Portman Holdings 401(k) match, vesting and fees
What Portman Holdings' 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 | Voya Retirement Insurance & Annuity | Schedule C ↗ |
| Independent auditor | Warren Averett 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 1,379 defined-contribution plans in real estate and rental and leasing with 100 to 499 participants.
| Portman Holdings: employer contribution per participant | $4,897 | |
| Peer median | $1,680 |
| Portman Holdings: average balance | $211,237 | |
| Peer median | $52,722 |
| Portman Holdings: admin expenses ÷ assets | 0.13% | |
| 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 $19M at the end of plan year 2021 to $23M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 116 | $23M | $534K | $4,897 | 0.13% | Not published | Form 5500 ↗ |
| 2023 | 146 | $19.9M | $601K | $4,518 | 0.13% | Not published | Form 5500 ↗ |
| 2022 | 141 | $17.3M | $525K | $4,098 | 0.11% | Not published | 5500-SF ↗ |
| 2021 | 120 | $19M | $419K | $3,954 | 0.11% | Not published | 5500-SF ↗ |
Common questions
Does Portman Holdings match 401(k) contributions?
The match terms for the Portman 401k Plan have not been published from its filing yet. The plan year 2024 filing reports $534K in employer contributions, about $4,897 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Portman Holdings 401(k) match vested?
The vesting schedule for the Portman 401k Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Portman Holdings 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Voya Retirement Insurance & Annuity. The plan administrator is Portman Holdings, LLC.
I left Portman Holdings. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Portman Holdings, LLC, (404) 614-5219) or the recordkeeper, Voya Retirement Insurance & Annuity. The Portman Holdings old 401(k) page lists the contacts from every plan filing. Find an old Portman Holdings 401(k)
Data from the public Form 5500 annual reports Portman Holdings 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 Portman Holdings. Not financial advice. Report a correction · Methodology