William Raveis Real Estate 401(k) match, vesting and fees
What William Raveis Real Estate'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 | The Vanguard Group, Inc. | Schedule C ↗ |
| Independent auditor | Cliftonlarsonallen LLP (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
How the plan compares
Plan year 2024 medians for 1,379 defined-contribution plans in real estate and rental and leasing with 100 to 499 participants.
| William Raveis Real Estate: employer contribution per participant | $484 | |
| Peer median | $1,680 |
| William Raveis Real Estate: average balance | $73,970 | |
| Peer median | $52,722 |
| William Raveis Real Estate: admin expenses ÷ assets | 0.38% | |
| 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 $31M at the end of plan year 2021 to $34.8M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 495 | $34.8M | $228K | $484 | 0.38% | Not published | Form 5500 ↗ |
| 2023 | 582 | $31.7M | — | — | 0.35% | Not published | Form 5500 ↗ |
| 2022 | 609 | $27M | $0 | $0 | 0.35% | Not published | Form 5500 ↗ |
| 2021 | 570 | $31M | $247K | $460 | 0.36% | Not published | Form 5500 ↗ |
Common questions
Does William Raveis Real Estate match 401(k) contributions?
The match terms for the William Raveis Employees Savings & Retirement have not been published from its filing yet. The plan year 2024 filing reports $228K in employer contributions, about $484 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the William Raveis Real Estate 401(k) match vested?
The vesting schedule for the William Raveis Employees Savings & Retirement is not in the data published so far. Your Summary Plan Description states it.
Who manages the William Raveis Real Estate 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is The Vanguard Group, Inc.. The plan administrator is William Raveis Real Estate, Inc..
I left William Raveis Real Estate. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (William Raveis Real Estate, Inc., (203) 925-4589) or the recordkeeper, The Vanguard Group, Inc.. The William Raveis Real Estate old 401(k) page lists the contacts from every plan filing. Find an old William Raveis Real Estate 401(k)
Data from the public Form 5500 annual reports William Raveis Real Estate 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 William Raveis Real Estate. Not financial advice. Report a correction · Methodology