SRS Real Estate Partners 401(k) match, vesting and fees
What SRS Real Estate Partners' 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 | Fidelity Investments Institutional | Schedule C ↗ |
| Independent auditor | Robert Russell, Cpa, 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.
| SRS Real Estate Partners: employer contribution per participant | $1,989 | |
| Peer median | $1,772 |
| SRS Real Estate Partners: average balance | $91,426 | |
| Peer median | $60,900 |
| SRS Real Estate Partners: admin expenses ÷ assets | 0.09% | |
| 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 $8.6M at the end of plan year 2021 to $12.9M at the end of plan year 2025.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2025 | 178 | $12.9M | $281K | $1,989 | 0.09% | Not published | Form 5500 ↗ |
| 2024 | 169 | $11M | $269K | $1,991 | 0.08% | Not published | Form 5500 ↗ |
| 2023 | 164 | $8.9M | $227K | $1,747 | 0.09% | Not published | Form 5500 ↗ |
| 2022 | 129 | $7.7M | $232K | $2,227 | 0.07% | Not published | Form 5500 ↗ |
| 2021 | 133 | $8.6M | $90K | $868 | 0.09% | Not published | Form 5500 ↗ |
Common questions
Does SRS Real Estate Partners match 401(k) contributions?
The match terms for the Srs Real Estate Partners 401k Plan have not been published from its filing yet. The plan year 2025 filing reports $281K in employer contributions, about $1,989 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the SRS Real Estate Partners 401(k) match vested?
The vesting schedule for the Srs Real Estate Partners 401k Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the SRS Real Estate Partners 401(k)?
The recordkeeper listed on Schedule C of the plan year 2025 filing is Fidelity Investments Institutional. The plan administrator is Srs Real Estate Partners, LLC.
I left SRS Real Estate Partners. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Srs Real Estate Partners, LLC, (800) 944-0012) or the recordkeeper, Fidelity Investments Institutional. The SRS Real Estate Partners old 401(k) page lists the contacts from every plan filing. Find an old SRS Real Estate Partners 401(k)
Data from the public Form 5500 annual reports SRS Real Estate Partners 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 SRS Real Estate Partners. Not financial advice. Report a correction · Methodology