Recordkeeping fees per participant
not reported
Not reported on this filing.
Employers › Vivmark Residential
Vivmark Residential 401(k)
- VMRK NYSE
- Real estate and rental and leasing
- Chicago, IL
- EIN 13-3675988
- 1 plan with Schedule H financials
- Plan year 2024
- filed as Equity Residential
Administrative expenses excluding investment management, per participant · Equity Residential Advantage Retirement Savings Plan · plan year 2024
$35.89
Higher than 20% of the 2,324 plans $250M to 1B that report it.
Source
= $127,105 / 3,542
derived, admin_expenses (2i(12)) minus invst_mgmt_fees (2i(5)), floored at 0; filing 20251003102456NAL0000788275001, received 2025-10-03
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251003102456NAL0000788275001, received 2025-10-03
Percentiles compare this plan with the Schedule H plans $250M to 1B in assets of the same plan year, excluding final filings; shown only where at least 50 comparable plans report the figure. Plan year 2024-01-01 to 2024-12-31, filing received 2025-10-03.
Cost and contributions
Administrative expenses per participant
$35.89
Higher than 13% of the 2,405 plans $250M to 1B that report it.
Source
= $127,105 / 3,542
Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20251003102456NAL0000788275001, received 2025-10-03
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251003102456NAL0000788275001, received 2025-10-03
Administrative expenses as a share of assets
0.039%
Higher than 24% of the 2,407 plans $250M to 1B that report it.
Source
= $127,105 / $326,519,492
Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20251003102456NAL0000788275001, received 2025-10-03
assets_eoy: Schedule H, Part I line 1f col (b); TOT_ASSETS_EOY_AMT pos 61; filing 20251003102456NAL0000788275001, received 2025-10-03
Employer contributions per participant
$1,527
Higher than 16% of the 2,457 plans $250M to 1B that report it.
Source
= $5,408,563 / 3,542
Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20251003102456NAL0000788275001, received 2025-10-03
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251003102456NAL0000788275001, received 2025-10-03
Employer share of total contributions
26.1%
Higher than 34% of the 2,459 plans $250M to 1B that report it.
Source
= $5,408,563 / $20,708,395
Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20251003102456NAL0000788275001, received 2025-10-03
total_contrib: Schedule H, line 2a(3); TOT_CONTRIB_AMT pos 72; filing 20251003102456NAL0000788275001, received 2025-10-03
Plan terms, as stated in Vivmark Residential's SEC filings
Employer match
“The Company matches dollar for dollar up to the first 4% of eligible compensation that a participant contributes to the 401(k) Plan for all employees except those defined as highly compensated employees, whose match is 3%.”
Form 10-K filed 2026-02-13, for the year ended 2025-12-31 · benefits note, 10-K benefits note · source document
Vesting
“Participants are vested in the Company’s contributions over five years.”
Form 10-K filed 2026-02-13, for the year ended 2025-12-31 · benefits note, 10-K benefits note · source document
Terms quoted from the filing for the year ended 2025-12-31. Figures cover plan year 2024. The plan document governs.
Plan features
2E profit-sharing · 2F ERISA 404(c) plan · 2G fully participant-directed · 2J 401(k) feature · 2K 401(m) arrangement · 2S pre-approved plan document · 2T default investment (QDIA) · 3F · 3H controlled-group sponsor · Form 5500, line 8a; TYPE_PENSION_BNFT_CODE pos 81; filing 20251003102456NAL0000788275001, received 2025-10-03
Full record, Equity Residential Advantage Retirement Savings Plan
| Field | Value | Source |
|---|---|---|
| Plan sponsor | EQUITY RESIDENTIAL | Form 5500, Part II line 2a; SPONSOR_DFE_NAME pos 19; filing 20251003102456NAL0000788275001, received 2025-10-03 |
| Plan name | EQUITY RESIDENTIAL ADVANTAGE RETIREMENT SAVINGS PLAN | Form 5500, line 1a; PLAN_NAME pos 16; filing 20251003102456NAL0000788275001, received 2025-10-03 |
| Sponsor EIN / plan number | 13-3675988 / 001 | Form 5500, line 2b; SPONS_DFE_EIN pos 44; filing 20251003102456NAL0000788275001, received 2025-10-03 |
| Plan type | single-employer | Form 5500, Part I line A; TYPE_PLAN_ENTITY_CD pos 4; filing 20251003102456NAL0000788275001, received 2025-10-03 |
| Sponsor location | CHICAGO, IL | Form 5500, line 2a; SPONS_DFE_MAIL_US_STATE pos 25; filing 20251003102456NAL0000788275001, received 2025-10-03 |
| Industry (business code) | 531110, Real estate and rental and leasing | Form 5500, line 2d; BUSINESS_CODE pos 46; filing 20251003102456NAL0000788275001, received 2025-10-03 |
| Plan year | 2024-01-01 to 2024-12-31 | Form 5500, Part I plan year; FORM_PLAN_YEAR_BEGIN_DATE pos 2; filing 20251003102456NAL0000788275001, received 2025-10-03 |
| Filing received | 2025-10-03 | Form 5500, EFAST2 receipt date; DATE_RECEIVED pos 102; filing 20251003102456NAL0000788275001, received 2025-10-03 |
