Connor Group, a Real Estate Investment Firm 401(k) match, vesting and fees
What Connor Group, a Real Estate Investment Firm'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 | The Retirement Plan Company | Schedule C ↗ |
| Independent auditor | Clark, Shaefer, Hackett & Company (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
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.
| Connor Group, a Real Estate Investment Firm: employer contribution per participant | $1,503 | |
| Peer median | $1,449 |
| Connor Group, a Real Estate Investment Firm: average balance | $26,300 | |
| Peer median | $44,821 |
| Connor Group, a Real Estate Investment Firm: admin expenses ÷ assets | 0.53% | |
| 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 $11.6M at the end of plan year 2021 to $18.6M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 726 | $18.6M | $1.1M | $1,503 | 0.53% | Not published | Form 5500 ↗ |
| 2023 | 673 | $15.3M | $940K | $1,420 | 0.59% | Not published | Form 5500 ↗ |
| 2022 | 568 | $11M | $881K | $1,591 | 0.75% | Not published | Form 5500 ↗ |
| 2021 | 578 | $11.6M | $733K | $1,297 | 0.67% | Not published | Form 5500 ↗ |
Common questions
Does Connor Group, a Real Estate Investment Firm match 401(k) contributions?
The match terms for the The Connor Group 401(k) Profit Sharing Plan have not been published from its filing yet. The plan year 2024 filing reports $1.1M in employer contributions, about $1,503 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Connor Group, a Real Estate Investment Firm 401(k) match vested?
The vesting schedule for the The Connor Group 401(k) Profit Sharing Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Connor Group, a Real Estate Investment Firm 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is The Retirement Plan Company. The plan administrator is The Connor Group, a Real Estate Investment Firm, LLC.
I left Connor Group, a Real Estate Investment Firm. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (The Connor Group, a Real Estate Investment Firm, LLC, (937) 434-3095) or the recordkeeper, The Retirement Plan Company. The Connor Group, a Real Estate Investment Firm old 401(k) page lists the contacts from every plan filing. Find an old Connor Group, a Real Estate Investment Firm 401(k)
Data from the public Form 5500 annual reports Connor Group, a Real Estate Investment Firm 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 Connor Group, a Real Estate Investment Firm. Not financial advice. Report a correction · Methodology