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Original filing (PDF)20251015090012NAL0005604160001
RESIDENTIAL MANAGEMENT GROUP, LLC
Form 5500
FILING_RECEIVED
RESIDENTIAL MANAGEMENT GROUP, LLC 401K RETIREMENT SAVINGS PLAN
401(k) retirement plan
Signals · 2
No recordkeeper disclosed9 service providers
Active participants
209
Accounts w/ balance
228
Plan assets (EOY)
$37.5M
Net assets (EOY)
$37.5M
How this plan invests
This plan
1 pooled trust
Schedule D
66 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
98
/ 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
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
Helping the score
- Below-peer total fees (2 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for RESIDENTIAL MANAGEMENT GROUP, LLC.
Plan sponsor
Name
RESIDENTIAL MANAGEMENT GROUP, LLC
EIN
74-3083621
Address
909 THIRD AVENUE · NEW YORK, NY · 10022
Phone
(212) 692-8330
Industry
Real Estatesee all
Plan administrator
Name
RESIDENTIAL MANAGEMENT GROUP, LLC
EIN
74-3083621
City
NEW YORK, NY
Phone
(212) 692-8330
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
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
EISNERAMPER
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
9 rowsTPA / Administrator
3| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| OPEN ACQ LLC | 26-1766327 | — | TPA | — | — |
| OPEN ACQ LLC | 26-1766327 | — | THIRD PARTY ADMINISTRATO | — | — |
| OPEN ACQ LLC | 26-1766327 | — | THIRD PARTY ADMINISTRATOR | $0 | — |
Other
6| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| VOYA RETIREMENT ADVISORS, LLC | 71-0294708 | — | SERVICE PROVIDER | $7K | — |
| MORGAN STANLEY SMITH BARNEY LLC | 20-8764829 | — | SERVICE PROVIDER | — | — |
| VOYA RETIREMENT INS AND ANNUITY CO | 71-0294708 | — | SERVICE PROVIDER | — | — |
| MORGAN STANLEY SMITH BARNEY LLC | 20-8764829 | — | SERVICE PROVIDER | — | — |
| VOYA RETIREMENT INS AND ANNUITY | 71-0294708 | — | SERVICE PROVIDER | — | — |
| MORGAN STANLEY SMITH BARNEY LLC | 20-8764829 | — | SERVICE PROVIDER | $0 | — |
Investments
64 direct securities · 1 pooled fund· $101.8M(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
$69.2M
64 holdings
Pooled Separate Account
$32.6M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| MAP CONTRACT SEPARATE ACCOUNT D VOYA RETIREMENT INSURANCE AND ANNUITY CO · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $32.6M | 87.0% | |
| Voya Retirement Insurance and Annuity Company American Funds 2025 T Date R6 | — | — | — | $4.1M | 10.9% | |
| Voya Retirement Insurance and Annuity Company American Funds 2025 T Date R6 | — | — | — | $4.0M | 10.7% | |
| Voya Retirement Insurance and Annuity Company iShares S&P 500 Index Fund K | — | — | — | $3.8M | 10.3% | |
| Voya Retirement Insurance and Annuity Company Vangrd Growth Index Fund Adm | — | — | — | $3.8M | 10.1% | |
| Voya Retirement Insurance and Annuity Company Vangrd Growth Index Fund Adm | — | — | — | $3.7M | 10.0% | |
| Voya Retirement Insurance and Annuity Company American Funds 2020 T Date R6 | — | — | — | $3.5M | 9.4% | |
| Voya Retirement Insurance and Annuity Company iShares S&P 500 Index Fund K | — | — | — | $3.2M | 8.5% | |
| Voya Retirement Insurance and Annuity Company American Funds 2030 T Date R6 | — | — | — | $3.1M | 8.3% | |
| Voya Retirement Insurance and Annuity Company Voya Fixed Account - at contract value | — | — | — | $2.9M | 7.6% | |
| Voya Retirement Insurance and Annuity Company American Funds 2030 T Date R6 | — | — | — | $2.7M | 7.2% | |
| Voya Retirement Insurance and Annuity Company Voya Fixed Account 4633 - at contract value | — | — | — | $2.7M | 7.2% | |
| Voya Retirement Insurance and Annuity Company Voya Fixed Account 4633 - at contract value | — | — | — | $2.4M | 6.5% | |
| Voya Retirement Insurance and Annuity Company Voya Fixed Account - at contract value | — | — | — | $2.2M | 5.9% | |
| Voya Retirement Insurance and Annuity Company American Funds 2040 T Date R6 | — | — | — | $1.9M | 5.2% | |
| Voya Retirement Insurance and Annuity Company American Funds 2035 T Date R6 | — | — | — | $1.9M | 5.1% | |
| Voya Retirement Insurance and Annuity Company American Funds 2040 T Date R6 | — | — | — | $1.8M | 4.8% | |
| Voya Retirement Insurance and Annuity Company American Funds 2035 T Date R6 | — | — | — | $1.5M | 4.0% | |
| Voya Retirement Insurance and Annuity Company JPMorgan US Equity Fund R6 | — | — | — | $937K | 2.5% | |
| Voya Retirement Insurance and Annuity Company iShares Russell Mid-Cap Idx K | — | — | — | $928K | 2.5% | |
| Voya Retirement Insurance and Annuity Company Janus Hndr Forty Fund N | — | — | — | $890K | 2.4% | |
| Voya Retirement Insurance and Annuity Company American Funds 2050 T Date R6 | — | — | — | $857K | 2.3% | |
