Allergy & Ent Associates 401(k) match, vesting and fees
What Allergy & Ent Associates' 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 | Bok Financial Asset Mgmt Inc | Schedule C ↗ |
| Independent auditor | Bentley, Bratcher & Associates, P.C (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 7,678 defined-contribution plans in health care and social assistance with 100 to 499 participants.
| Allergy & Ent Associates: employer contribution per participant | $1,851 | |
| Peer median | $1,468 |
| Allergy & Ent Associates: average balance | $63,656 | |
| Peer median | $37,786 |
| Allergy & Ent Associates: admin expenses ÷ assets | 0.27% | |
| Peer median | 0.39% |
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 $18.7M at the end of plan year 2021 to $20.6M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 337 | $20.6M | $600K | $1,851 | 0.27% | Not published | Form 5500 ↗ |
| 2023 | 273 | $18.3M | $376K | $1,554 | 0.27% | Not published | Form 5500 ↗ |
| 2022 | 220 | $15M | $337K | $1,590 | 0.25% | Not published | Form 5500 ↗ |
| 2021 | 213 | $18.7M | $286K | $1,514 | 0.26% | Not published | Form 5500 ↗ |
Common questions
Does Allergy & Ent Associates match 401(k) contributions?
The match terms for the Allergy and Ent Associates, PLLC 401(k) Plan and Trust have not been published from its filing yet. The plan year 2024 filing reports $600K in employer contributions, about $1,851 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Allergy & Ent Associates 401(k) match vested?
The vesting schedule for the Allergy and Ent Associates, PLLC 401(k) Plan and Trust is not in the data published so far. Your Summary Plan Description states it.
Who manages the Allergy & Ent Associates 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Bok Financial Asset Mgmt Inc. The plan administrator is Allergy & Ent Associates, PLLC.
I left Allergy & Ent Associates. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Allergy & Ent Associates, PLLC, (281) 875-8428) or the recordkeeper, Bok Financial Asset Mgmt Inc. The Allergy & Ent Associates old 401(k) page lists the contacts from every plan filing. Find an old Allergy & Ent Associates 401(k)
Data from the public Form 5500 annual reports Allergy & Ent Associates 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 Allergy & Ent Associates. Not financial advice. Report a correction · Methodology