Housing Management Resources 401(k) match, vesting and fees
What Housing Management Resources' 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 | John Hancock | 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 2024 medians for 1,379 defined-contribution plans in real estate and rental and leasing with 100 to 499 participants.
| Housing Management Resources: employer contribution per participant | $1,764 | |
| Peer median | $1,680 |
| Housing Management Resources: average balance | $43,391 | |
| Peer median | $52,722 |
| Housing Management Resources: admin expenses ÷ assets | 0.60% | |
| 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 $10.9M at the end of plan year 2021 to $14M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 347 | $14M | $570K | $1,764 | 0.60% | Not published | Form 5500 ↗ |
| 2023 | 370 | $12M | $584K | $1,664 | 0.61% | Not published | Form 5500 ↗ |
| 2022 | 371 | $9.9M | $549K | $1,568 | 0.57% | Not published | Form 5500 ↗ |
| 2021 | 351 | $10.9M | $478K | $1,422 | 0.79% | Not published | Form 5500 ↗ |
Common questions
Does Housing Management Resources match 401(k) contributions?
The match terms for the Housing Management Resources, Inc. 401(k) Savings Plan have not been published from its filing yet. The plan year 2024 filing reports $570K in employer contributions, about $1,764 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Housing Management Resources 401(k) match vested?
The vesting schedule for the Housing Management Resources, Inc. 401(k) Savings Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Housing Management Resources 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is John Hancock. The plan administrator is Housing Management Resources, Inc..
I left Housing Management Resources. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Housing Management Resources, Inc., (617) 471-0300) or the recordkeeper, John Hancock. The Housing Management Resources old 401(k) page lists the contacts from every plan filing. Find an old Housing Management Resources 401(k)
Data from the public Form 5500 annual reports Housing Management Resources 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 Housing Management Resources. Not financial advice. Report a correction · Methodology