Longfellow Real Estate Partners 401(k) match, vesting and fees
What Longfellow Real Estate Partners' 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 | Capital Group Retirement Plan Servi | Schedule C ↗ |
| Independent auditor | Eisneramper LLP (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 1,379 defined-contribution plans in real estate and rental and leasing with 100 to 499 participants.
| Longfellow Real Estate Partners: employer contribution per participant | $4,693 | |
| Peer median | $1,680 |
| Longfellow Real Estate Partners: average balance | $68,181 | |
| Peer median | $52,722 |
| Longfellow Real Estate Partners: admin expenses ÷ assets | <0.01% | |
| 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 $7.4M at the end of plan year 2021 to $16.8M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 246 | $16.8M | $1.2M | $4,693 | <0.01% | Not published | Form 5500 ↗ |
| 2023 | 225 | $13.6M | $1.5M | $6,609 | 0.02% | Not published | Form 5500 ↗ |
| 2022 | 215 | $8.6M | $1.4M | $6,463 | 0.01% | Not published | Form 5500 ↗ |
| 2021 | 134 | $7.4M | $607K | $5,521 | <0.01% | Not published | 5500-SF ↗ |
Common questions
Does Longfellow Real Estate Partners match 401(k) contributions?
The match terms for the Longfellow Real Estate Partners, LLC 401(k) Plan have not been published from its filing yet. The plan year 2024 filing reports $1.2M in employer contributions, about $4,693 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Longfellow Real Estate Partners 401(k) match vested?
The vesting schedule for the Longfellow Real Estate Partners, LLC 401(k) Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Longfellow Real Estate Partners 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Capital Group Retirement Plan Servi. The plan administrator is Longfellow Real Estate Partners, LLC.
I left Longfellow Real Estate Partners. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Longfellow Real Estate Partners, LLC, (617) 303-2901) or the recordkeeper, Capital Group Retirement Plan Servi. The Longfellow Real Estate Partners old 401(k) page lists the contacts from every plan filing. Find an old Longfellow Real Estate Partners 401(k)
Data from the public Form 5500 annual reports Longfellow Real Estate Partners 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 Longfellow Real Estate Partners. Not financial advice. Report a correction · Methodology