Mahaffey Apartment 401(k) match, vesting and fees
What Mahaffey Apartment'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 | Principal Life Insurance Company | Schedule C ↗ |
| Independent auditor | Assurance Dimensions (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.
| Mahaffey Apartment: employer contribution per participant | $1,431 | |
| Peer median | $1,680 |
| Mahaffey Apartment: average balance | $7,498 | |
| Peer median | $52,722 |
| Mahaffey Apartment: admin expenses ÷ assets | 3.20% | |
| 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 $800K at the end of plan year 2022 to $3.2M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 427 | $3.2M | $608K | $1,431 | 3.20% | Not published | Form 5500 ↗ |
| 2023 | 470 | $2.2M | $595K | $1,270 | 3.78% | Not published | Form 5500 ↗ |
| 2022 | 427 | $800K | $384K | $935 | 3.07% | Not published | Form 5500 ↗ |
Common questions
Does Mahaffey Apartment match 401(k) contributions?
The match terms for the Mahaffey Apartment Company 401(k) Plan have not been published from its filing yet. The plan year 2024 filing reports $608K in employer contributions, about $1,431 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Mahaffey Apartment 401(k) match vested?
The vesting schedule for the Mahaffey Apartment Company 401(k) Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Mahaffey Apartment 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Principal Life Insurance Company. The plan administrator is The Mahaffey Apartment Company.
I left Mahaffey Apartment. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (The Mahaffey Apartment Company, (727) 823-9431) or the recordkeeper, Principal Life Insurance Company. The Mahaffey Apartment old 401(k) page lists the contacts from every plan filing. Find an old Mahaffey Apartment 401(k)
Data from the public Form 5500 annual reports Mahaffey Apartment filed with the U.S. Department of Labor (plan years 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 Mahaffey Apartment. Not financial advice. Report a correction · Methodology