Firstservice Residential 401(k) plan

Firstservice Residential, Inc., Dania Beach, FL. EIN 16-1682850. Annual reports 2009–2025. Also filed as Firstmanagement Partners, Inc.; Firstservice Residential MGMT; Firstservice Residential Management, Inc.; Firstservice Residential Inc.

Firstservice Residential, Inc. has one active retirement plan on file, the Firstservice Residential 401(k) Plan, with 17,112 participants and $383 million in assets in 2025. J.P. Morgan has been its recordkeeper since 2023. No traditional pension plan appears in Firstservice Residential's filings since 2009.

Active plans: 1
Participants: 17,112
Plan assets: $383 million
401(k) recordkeeper: J.P. Morgan
Plans on file: 1
Industry: Real estate

The plan

Firstservice Residential 401(k) Plan

401(k)Active

Active. The plan filed its annual report for the 2025 plan year.

Plan number: 001Employer EIN 16-1682850
Participants (2025): 17,112
Net assets (2025): $383 million
Recordkeeper: J.P. MorganEarlier: Transamerica (2012–2022), ADP (2009–2011)
Plan administrator: Firstservice Residential, Inc.
1855 Griffin Road Suite A-330
Dania Beach, FL 33004
(877) 418-9562As filed for 2025
In effect since: January 1, 1999

Plans merged into this one: Wentworth National 401(k) Plan (2013); Wentworth Property Management Corp. 401(k) Savings Plan (2013).

Earlier sponsors: Firstmanagement Partners, Inc. (2009); Firstservice Residential MGMT (2010–2011); Firstservice Residential Management, Inc. (2012).

Earlier plan names: Firstmanagement Partners 401(k) Plan; First Management Partners 401(k) Plan; Firstservice Residential Management 401(k) Plan.

Year by year, 2009 to 2025

Plan year	Participants	Net assets	Recordkeeper
2025	17,112	$383 million	J.P. Morgan
2024	17,096	$328 million	J.P. Morgan
2023	17,015	$276 million	J.P. Morgan
2022	18,234	$214 million	Transamerica
2021	18,916	$253 million	Transamerica
2020	18,838	$218 million	Transamerica
2019	18,865	$181 million	Transamerica
2018	17,898	$140 million	Transamerica
2017	17,370	$142 million	Transamerica
2016	23,359	$117 million	Transamerica
2015	17,251	$107 million	Transamerica
2014	22,128	$102 million	Transamerica
2013	14,073	$89.8 million	Transamerica
2012	11,409	$53.9 million	Transamerica
2011	8,269	$35.1 million	ADP
2010	7,740	$34.1 million	ADP
2009	7,270	$29.7 million	ADP

If you had money in one of these plans

Call J.P. Morgan (jpmorgan.com), which runs the Firstservice Residential 401(k) Plan. With your Social Security number and the plan name, it can tell you whether you still have a balance and, if not, where it went.
Or call the plan administrator listed on the plan below ((877) 418-9562). That number was filed for 2025; ask for the benefits or retirement plan office.
Still stuck? The Department of Labor's benefits advisers help for free: askebsa.dol.gov or 1-866-444-3272. Never pay anyone to find your own money.

What these numbers are

They come from the Form 5500 annual reports each plan files with the Department of Labor, as the plan filed them. A plan year is usually a calendar year.
Participants counts everyone in the plan at year end: current employees, former employees who still have a balance or a pension coming, and retirees or beneficiaries being paid.
The recordkeeper is the service provider whose Schedule C entry says it keeps the plan's records. Small plans do not file Schedule C, so some plans show none.
We cannot see anyone's account. Only the plan or its recordkeeper can tell you your balance.

Sources: U.S. Department of Labor, Form 5500 datasets and PBGC trusteed plans. How we read them.

The plan

Firstservice Residential 401(k) Plan

If you had money in one of these plans

What these numbers are

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