Stream Realty Partners 401(k) match, vesting and fees
What Stream Realty 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 | Principal Life Insurance Company | Schedule C ↗ |
| Independent auditor | Carrs, Riggs and Ingram, LLC (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
How the plan compares
Plan year 2024 medians for 136 defined-contribution plans in real estate and rental and leasing with 1,000 to 4,999 participants.
| Stream Realty Partners: employer contribution per participant | $2,400 | |
| Peer median | $1,502 |
| Stream Realty Partners: average balance | $57,511 | |
| Peer median | $49,651 |
| Stream Realty Partners: admin expenses ÷ assets | 0.31% | |
| Peer median | 0.22% |
Admin expenses are the plan's reported administrative expenses divided by its assets; they do not include fund expense ratios.
Plan history
Plan assets were $97.1M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 1,738 | $97.1M | $4.1M | $2,400 | 0.31% | Not published | Form 5500 ↗ |
Common questions
Does Stream Realty Partners match 401(k) contributions?
The match terms for the Stream Realty Partners 401(k) Savings Plan have not been published from its filing yet. The plan year 2024 filing reports $4.1M in employer contributions, about $2,400 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Stream Realty Partners 401(k) match vested?
The vesting schedule for the Stream Realty Partners 401(k) Savings Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Stream Realty Partners 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Principal Life Insurance Company. The plan administrator is Stream Realty Partners.
I left Stream Realty Partners. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Stream Realty Partners, (214) 267-0496) or the recordkeeper, Principal Life Insurance Company. The Stream Realty Partners old 401(k) page lists the contacts from every plan filing. Find an old Stream Realty Partners 401(k)
Data from the public Form 5500 annual reports Stream Realty Partners filed with the U.S. Department of Labor (plan years 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 Stream Realty Partners. Not financial advice. Report a correction · Methodology