Richman Real Estate Investments 401(k) match, vesting and fees
What Richman Real Estate Investments' 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 | Merrill Lynch, Pierce, Fenner and S | Schedule C ↗ |
| Independent auditor | Sullivan and Folan, LLC (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 2025 medians for 502 defined-contribution plans in real estate and rental and leasing with 100 to 499 participants.
| Richman Real Estate Investments: employer contribution per participant | $16,224 | |
| Peer median | $1,772 |
| Richman Real Estate Investments: average balance | $432,887 | |
| Peer median | $60,900 |
| Richman Real Estate Investments: admin expenses ÷ assets | <0.01% | |
| Peer median | 0.38% |
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 $44.2M at the end of plan year 2021 to $65.8M at the end of plan year 2025.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2025 | 153 | $65.8M | $2.5M | $16,224 | <0.01% | Not published | Form 5500 ↗ |
| 2024 | 174 | $59.2M | $2.7M | $15,904 | 0.02% | Not published | Form 5500 ↗ |
| 2023 | 147 | $49.9M | $2.5M | $16,705 | — | Not published | Form 5500 ↗ |
| 2022 | 137 | $40M | $2.1M | $15,400 | — | Not published | Form 5500 ↗ |
| 2021 | 138 | $44.2M | $2M | $14,637 | 0.00% | Not published | Form 5500 ↗ |
Common questions
Does Richman Real Estate Investments match 401(k) contributions?
The match terms for the Richman Real Estate Investments, Inc. 401(k) Retirement Plan have not been published from its filing yet. The plan year 2025 filing reports $2.5M in employer contributions, about $16,224 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Richman Real Estate Investments 401(k) match vested?
The vesting schedule for the Richman Real Estate Investments, Inc. 401(k) Retirement Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Richman Real Estate Investments 401(k)?
The recordkeeper listed on Schedule C of the plan year 2025 filing is Merrill Lynch, Pierce, Fenner and S. The plan administrator is Richman Real Estate Investments, Inc..
I left Richman Real Estate Investments. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Richman Real Estate Investments, Inc., (203) 869-0900) or the recordkeeper, Merrill Lynch, Pierce, Fenner and S. The Richman Real Estate Investments old 401(k) page lists the contacts from every plan filing. Find an old Richman Real Estate Investments 401(k)
Data from the public Form 5500 annual reports Richman Real Estate Investments filed with the U.S. Department of Labor (plan years 2021 and 2022 and 2023 and 2024 and 2025) 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 Richman Real Estate Investments. Not financial advice. Report a correction · Methodology