Andersen Tax 401(k) match, vesting and fees
What Andersen Tax'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 | The Vanguard Group, Inc. | Schedule C ↗ |
| Independent auditor | Eisneramper 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 ↗ |
How the plan compares
Plan year 2025 medians for 266 defined-contribution plans in professional, scientific, and technical services with 1,000 to 4,999 participants.
| Andersen Tax: employer contribution per participant | $1,594 | |
| Peer median | $2,664 |
| