Mike Albert Leasing 401(k) match, vesting and fees
What Mike Albert Leasing'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 | Fidelity Investments Institutional | Schedule C ↗ |
| Independent auditor | Deloitte & Touche 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.
| Mike Albert Leasing: employer contribution per participant | $1,999 | |
| Peer median | $1,680 |
| Mike Albert Leasing: average balance | $231,083 | |
| Peer median | $52,722 |
| Mike Albert Leasing: admin expenses ÷ assets | 0.12% | |
| 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 $106M at the end of plan year 2021 to $95.9M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 425 | $95.9M | $830K | $1,999 | 0.12% | Not published | Form 5500 ↗ |
| 2023 | 426 | $85.9M | $801K | $1,893 | 0.15% | Not published | Form 5500 ↗ |
| 2022 | 455 | $76.5M | $671K | $1,494 | 0.30% | Not published | Form 5500 ↗ |
| 2021 | 618 | $106M | $2M | $3,307 | 0.13% | Not published | Form 5500 ↗ |
Common questions
Does Mike Albert Leasing match 401(k) contributions?
The match terms for the Mike Albert Leasing, Inc. Retirement Savings Plan have not been published from its filing yet. The plan year 2024 filing reports $830K in employer contributions, about $1,999 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Mike Albert Leasing 401(k) match vested?
The vesting schedule for the Mike Albert Leasing, Inc. Retirement Savings Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Mike Albert Leasing 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Fidelity Investments Institutional. The plan administrator is Mike Albert Leasing, Inc..
I left Mike Albert Leasing. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Mike Albert Leasing, Inc., (513) 563-1400) or the recordkeeper, Fidelity Investments Institutional. The Mike Albert Leasing old 401(k) page lists the contacts from every plan filing. Find an old Mike Albert Leasing 401(k)
Data from the public Form 5500 annual reports Mike Albert Leasing 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 Mike Albert Leasing. Not financial advice. Report a correction · Methodology