Clarion Partners 401(k) match, vesting and fees
What Clarion Partners' 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 | Voya Retirement Insurance & Annuity | Schedule C ↗ |
| Independent auditor | Cohnreznick 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.
| Clarion Partners: employer contribution per participant | $10,097 | |
| Peer median | $1,772 |
| Clarion Partners: average balance | $375,762 | |
| Peer median | $60,900 |
| Clarion Partners: admin expenses ÷ assets | 0.07% | |
| 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 $160M at the end of plan year 2021 to $188M at the end of plan year 2025.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2025 | 512 | $188M | $5M | $10,097 | 0.07% | Not published | Form 5500 ↗ |
| 2024 | 505 | $167M | $4.6M | $9,293 | 0.08% | Not published | Form 5500 ↗ |
| 2023 | 520 | $149M | $4.3M | $8,485 | 0.08% | Not published | Form 5500 ↗ |
| 2022 | 523 | $122M | $3.9M | $7,570 | 0.08% | Not published | Form 5500 ↗ |
| 2021 | 593 | $160M | $3.7M | $7,519 | 0.07% | Not published | Form 5500 ↗ |
Common questions
Does Clarion Partners match 401(k) contributions?
The match terms for the Clarion Partners, LLC 401(k) Profit Sharing Plan have not been published from its filing yet. The plan year 2025 filing reports $5M in employer contributions, about $10,097 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Clarion Partners 401(k) match vested?
The vesting schedule for the Clarion Partners, LLC 401(k) Profit Sharing Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Clarion Partners 401(k)?
The recordkeeper listed on Schedule C of the plan year 2025 filing is Voya Retirement Insurance & Annuity. The plan administrator is Clarion Partners, LLC.
I left Clarion Partners. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Clarion Partners, LLC, (212) 883-2653) or the recordkeeper, Voya Retirement Insurance & Annuity. The Clarion Partners old 401(k) page lists the contacts from every plan filing. Find an old Clarion Partners 401(k)
Data from the public Form 5500 annual reports Clarion Partners 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 Clarion Partners. Not financial advice. Report a correction · Methodology