Security Properties Residential, LL 401(k) match, vesting and fees
What Security Properties Residential, LL'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 | United 401(k) Plans, Inc. | Schedule C ↗ |
| Independent auditor | Baker Tilly US, LLP (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.
| Security Properties Residential, LL: employer contribution per participant | $1,404 | |
| Peer median | $1,449 |
| Security Properties Residential, LL: average balance | $22,252 | |
| Peer median | $44,821 |
| Security Properties Residential, LL: admin expenses ÷ assets | 0.75% | |
| 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 $9.5M at the end of plan year 2021 to $15.2M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 725 | $15.2M | $962K | $1,404 | 0.75% | Not published | Form 5500 ↗ |
| 2023 | 916 | $13.4M | $1.2M | $1,638 | 0.79% | Not published | Form 5500 ↗ |
| 2022 | 804 | $9.6M | $989K | $1,306 | 0.87% | Not published | Form 5500 ↗ |
| 2021 | 853 | $9.5M | $940K | $1,159 | 1.05% | Not published | Form 5500 ↗ |
Common questions
Does Security Properties Residential, LL match 401(k) contributions?
The match terms for the Security Properties Residential, LLC 401(k) Plan have not been published from its filing yet. The plan year 2024 filing reports $962K in employer contributions, about $1,404 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Security Properties Residential, LL 401(k) match vested?
The vesting schedule for the Security Properties Residential, LLC 401(k) Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Security Properties Residential, LL 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is United 401(k) Plans, Inc.. The plan administrator is Security Properties Residential, Ll.
I left Security Properties Residential, LL. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Security Properties Residential, Ll, (206) 628-8001) or the recordkeeper, United 401(k) Plans, Inc.. The Security Properties Residential, LL old 401(k) page lists the contacts from every plan filing. Find an old Security Properties Residential, LL 401(k)
Data from the public Form 5500 annual reports Security Properties Residential, LL 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 Security Properties Residential, LL. Not financial advice. Report a correction · Methodology