Hri Shared Services 401(k) match, vesting and fees
What Hri Shared Services' 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 | Malcolm M. Dienes, LLC (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
How the plan compares
Plan year 2024 medians for 136 defined-contribution plans in real estate and rental and leasing with 1,000 to 4,999 participants.
| Hri Shared Services: employer contribution per participant | $957 | |
| Peer median | $1,502 |
| Hri Shared Services: average balance | $25,019 | |
| Peer median | $49,651 |
| Hri Shared Services: admin expenses ÷ assets | 0.65% | |
| Peer median | 0.22% |
Admin expenses are the plan's reported administrative expenses divided by its assets; they do not include fund expense ratios.
Plan history
Plan assets were $44M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 2,214 | $44M | $1.7M | $957 | 0.65% | Not published | Form 5500 ↗ |
Common questions
Does Hri Shared Services match 401(k) contributions?
The match terms for the Hri 401(k) Plan have not been published from its filing yet. The plan year 2024 filing reports $1.7M in employer contributions, about $957 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Hri Shared Services 401(k) match vested?
The vesting schedule for the Hri 401(k) Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Hri Shared Services 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Fidelity Investments Institutional. The plan administrator is Hri Shared Services, LLC.
I left Hri Shared Services. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Hri Shared Services, LLC, (504) 679-5059) or the recordkeeper, Fidelity Investments Institutional. The Hri Shared Services old 401(k) page lists the contacts from every plan filing. Find an old Hri Shared Services 401(k)
Data from the public Form 5500 annual reports Hri Shared Services filed with the U.S. Department of Labor (plan years 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 Hri Shared Services. Not financial advice. Report a correction · Methodology