Rotterdam Ventures 401(k) match, vesting and fees
What Rotterdam Ventures' 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 | Morgan Stanley Global Banking Opera | Schedule C ↗ |
| Independent auditor | Caron & Bletzer PLLC (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
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.
| Rotterdam Ventures: employer contribution per participant | $2,724 | |
| Peer median | $1,772 |
| Rotterdam Ventures: average balance | $131,631 | |
| Peer median | $60,900 |
| Rotterdam Ventures: admin expenses ÷ assets | 0.34% | |
| 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 $17M at the end of plan year 2021 to $17.2M at the end of plan year 2025.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2025 | 168 | $17.2M | $357K | $2,724 | 0.34% | Not published | Form 5500 ↗ |
| 2024 | 161 | $14.2M | $331K | $2,603 | 0.55% | Not published | Form 5500 ↗ |
| 2023 | 171 | $12.2M | $304K | $2,391 | 0.48% | Not published | Form 5500 ↗ |
| 2022 | 159 | $10.6M | $294K | $2,430 | 0.44% | Not published | Form 5500 ↗ |
| 2021 | 156 | $17M | $287K | $2,454 | 0.19% | Not published | Form 5500 ↗ |
Other Rotterdam Ventures plans (1)
Each plan files its own Form 5500. Figures are from each plan's latest filing.
Rotterdam Ventures, Inc. Employees' Pension Plan
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.
| Plan type and status | Pension (defined benefit) · Frozen | Form 5500 ↗ |
Common questions
Does Rotterdam Ventures match 401(k) contributions?
The match terms for the Rotterdam Ventures, Inc. Employees Savings Plan have not been published from its filing yet. The plan year 2025 filing reports $357K in employer contributions, about $2,724 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Rotterdam Ventures 401(k) match vested?
The vesting schedule for the Rotterdam Ventures, Inc. Employees Savings Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Rotterdam Ventures 401(k)?
The recordkeeper listed on Schedule C of the plan year 2025 filing is Morgan Stanley Global Banking Opera. The plan administrator is Rotterdam Ventures, Inc..
I left Rotterdam Ventures. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Rotterdam Ventures, Inc., (518) 356-4445) or the recordkeeper, Morgan Stanley Global Banking Opera. The Rotterdam Ventures old 401(k) page lists the contacts from every plan filing. Find an old Rotterdam Ventures 401(k)
Data from the public Form 5500 annual reports Rotterdam Ventures 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 Rotterdam Ventures. Not financial advice. Report a correction · Methodology