| Final filing | no | Form 5500, Part I line B; FINAL_FILING_IND pos 8; filing 20251003102456NAL0000788275001, received 2025-10-03 |
| Amended filing | no | Form 5500, Part I line B; AMENDED_IND pos 7; filing 20251003102456NAL0000788275001, received 2025-10-03 |
| Participants, beginning of year | 3,652 | Form 5500, line 5; TOT_PARTCP_BOY_CNT pos 71; filing 20251003102456NAL0000788275001, received 2025-10-03 |
| Active participants | 2,323 | Form 5500, line 6a(2); TOT_ACTIVE_PARTCP_CNT pos 72; filing 20251003102456NAL0000788275001, received 2025-10-03 |
| Participants, end of year | 3,661 | Form 5500, line 6f; TOT_ACT_RTD_SEP_BENEF_CNT pos 77; filing 20251003102456NAL0000788275001, received 2025-10-03 |
| Participants with an account balance | 3,542 | Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251003102456NAL0000788275001, received 2025-10-03 |
| Total assets, beginning of year | $294,473,036 | Schedule H, Part I line 1f col (a); TOT_ASSETS_BOY_AMT pos 30; filing 20251003102456NAL0000788275001, received 2025-10-03 |
| Total assets, end of year | $326,519,492 | Schedule H, Part I line 1f col (b); TOT_ASSETS_EOY_AMT pos 61; filing 20251003102456NAL0000788275001, received 2025-10-03 |
| Net assets, end of year | $326,519,492 | Schedule H, line 1l col (b); NET_ASSETS_EOY_AMT pos 67; filing 20251003102456NAL0000788275001, received 2025-10-03 |
| Total income | $64,242,926 | Schedule H, Part II line 2d; TOT_INCOME_AMT pos 97; filing 20251003102456NAL0000788275001, received 2025-10-03 |
| Net income | $32,046,456 | Schedule H, line 2k; NET_INCOME_AMT pos 111; filing 20251003102456NAL0000788275001, received 2025-10-03 |
| Employer contributions | $5,408,563 | Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20251003102456NAL0000788275001, received 2025-10-03 |
| Participant contributions | $13,931,875 | Schedule H, line 2a(1)(B); PARTICIPANT_CONTRIB_AMT pos 69; filing 20251003102456NAL0000788275001, received 2025-10-03 |
| Other contributions (incl. rollovers) | $1,367,957 | Schedule H, line 2a(1)(C); OTH_CONTRIB_RCVD_AMT pos 70; filing 20251003102456NAL0000788275001, received 2025-10-03 |
| Total contributions | $20,708,395 | Schedule H, line 2a(3); TOT_CONTRIB_AMT pos 72; filing 20251003102456NAL0000788275001, received 2025-10-03 |
| Benefit payments | $32,031,381 | Schedule H, line 2e(4); TOT_DISTRIB_BNFT_AMT pos 101; filing 20251003102456NAL0000788275001, received 2025-10-03 |
| Total expenses (incl. benefit payments) | $32,196,470 | Schedule H, line 2j; TOT_EXPENSES_AMT pos 110; filing 20251003102456NAL0000788275001, received 2025-10-03 |
| Total administrative expenses | $127,105 | Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20251003102456NAL0000788275001, received 2025-10-03 |
| Contract administrator fees | $127,105 | Schedule H, line 2i(2); CONTRACT_ADMIN_FEES_AMT pos 106; filing 20251003102456NAL0000788275001, received 2025-10-03 |
| Administrative expenses excluding investment management | $127,105 | derived, admin_expenses (2i(12)) minus invst_mgmt_fees (2i(5)), floored at 0; filing 20251003102456NAL0000788275001, received 2025-10-03 |
| Held in common/collective trusts | $15,207,891 | Schedule H, line 1c(9) col (b); INT_COMMON_TR_EOY_AMT pos 51; filing 20251003102456NAL0000788275001, received 2025-10-03 |
| Held in mutual funds | $297,715,924 | Schedule H, line 1c(13) col (b); INT_REG_INVST_CO_EOY_AMT pos 55; filing 20251003102456NAL0000788275001, received 2025-10-03 |
| Independent auditor | ERNST & YOUNG LLP | Schedule H, Part III line 3a; ACCOUNTANT_FIRM_NAME pos 116; filing 20251003102456NAL0000788275001, received 2025-10-03 |
Position = column in the DOL layout for form year 2024. Filing 20251003102456NAL0000788275001, received 2025-10-03.
Service providers paid directly by the plan
| Provider | Relationship | Service codes | Direct compensation | Indirect |
|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANYrecordkeeper | CONTRACT ADMINISTRATOR | 13 Contract administrator; 37 Participant loan processing; 50 Direct payment from the plan; 64 Recordkeeping fees | $127,102 | yes |
| MORNINGSTAR INVESTMENT MANAGEMENT L | INV ADV, PARTICIPANTS | 26 Investment advisory (participants); 70 Consulting fees | $0 | yes |
Schedule C Part I line 2: name (a), service codes (b), relationship (c), direct compensation paid by the plan (d), indirect compensation received (e). Filing 20251003102456NAL0000788275001, received 2025-10-03.
What changed since the 2023 plan year
| Figure | 2023 | 2024 | Change |
|---|---|---|---|
| Total assets | $294,473,036 | $326,519,492 | 10.9% |
| Participants with a balance | 3,482 | 3,542 | 1.7% |
| Administrative expenses | $113,804 | $127,105 | 11.7% |
| Recordkeeping fees per participant | not reported | not reported | |
| Employer contributions | $5,462,383 | $5,408,563 | -1.0% |
Prior filing 20240712162928NAL0010222003001, received 2024-07-12; the plan years are contiguous.
Alerts, claims and corrections
Sponsor name as filed: EQUITY RESIDENTIAL; SEC registrant: VIVMARK RESIDENTIAL (CIK 906107, matched by EIN).