Property Brands 401(k) match, vesting and fees
What Property Brands' 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 | Empower Annuity Insurance Company | Schedule C ↗ |
| Independent auditor | Kruggel and Lawton Cpas (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
| Late participant contributions | Reported on the filing | Schedule H ↗ |
How the plan compares
Plan year 2024 medians for 228 defined-contribution plans in real estate and rental and leasing with 500 to 999 participants.
| Property Brands: employer contribution per participant | $1,036 | |
| Peer median | $1,449 |
| Property Brands: average balance | $21,347 | |
| Peer median | $44,821 |
| Property Brands: admin expenses ÷ assets | 0.77% | |
| Peer median | 0.36% |
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 $5.1M at the end of plan year 2022 to $17.8M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 935 | $17.8M | $863K | $1,036 | 0.77% | Not published | Form 5500 ↗ |
| 2023 | 1,061 | $12.1M | $1.7M | $2,151 | 1.03% | Not published | Form 5500 ↗ |
| 2022 | 900 | $5.1M | $1.1M | $1,473 | 0.44% | Not published | Form 5500 ↗ |
Common questions
Does Property Brands match 401(k) contributions?
The match terms for the Inhabit Iq 401(k) Plan have not been published from its filing yet. The plan year 2024 filing reports $863K in employer contributions, about $1,036 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Property Brands 401(k) match vested?
The vesting schedule for the Inhabit Iq 401(k) Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Property Brands 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Empower Annuity Insurance Company. The plan administrator is Property Brands.
I left Property Brands. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Property Brands, (865) 409-5234) or the recordkeeper, Empower Annuity Insurance Company. The Property Brands old 401(k) page lists the contacts from every plan filing. Find an old Property Brands 401(k)
Data from the public Form 5500 annual reports Property Brands 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 Property Brands. Not financial advice. Report a correction · Methodology