Firstservice Residential 401(k) match, vesting and fees
What Firstservice Residential'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 | Jpmorgan Invest Holdings LLC | Schedule C ↗ |
| Independent auditor | Kaufman Rossin & Co. (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 2024 medians for 15 defined-contribution plans in real estate and rental and leasing with 5,000 to 9,999 participants.
| Firstservice Residential: employer contribution per participant | $1,072 | |
| Peer median | $1,849 |
| Firstservice Residential: average balance | $42,387 | |
| Peer median | $61,541 |
| Firstservice Residential: admin expenses ÷ assets | 0.12% | |
| Peer median | 0.12% |
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 $276M at the end of plan year 2023 to $328M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 17,096 | $328M | $8.3M | $1,072 | 0.12% | Not published | Form 5500 ↗ |
| 2023 | 17,015 | $276M | $7.5M | $1,042 | 0.18% | Not published | Form 5500 ↗ |
Common questions
Does Firstservice Residential match 401(k) contributions?
The match terms for the Firstservice Residential 401(k) Plan have not been published from its filing yet. The plan year 2024 filing reports $8.3M in employer contributions, about $1,072 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Firstservice Residential 401(k) match vested?
The vesting schedule for the Firstservice Residential 401(k) Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Firstservice Residential 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Jpmorgan Invest Holdings LLC. The plan administrator is Firstservice Residential, Inc..
I left Firstservice Residential. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Firstservice Residential, Inc., (877) 418-9562) or the recordkeeper, Jpmorgan Invest Holdings LLC. The Firstservice Residential old 401(k) page lists the contacts from every plan filing. Find an old Firstservice Residential 401(k)
Data from the public Form 5500 annual reports Firstservice Residential filed with the U.S. Department of Labor (plan years 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 Firstservice Residential. Not financial advice. Report a correction · Methodology