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Original filing (PDF)20251015074234NAL0001991763001
INDEPENDENCE REALTY OPERATING PARTNERSHIP, LP
Form 5500
FILING_RECEIVED
INDEPENDENCE REALTY OPERATING PARTNERSHIP 401(K) PLAN
401(k) retirement plan
Active participants
865
Accounts w/ balance
892
Plan assets (EOY)
$30.2M
Net assets (EOY)
$30.2M
How this plan invests
This plan
1 pooled trust
Schedule D
37 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
100
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
100
Total plan cost
100
Vendor stack
100
Participation health
100
Helping the score
- Below-peer total fees (5 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for INDEPENDENCE REALTY OPERATING PARTNERSHIP, LP.
Plan sponsor
Name
INDEPENDENCE REALTY OPERATING PARTNERSHIP, LP
EIN
26-4567188
Address
1835 MARKET STREET · SUITE 2601 · PHILADELPHIA, PA · 19103
Phone
(312) 924-1600
Industry
Finance & Insurancesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-15
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2R · Participant-directed brokerage (SDBA)
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
BAKER TILLY US LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| VOYA RETIREMENT ADVISORS, LLC | 02-0488491 | — | RECORDKEEPER | $15K | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PA RETIREMENT SOLUTIONS, INC. | 27-2487837 | HARRISBURG, PA | TPA | $0 | — |
Investments
37 direct securities · 1 pooled fund· $58.7M(100% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
Uncategorized
$29.2M
36 holdings
Pooled Separate Account
$28.6M
1 holding
Pooled Separate Accounts
$931K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| MAP CONTRACT SEPARATE ACCOUNT D VOYA RETIREMENT INSURANCE AND ANNUITY COMPANY · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $28.6M | 94.8% | |
| Vanguard Total Stock Market Index Fund - N/R | — | — | — | $3.5M | 11.6% | |
| Vanguard Target Retirement 2045 Fund N/R | — | — | — | $3.2M | 10.6% | |
| Vanguard Target Retirement 2030 Fund N/R | — | — | — | $3.0M | 9.9% | |
| Vanguard Target Retirement 2035 Fund N/R | — | — | — | $2.0M | 6.8% | |
| Vanguard Target Retirement 2050 Fund N/R | — | — | — | $2.0M | 6.5% | |
| Vanguard Target Retirement 2055 Fund N/R | — | — | — | $1.7M | 5.7% | |
| Vanguard Total International Stock Index Fund N/R | — | — | — | $1.6M | 5.1% | |
| Vanguard Target Retirement 2040 Fund N/R | — | — | — | $1.3M | 4.4% | |
| Vanguard Target Retirement 2060 Fund N/R | — | — | — | $1.1M | 3.5% | |
| Guaranteed Interest Account * Voya Retirement Insurance and Voya Fixed Account N/R | — | — | — | $995K | 3.3% | |
| American Funds Washington Mutual Investors Fund N/R | — | — | — | $935K | 3.1% | |
| American Funds AMCAP Fund R6 N/R | Pooled Separate Accounts | — | — | $931K | 3.1% | |
| Shares Vanguard Small-Cap Index Fund - Admiral N/R | — | — | — | $895K | 3.0% | |
| Vanguard Mid-Cap Index Fund - Admiral N/R | — | — | — | $860K | 2.9% | |
| Vanguard Target Retirement 2025 Fund N/R | — | — | — | $744K | 2.5% | |
| R6 American Funds American Balanced Fund R6 N/R | — | — | — | $623K | 2.1% | |
| Vanguard Target Retirement 2065 Fund N/R | — | — | — | $563K | 1.9% | |
| Voya Intermediate Bond Fund R6 N/R | — | — | — | $436K | 1.4% | |
| Voya Large Cap Growth Portfolio R6 N/R | — | — | — | $435K | 1.4% | |
| DFA Real Estate Securities Portfolio N/R | — | — | — | $421K | 1.4% | |
| American Funds New Perspective Fund R6 N/R | — | — | — | $362K | 1.2% | |
| Annuity Company * Participant Loans Interest rates: 4.25% - 10.50%; $0 | — | — | — | $361K | 1.2% | |
| Shares Vanguard Target Retirement Inc N/R | — | — | — | $302K | 1.0% | |
| DFA Inflation-Protected Securities N/R | — | — | — | $229K | 0.8% | |
| American Funds EUPAC Fund R6 N/R | — | — | — | $223K | 0.7% | |
| Portfolio DFA U.S. Targeted Value Portfolio N/R | — | — | — | $208K | 0.7% | |
| Eaton Vance Income Fund of Boston R6 N/R | — | — | — | $174K | 0.6% | |
| ClearBridge Small Cap Growth Fund IS N/R | — | — | — | $171K | 0.6% | |
| Admiral Shares Victory Sycamore Established Value Fund R6 N/R | — | — | — | $147K | 0.5% | |
| Loomis Sayles Bond Fund N N/R | — | — | — | $146K | 0.5% | |
| American Funds New World Fund R6 N/R | — | — | — | $144K | 0.5% | |
| Vanguard Target Retirement 2070 Fund N/R | — | — | — | $128K | 0.4% | |
| Self-Directed Brokerage Accounts * Charles Schwab Self-directed brokerage accounts N/R | — | — | — | $124K | 0.4% | |
| Neuberger Berman Mid Cap Growth Fund R6 N/R | — | — | — | $123K | 0.4% | |
| Vanguard Target Retirement 2020 Fund N/R | — | — | — | $26K | <0.1% | |
| Voya Government Money Market N/R | — | — | — | $9K | <0.1% | |
| Vanguard Federal Money Market Fund N/R | — | — | — | $1K | <0.1% |