Wall Residences 401(k) match, vesting and fees
What Wall Residences' 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 | Didawick & Company, PC (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
How the plan compares
Plan year 2024 medians for 7,678 defined-contribution plans in health care and social assistance with 100 to 499 participants.
| Wall Residences: employer contribution per participant | $1,257 | |
| Peer median | $1,468 |
| Wall Residences: average balance | $19,266 | |
| Peer median | $37,786 |
| Wall Residences: admin expenses ÷ assets | 1.32% | |
| Peer median | 0.39% |
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 $3.3M at the end of plan year 2021 to $3.4M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 393 | $3.4M | $219K | $1,257 | 1.32% | Not published | Form 5500 ↗ |
| 2023 | 408 | $3.8M | $179K | $1,273 | 1.28% | Not published | Form 5500 ↗ |
| 2022 | 236 | $2.9M | $0 | $0 | 1.32% | Not published | Form 5500 ↗ |
| 2021 | 223 | $3.3M | $135K | $1,456 | 1.26% | Not published | Form 5500 ↗ |
Other Wall Residences plans (1)
Each plan files its own Form 5500. Figures are from each plan's latest filing.
Wall Residences, Inc Employee Stock Ownership 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.
| Independent auditor | Brown Edwards & Co. (unmodified opinion) | Schedule H ↗ |
| Plan type and status | Retirement · Active | Form 5500 ↗ |
Common questions
Does Wall Residences match 401(k) contributions?
The match terms for the Wall Residences, Inc.401(K) Profit Sharing Plan and Trust have not been published from its filing yet. The plan year 2024 filing reports $219K in employer contributions, about $1,257 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Wall Residences 401(k) match vested?
The vesting schedule for the Wall Residences, Inc.401(K) Profit Sharing Plan and Trust is not in the data published so far. Your Summary Plan Description states it.
Who manages the Wall Residences 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Fidelity Investments Institutional. The plan administrator is Wall Residences, Inc..
I left Wall Residences. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Wall Residences, Inc., (540) 745-4216) or the recordkeeper, Fidelity Investments Institutional. The Wall Residences old 401(k) page lists the contacts from every plan filing. Find an old Wall Residences 401(k)
Data from the public Form 5500 annual reports Wall Residences 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 Wall Residences. Not financial advice. Report a correction · Methodology