The match terms for the Carr Properties 401(k) Retirement Plan have not been published from its filing yet. The plan year 2025 filing reports $617K in employer contributions, about $3,266 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Carr Properties Services Subsidiary 401(k) match vested?
The vesting schedule for the Carr Properties 401(k) Retirement Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Carr Properties Services Subsidiary 401(k)?
The recordkeeper listed on Schedule C of the plan year 2025 filing is Fidelity Investments Institutional. The plan administrator is Carr Properties Services Subsidiary Corporation.
I left Carr Properties Services Subsidiary. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Carr Properties Services Subsidiary Corporation, (202) 303-3080) or the recordkeeper, Fidelity Investments Institutional. The Carr Properties Services Subsidiary old 401(k) page lists the contacts from every plan filing. Find an old Carr Properties Services Subsidiary 401(k)
Data from the public Form 5500 annual reports Carr Properties Services Subsidiary 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 Carr Properties Services Subsidiary. Not financial advice. Report a correction · Methodology