Affiliated Managers Group 401(k) match, vesting and fees
What Affiliated Managers 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 | Merrill Lynch, Pierce, Fenner Smith | Schedule C ↗ |
| Independent auditor | Pricewaterhousecoopers LLP (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
How the plan compares
Plan year 2024 medians for 3,409 defined-contribution plans in finance and insurance with 100 to 499 participants.
| Affiliated Managers Group: employer contribution per participant | $8,415 | |
| Peer median | $2,868 |
| Affiliated Managers Group: average balance | $322,375 | |
| Peer median | $95,281 |
| Affiliated Managers Group: admin expenses ÷ assets | <0.01% | |
| Peer median | 0.22% |
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 $223M at the end of plan year 2021 to $118M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 381 | $118M | $3.1M | $8,415 | <0.01% | Not published | Form 5500 ↗ |
| 2023 | 380 | $102M | $2.4M | $6,540 | <0.01% | Not published | Form 5500 ↗ |
| 2022 | 754 | $193M | $5.3M | $7,317 | 0.02% | Not published | Form 5500 ↗ |
| 2021 | 718 | $223M | $5.3M | $7,577 | 0.02% | Not published | Form 5500 ↗ |
Common questions
Does Affiliated Managers Group match 401(k) contributions?
The match terms for the Affiliated Managers Group, Inc. 401(k) Profit Sharing Plan have not been published from its filing yet. The plan year 2024 filing reports $3.1M in employer contributions, about $8,415 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Affiliated Managers Group 401(k) match vested?
The vesting schedule for the Affiliated Managers Group, Inc. 401(k) Profit Sharing Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Affiliated Managers Group 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Merrill Lynch, Pierce, Fenner Smith. The plan administrator is Affiliated Managers Group, Inc..
I left Affiliated Managers Group. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Affiliated Managers Group, Inc., (617) 747-3300) or the recordkeeper, Merrill Lynch, Pierce, Fenner Smith. The Affiliated Managers Group old 401(k) page lists the contacts from every plan filing. Find an old Affiliated Managers Group 401(k)
Data from the public Form 5500 annual reports Affiliated Managers 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 Affiliated Managers Group. Not financial advice. Report a correction · Methodology