Madera Residential 401(k) match, vesting and fees
What Madera 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 | Transamerica Financial Life Ins | Schedule C ↗ |
| Independent auditor | Templeton & Co (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
How the plan compares
Plan year 2025 medians for 502 defined-contribution plans in real estate and rental and leasing with 100 to 499 participants.
| Madera Residential: employer contribution per participant | $3,065 | |
| Peer median | $1,772 |
| Madera Residential: average balance | $39,241 | |
| Peer median | $60,900 |
| Madera Residential: admin expenses ÷ assets | 1.11% | |
| Peer median | 0.38% |
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 $652K at the end of plan year 2021 to $9.3M at the end of plan year 2025.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2025 | 310 | $9.3M | $730K | $3,065 | 1.11% | Not published | Form 5500 ↗ |
| 2024 | 547 | $8.2M | $874K | $3,101 | 1.14% | Not published | Form 5500 ↗ |
| 2023 | 565 | $5.5M | $811K | $2,993 | 1.29% | Not published | Form 5500 ↗ |
| 2022 | 578 | $3M | $716K | $2,863 | 1.75% | Not published | Form 5500 ↗ |
| 2021 | 395 | $652K | $221K | $73,705 | 1.08% | Not published | Form 5500 ↗ |
Common questions
Does Madera Residential match 401(k) contributions?
The match terms for the Madera Residential 401(k) Plan have not been published from its filing yet. The plan year 2025 filing reports $730K in employer contributions, about $3,065 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Madera Residential 401(k) match vested?
The vesting schedule for the Madera Residential 401(k) Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Madera Residential 401(k)?
The recordkeeper listed on Schedule C of the plan year 2025 filing is Transamerica Financial Life Ins. The plan administrator is Administrative Group, LLC DBA Tag Resources.
I left Madera Residential. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Administrative Group, LLC DBA Tag Resources, (865) 670-1844) or the recordkeeper, Transamerica Financial Life Ins. The Madera Residential old 401(k) page lists the contacts from every plan filing. Find an old Madera Residential 401(k)
Data from the public Form 5500 annual reports Madera Residential filed with the U.S. Department of Labor (plan years 2021 and 2022 and 2023 and 2024 and 2025) 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 Madera Residential. Not financial advice. Report a correction · Methodology