Chai Trust Company, LLC D/B/A Equity Group Investments 401(k) match, vesting and fees
What Chai Trust Company, LLC D/B/A Equity Group Investments' 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 | Schwab Retirement Plan Services,inc | Schedule C ↗ |
| Independent auditor | Crowe LLP (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.
| Chai Trust Company, LLC D/B/A Equity Group Investments: employer contribution per participant | $4,523 | |
| Peer median | $1,772 |
| Chai Trust Company, LLC D/B/A Equity Group Investments: average balance | $360,654 | |
| Peer median | $60,900 |
| Chai Trust Company, LLC D/B/A Equity Group Investments: admin expenses ÷ assets | 0.14% | |
| 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 $75.4M at the end of plan year 2021 to $73.6M at the end of plan year 2025.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2025 | 209 | $73.6M | $923K | $4,523 | 0.14% | Not published | Form 5500 ↗ |
| 2024 | 212 | $84.4M | $1.7M | $8,412 | 0.18% | Not published | Form 5500 ↗ |
| 2023 | 266 | $76.1M | $1.6M | $6,330 | 0.20% | Not published | Form 5500 ↗ |
| 2022 | 249 | $61.2M | $1.4M | $5,686 | 0.19% | Not published | Form 5500 ↗ |
| 2021 | 243 | $75.4M | $1.3M | $5,609 | 0.20% | Not published | Form 5500 ↗ |
Common questions
Does Chai Trust Company, LLC D/B/A Equity Group Investments match 401(k) contributions?
The match terms for the Chai Trust Company Advantage Retirement Savings Plan have not been published from its filing yet. The plan year 2025 filing reports $923K in employer contributions, about $4,523 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Chai Trust Company, LLC D/B/A Equity Group Investments 401(k) match vested?
The vesting schedule for the Chai Trust Company Advantage Retirement Savings Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Chai Trust Company, LLC D/B/A Equity Group Investments 401(k)?
The recordkeeper listed on Schedule C of the plan year 2025 filing is Schwab Retirement Plan Services,inc. The plan administrator is Chai Trust Company, LLC D/B/A Equity Group Investments.
I left Chai Trust Company, LLC D/B/A Equity Group Investments. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Chai Trust Company, LLC D/B/A Equity Group Investments, (312) 626-3447) or the recordkeeper, Schwab Retirement Plan Services,inc. The Chai Trust Company, LLC D/B/A Equity Group Investments old 401(k) page lists the contacts from every plan filing. Find an old Chai Trust Company, LLC D/B/A Equity Group Investments 401(k)
Data from the public Form 5500 annual reports Chai Trust Company, LLC D/B/A Equity Group Investments 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 Chai Trust Company, LLC D/B/A Equity Group Investments. Not financial advice. Report a correction · Methodology