Worth Ross Management 401(k) match, vesting and fees
What Worth Ross Management'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 | Sovereign Wealth Advisors LLC | Schedule C ↗ |
| Independent auditor | Robertson & Robertson 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.
| Worth Ross Management: employer contribution per participant | $1,876 | |
| Peer median | $1,772 |
| Worth Ross Management: average balance | $33,733 | |
| Peer median | $60,900 |
| Worth Ross Management: admin expenses ÷ assets | 0.22% | |
| 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 $7.9M at the end of plan year 2021 to $11.9M at the end of plan year 2025.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2025 | 640 | $11.9M | $660K | $1,876 | 0.22% | Not published | Form 5500 ↗ |
| 2024 | 568 | $10.9M | $667K | $2,002 | 0.19% | Not published | Form 5500 ↗ |
| 2023 | 4 | $0 | — | — | — | Not published | 5500-SF ↗ |
| 2022 | 535 | $7.2M | $548K | $1,755 | 0.17% | Not published | Form 5500 ↗ |
| 2021 | 496 | $7.9M | $567K | $1,812 | 0.61% | Not published | Form 5500 ↗ |
Other Worth Ross Management plans (1)
Each plan files its own Form 5500. Figures are from each plan's latest filing.
Worth Ross Management Company Retirement 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.
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
Common questions
Does Worth Ross Management match 401(k) contributions?
The match terms for the Worth Ross 401(k) Plan have not been published from its filing yet. The plan year 2025 filing reports $660K in employer contributions, about $1,876 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Worth Ross Management 401(k) match vested?
The vesting schedule for the Worth Ross 401(k) Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Worth Ross Management 401(k)?
The recordkeeper listed on Schedule C of the plan year 2025 filing is Sovereign Wealth Advisors LLC. The plan administrator is Worth Ross Management Co. Inc..
I left Worth Ross Management. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Worth Ross Management Co. Inc., (855) 435-4596) or the recordkeeper, Sovereign Wealth Advisors LLC. The Worth Ross Management old 401(k) page lists the contacts from every plan filing. Find an old Worth Ross Management 401(k)
Data from the public Form 5500 annual reports Worth Ross Management 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 Worth Ross Management. Not financial advice. Report a correction · Methodology