Alexander Proudfoot 401(k) match, vesting and fees
What Alexander Proudfoot'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 | John Hancock | Schedule C ↗ |
| Independent auditor | Windham Brannon, LLC (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
| Late participant contributions | Reported on the filing | Schedule H ↗ |
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.
| Alexander Proudfoot: employer contribution per participant | $299 | |
| Peer median | $2,521 |
| Alexander Proudfoot: average balance | $150,091 | |
| Peer median | $75,833 |
| Alexander Proudfoot: admin expenses ÷ assets | 0.30% | |
| 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 $48.1M at the end of plan year 2021 to $33.3M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 224 | $33.3M | $66K | $299 | 0.30% | Not published | Form 5500 ↗ |
| 2023 | 235 | $34.4M | $87K | $374 | 0.29% | Not published | Form 5500 ↗ |
| 2022 | 264 | $33.3M | $5,460 | $21 | 0.27% | Not published | Form 5500 ↗ |
| 2021 | 286 | $48.1M | -$1,233 | -$4 | 0.38% | Not published | Form 5500 ↗ |
Other Alexander Proudfoot plans (1)
Each plan files its own Form 5500. Figures are from each plan's latest filing.
Alexander Proudfoot Companies Defined Benefit Pension 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.
| Recordkeeper | Newport Group, Inc | 2021 Schedule C ↗ |
| Independent auditor | Rsm US LLP (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | Pension (defined benefit) · Frozen | Form 5500 ↗ |
The recordkeeper is from the plan year 2021 filing, the latest that names one. The other rows are from the plan year 2022 filing.
Common questions
Does Alexander Proudfoot match 401(k) contributions?
The match terms for the Alexander Proudfoot Company and Affiliates 401(k) Plan have not been published from its filing yet. The plan year 2024 filing reports $66K in employer contributions, about $299 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Alexander Proudfoot 401(k) match vested?
The vesting schedule for the Alexander Proudfoot Company and Affiliates 401(k) Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Alexander Proudfoot 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is John Hancock. The plan administrator is Definiti.
I left Alexander Proudfoot. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Definiti, (800) 882-4026) or the recordkeeper, John Hancock. The Alexander Proudfoot old 401(k) page lists the contacts from every plan filing. Find an old Alexander Proudfoot 401(k)
Data from the public Form 5500 annual reports Alexander Proudfoot 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 Alexander Proudfoot. Not financial advice. Report a correction · Methodology