Square Management Associates 401(k) match, vesting and fees
What Square Management Associates' 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 | Sentinel Benefits Group, LLC | Schedule C ↗ |
| Independent auditor | Withum Smith + Brown, PC (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
How the plan compares
Plan year 2025 medians for 63 defined-contribution plans in real estate and rental and leasing with 500 to 999 participants.
| Square Management Associates: employer contribution per participant | $1,074 | |
| Peer median | $1,856 |
| Square Management Associates: average balance | $14,616 | |
| Peer median | $67,299 |
| Square Management Associates: admin expenses ÷ assets | 0.36% | |
| Peer median | 0.21% |
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 $505K at the end of plan year 2022 to $7.7M at the end of plan year 2025.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2025 | 720 | $7.7M | $568K | $1,074 | 0.36% | Not published | Form 5500 ↗ |
| 2024 | 703 | $4.4M | $461K | $929 | 0.34% | Not published | Form 5500 ↗ |
| 2023 | 706 | $2M | — | — | 0.42% | Not published | Form 5500 ↗ |
| 2022 | 679 | $505K | — | — | 0.11% | Not published | Form 5500 ↗ |
Common questions
Does Square Management Associates match 401(k) contributions?
The match terms for the Ardc 401(k) Retirement Plan have not been published from its filing yet. The plan year 2025 filing reports $568K in employer contributions, about $1,074 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Square Management Associates 401(k) match vested?
The vesting schedule for the Ardc 401(k) Retirement Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Square Management Associates 401(k)?
The recordkeeper listed on Schedule C of the plan year 2025 filing is Sentinel Benefits Group, LLC. The plan administrator is Square Management Associates.
I left Square Management Associates. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Square Management Associates, (732) 750-1111) or the recordkeeper, Sentinel Benefits Group, LLC. The Square Management Associates old 401(k) page lists the contacts from every plan filing. Find an old Square Management Associates 401(k)
Data from the public Form 5500 annual reports Square Management Associates filed with the U.S. Department of Labor (plan years 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 Square Management Associates. Not financial advice. Report a correction · Methodology