Adams and Reese 401(k) match, vesting and fees
What Adams and Reese'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 | Schwab Retirement Plan Services,inc | Schedule C ↗ |
| Independent auditor | Bourgeois Bennett LLC (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
How the plan compares
Plan year 2024 medians for 1,287 defined-contribution plans in professional, scientific, and technical services with 500 to 999 participants.
| Adams and Reese: employer contribution per participant | $9,763 | |
| Peer median | $2,600 |
| Adams and Reese: average balance | $454,862 | |
| Peer median | $84,124 |
| Adams and Reese: admin expenses ÷ assets | 0.07% | |
| Peer median | 0.17% |
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 $232M at the end of plan year 2021 to $262M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 594 | $262M | $5.6M | $9,763 | 0.07% | Not published | Form 5500 ↗ |
| 2023 | 551 | $232M | $5.3M | $9,642 | 0.07% | Not published | Form 5500 ↗ |
| 2022 | 566 | $213M | $4.5M | $8,110 | 0.09% | Not published | Form 5500 ↗ |
| 2021 | 562 | $232M | $4.7M | $8,510 | 0.08% | Not published | Form 5500 ↗ |
Other Adams and Reese plans (3)
Each plan files its own Form 5500. Figures are from each plan's latest filing.
Adams and Reese LLP Associate 401(k) Plan
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.
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
Adams and Reese LLP Group Pension Plan III
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.
| Independent auditor | Bourgeois Bennett, LLC (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | Pension (defined benefit) · Active | Form 5500 ↗ |
Adams and Reese LLP Group Pension Plan II
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.
| Independent auditor | Bourgeois Bennett, LLC (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | Pension (defined benefit) · Terminated (final filing) | Form 5500 ↗ |
Common questions
Does Adams and Reese match 401(k) contributions?
The match terms for the Adams and Reese LLP 401(k) Profit Sharing Plan and Trust have not been published from its filing yet. The plan year 2024 filing reports $5.6M in employer contributions, about $9,763 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Adams and Reese 401(k) match vested?
The vesting schedule for the Adams and Reese LLP 401(k) Profit Sharing Plan and Trust is not in the data published so far. Your Summary Plan Description states it.
Who manages the Adams and Reese 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Schwab Retirement Plan Services,inc. The plan administrator is Adams and Reese LLP.
I left Adams and Reese. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Adams and Reese LLP, (504) 581-3234) or the recordkeeper, Schwab Retirement Plan Services,inc. The Adams and Reese old 401(k) page lists the contacts from every plan filing. Find an old Adams and Reese 401(k)
Data from the public Form 5500 annual reports Adams and Reese 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 Adams and Reese. Not financial advice. Report a correction · Methodology