3degrees Group 401(k) match, vesting and fees
What 3degrees Group's 401(k) plan says about matching contributions
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Recordkeeper | Empower Advisory Group, LLC | 2023 Schedule C ↗ |
| Independent auditor | Baker Tilly US, LLP (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
| Late participant contributions | Reported on the filing | Schedule H ↗ |
The recordkeeper is from the plan year 2023 filing, the latest that names one. The other rows are from the plan year 2024 filing.
How the plan compares
Plan year 2024 medians for 9,213 defined-contribution plans in professional, scientific, and technical services with 100 to 499 participants.
| 3degrees Group: employer contribution per participant | $2,836 | |
| Peer median | $2,521 |
| 3degrees Group: average balance | $58,064 | |
| Peer median | $75,833 |
| 3degrees Group: admin expenses ÷ assets | 0.03% | |
| Peer median | 0.27% |
Admin expenses are the plan's reported administrative expenses divided by its assets; they do not include fund expense ratios.
Plan history
Plan assets went from $11.2M at the end of plan year 2021 to $22.3M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 388 | $22.3M | $1.1M | $2,836 | 0.03% | Not published | Form 5500 ↗ |
| 2023 | 371 | $17.1M | $1.1M | $3,082 | 0.03% | Not published | Form 5500 ↗ |
| 2022 | 279 | $11.4M | $688K | $2,484 | 0.51% | Not published | Form 5500 ↗ |
| 2021 | 249 | $11.2M | $561K | $2,387 | 0.55% | Not published | Form 5500 ↗ |
Common questions
Does 3degrees Group match 401(k) contributions?
The match terms for the 3degrees Group, Inc. 401(k) Plan have not been published from its filing yet. The plan year 2024 filing reports $1.1M in employer contributions, about $2,836 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the 3degrees Group 401(k) match vested?
The vesting schedule for the 3degrees Group, Inc. 401(k) Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the 3degrees Group 401(k)?
The recordkeeper listed on Schedule C of the plan year 2023 filing is Empower Advisory Group, LLC. The plan administrator is 3degrees Group, Inc..
I left 3degrees Group. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (3degrees Group, Inc., (415) 335-7988) or the recordkeeper, Empower Advisory Group, LLC. The 3degrees Group old 401(k) page lists the contacts from every plan filing. Find an old 3degrees Group 401(k)
Data from the public Form 5500 annual reports 3degrees Group filed with the U.S. Department of Labor (plan years 2021 and 2022 and 2023 and 2024) and, where noted, the attached independent auditor's report. Plan terms may have changed since the filing; check your current Summary Plan Description. PlanFacts is not affiliated with 3degrees Group. Not financial advice. Report a correction · Methodology