| Voya Retirement Insurance and Annuity Company American Funds 2050 T Date R6 | — | — | — | $832K | 2.2% | |
| Voya Retirement Insurance and Annuity Company Royce Small-Cap Fund Ins | — | — | — | $791K | 2.1% | |
| Voya Retirement Insurance and Annuity Company iShares Russell Mid-Cap Idx K | — | — | — | $773K | 2.1% | |
| Voya Retirement Insurance and Annuity Company American Funds 2015 T Date R6 | — | — | — | $769K | 2.1% | |
| Voya Retirement Insurance and Annuity Company JPMorgan US Equity Fund R6 | — | — | — | $755K | 2.0% | |
| Voya Retirement Insurance and Annuity Company Baron Small Cap Fund R6 | — | — | — | $735K | 2.0% | |
| Voya Retirement Insurance and Annuity Company Janus Hndr Forty Fund N | — | — | — | $710K | 1.9% | |
| Voya Retirement Insurance and Annuity Company Voya Intermediate Bond Fund R6 | — | — | — | $676K | 1.8% | |
| Voya Retirement Insurance and Annuity Company American Funds 2015 T Date R6 | — | — | — | $640K | 1.7% | |
| Voya Retirement Insurance and Annuity Company American Funds 2055 T Date R6 | — | — | — | $578K | 1.5% | |
| Voya Retirement Insurance and Annuity Company Vangrd Value Index Fund Adm | — | — | — | $575K | 1.5% | |
| Voya Retirement Insurance and Annuity Company American Funds 2045 T Date R6 | — | — | — | $541K | 1.4% | |
| Voya Retirement Insurance and Annuity Company iShares Russell 2000 SmCp In K | — | — | — | $533K | 1.4% | |
| Voya Retirement Insurance and Annuity Company Columbia Dividend Income Fd I3 | — | — | — | $508K | 1.4% | |
| Voya Retirement Insurance and Annuity Company Columbia High Yield Bond Fd I3 | — | — | — | $477K | 1.3% | |
| Voya Retirement Insurance and Annuity Company American Funds 2045 T Date R6 | — | — | — | $441K | 1.2% | |
| Voya Retirement Insurance and Annuity Company American Funds 2055 T Date R6 | — | — | — | $440K | 1.2% | |
| Voya Retirement Insurance and Annuity Company Vangrd Value Index Fund Adm | — | — | — | $438K | 1.2% | |
| Voya Retirement Insurance and Annuity Company Columbia Dividend Income Fd I3 | — | — | — | $430K | 1.1% | |
| Voya Retirement Insurance and Annuity Company AmCen Mid Cap Value Fund R6 | — | — | — | $347K | 0.9% | |
| Voya Retirement Insurance and Annuity Company iShares US Agg Bond In Fd K | — | — | — | $322K | 0.9% | |
| Voya Retirement Insurance and Annuity Company Carillon Eagle Mid Cap Grw R6 | — | — | — | $315K | 0.8% | |
| Voya Retirement Insurance and Annuity Company American Funds 2015 T Date R6 | — | — | — | $305K | 0.8% | |
| Voya Retirement Insurance and Annuity Company DFA Emerging Markets Pt Ins | — | — | — | $297K | 0.8% | |
| Voya Retirement Insurance and Annuity Company AmCen Mid Cap Value Fund R6 | — | — | — | $293K | 0.8% | |
| Voya Retirement Insurance and Annuity Company iShares MSCI EAFE Index Fnd K | — | — | — | $254K | 0.7% | |
| Notes receivable from participants Interest at 4.75% - 10.00% | — | — | — | $246K | 0.7% | |
| Voya Retirement Insurance and Annuity Company American Funds 2060 T Date R6 | — | — | — | $232K | 0.6% | |
| Voya Retirement Insurance and Annuity Company Gldmn Sachs Intl Eq Ins Fd R6 | — | — | — | $219K | 0.6% | |
| Notes receivable from participants Interest at 4.75% - 10.00% | — | — | — | $215K | 0.6% | |
| Voya Retirement Insurance and Annuity Company DFA Emerging Markets Pt Ins | — | — | — | $213K | 0.6% | |
| Voya Retirement Insurance and Annuity Company MFS International Grw Fund R6 | — | — | — | $207K | 0.6% | |
| Voya Retirement Insurance and Annuity Company iShares MSCI EAFE Index Fnd K | — | — | — | $195K | 0.5% | |
| Voya Retirement Insurance and Annuity Company American Funds 2060 T Date R6 | — | — | — | $182K | 0.5% | |
| Voya Retirement Insurance and Annuity Company Janus Hndr Small Cap Val FD N | — | — | — | $162K | 0.4% | |
| Voya Retirement Insurance and Annuity Company Cohen & Steers Real Est S Fd Z | — | — | — | $129K | 0.3% | |
| Voya Retirement Insurance and Annuity Company Voya Intermediate Bond Fund R6 | — | — | — | $105K | 0.3% | |
| Voya Retirement Insurance and Annuity Company American Funds US Gvt Sec R6 | — | — | — | $97K | 0.3% | |
| Voya Retirement Insurance and Annuity Company iShares US Agg Bond In Fd K | — | — | — | $95K | 0.3% | |
| Voya Retirement Insurance and Annuity Company Cohen & Steers Real Est S Fd Z | — | — | — | $64K | 0.2% | |
| Voya Retirement Insurance and Annuity Company American Funds 2010 T Date R6 | — | — | — | $25K | <0.1% | |
| Voya Retirement Insurance and Annuity Company American Funds 2065 T Date R6 | — | — | — | $6K | <0.1% | |
| Voya Retirement Insurance and Annuity Company FedHerms Govt Obligs Fd Premr | — | — | — | $1K | <0.1% |
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