Premier Properties of Southwest Florida 401(k) match, vesting and fees
What Premier Properties of Southwest Florida'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 Retirement Solutions | Schedule C ↗ |
| 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.
| Premier Properties of Southwest Florida: employer contribution per participant | $1,476 | |
| Peer median | $1,680 |
| Premier Properties of Southwest Florida: average balance | $58,183 | |
| Peer median | $52,722 |
| Premier Properties of Southwest Florida: admin expenses ÷ assets | 0.42% | |
| 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 were $8.4M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 168 | $8.4M | $213K | $1,476 | 0.42% | Not published | Form 5500 ↗ |
Common questions
Does Premier Properties of Southwest Florida match 401(k) contributions?
The match terms for the Premier Sotheby'S 401(k) Retirement Plan have not been published from its filing yet. The plan year 2024 filing reports $213K in employer contributions, about $1,476 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Premier Properties of Southwest Florida 401(k) match vested?
The vesting schedule for the Premier Sotheby'S 401(k) Retirement Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Premier Properties of Southwest Florida 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Transamerica Retirement Solutions. The plan administrator is Premier Properties of Southwest Florida, LLC.
I left Premier Properties of Southwest Florida. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Premier Properties of Southwest Florida, LLC, (239) 403-2200) or the recordkeeper, Transamerica Retirement Solutions. The Premier Properties of Southwest Florida old 401(k) page lists the contacts from every plan filing. Find an old Premier Properties of Southwest Florida 401(k)
Data from the public Form 5500 annual reports Premier Properties of Southwest Florida filed with the U.S. Department of Labor (plan years 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 Premier Properties of Southwest Florida. Not financial advice. Report a correction · Methodology