Frankel Family Trust D/B/A Management Support 401(k) match, vesting and fees
What Frankel Family Trust D/B/A Management Support'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 | Haskell & White LLP (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
How the plan compares
Plan year 2024 medians for 1,379 defined-contribution plans in real estate and rental and leasing with 100 to 499 participants.
| Frankel Family Trust D/B/A Management Support: employer contribution per participant | $1,103 | |
| Peer median | $1,680 |
| Frankel Family Trust D/B/A Management Support: average balance | $28,216 | |
| Peer median | $52,722 |
| Frankel Family Trust D/B/A Management Support: admin expenses ÷ assets | 0.32% | |
| Peer median | 0.39% |
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 $9.1M at the end of plan year 2021 to $10.8M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 641 | $10.8M | $420K | $1,103 | 0.32% | Not published | Form 5500 ↗ |
| 2023 | 544 | $9.5M | $386K | $1,098 | 0.33% | Not published | Form 5500 ↗ |
| 2022 | 522 | $7.7M | $372K | $1,054 | 0.32% | Not published | Form 5500 ↗ |
| 2021 | 511 | $9.1M | $349K | $982 | 0.43% | Not published | Form 5500 ↗ |
Common questions
Does Frankel Family Trust D/B/A Management Support match 401(k) contributions?
The match terms for the Management Support 401(k) Plan have not been published from its filing yet. The plan year 2024 filing reports $420K in employer contributions, about $1,103 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Frankel Family Trust D/B/A Management Support 401(k) match vested?
The vesting schedule for the Management Support 401(k) Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Frankel Family Trust D/B/A Management Support 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Fidelity Investments Institutional. The plan administrator is Frankel Family Trust D/B/A Management Support.
I left Frankel Family Trust D/B/A Management Support. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Frankel Family Trust D/B/A Management Support, (949) 251-9411) or the recordkeeper, Fidelity Investments Institutional. The Frankel Family Trust D/B/A Management Support old 401(k) page lists the contacts from every plan filing. Find an old Frankel Family Trust D/B/A Management Support 401(k)
Data from the public Form 5500 annual reports Frankel Family Trust D/B/A Management Support 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 Frankel Family Trust D/B/A Management Support. Not financial advice. Report a correction · Methodology