Plan Ledger DOL Form 5500 · updated monthly

Firstservice Residential, Inc.401(k)

FIRSTSERVICE RESIDENTIAL 401(K) PLAN · DANIA BEACH, FL · plan year 2025

Reported admin expense ratio · 2025
0.16%

Peer grade: D · admin costs + employer contributions vs same-size plans · how grading works

Firstservice Residential, Inc. reported $571,425 in plan administrative expenses for 2025: 0.16% of average plan assets, higher than ~75% of peers. Employer contributions averaged $557 per active participant. This ratio covers administrative expenses reported on the plan's Schedule H only; fund-level expense ratios are not included in public structured data — see methodology.

Across the 3 years on file its reported administrative ratio rose from 0.12% to 0.16%. The plan sits in the $250M–$1B size bracket, benchmarked here against 230 comparable plans and shown alongside other real estate & leasing employers. By assets it is the 104th-largest of 3,644 plans among Florida employers on file, and the 30th of 2,096 in real estate & leasing. In 2025, employees put in $3.98 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$383,320,599
Participants with balances8,327
Active participants15,516
Employer contributions$8,636,303
Employee contributions$34,402,123
Employer contribution per active participant$557
Average account balance$46,033
Benefits paid to participants$40,150,891
Plan auditUnmodified (clean) audit opinion
AuditorKAUFMAN ROSSIN & CO.
Plan history4
Yearassets · accounts · employer contribution
2025$383.3M · 8,327 accts · $8.6M emplr
2024$328.2M · 7,742 accts · $8.3M emplr
2023$276.0M · 7,243 accts · $7.5M emplr
2022$214.1M · 6,288 accts · $5.9M emplr
Administrative expenses, itemized · 2025
Recordkeeping & contract admin$31,651
Investment management$112,500
Audit (IQPA)$143,625
Total administrative$571,425
The Firstservice Residential, Inc. 401(k) match · 2025
Employer contribution per active participant$557
Median for plans this size$4,295
2025$557 per active participant
2024$532 per active participant
2023$485 per active participant
2022$349 per active participant

Firstservice Residential, Inc.'s 2025 employer contribution ran below the $4,295 median for plans its size, in the bottom quarter of its peers. Filings report dollars actually contributed, not the match formula; the formula itself (for example, 50% of the first 6% of pay) lives in the plan's summary plan description from HR.

What these fees cost you

Annual cost at the plan's reported 2025 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20254
JPMORGAN INVEST HOLDINGS LLC$279,300
KAUFMAN ROSSIN & CO P.A. · Accounting / audit$143,625
MERCER (US) INC MERCER INVESTMENTS · Investment advisory (plan)$112,500
MMA SECURITIES LLC$36,000

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Administrative cost history4
2025$571,425 · 0.16%
2024$355,445 · 0.12%
2023$433,432 · 0.18%
2022$287,708 · 0.12%
Same employer
Similar plansReal Estate & Leasing · Florida
The Hertz Corporation FL$637.8M · 0.10%
Herc Rentals, Inc. FL$487.5M · 0.02%
Rpc, Inc. FL$326.1M · 0.09%
Regency Centers FL$191.3M · 0.08%

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Source: U.S. Department of Labor, Form 5500 series, EIN 161682850 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.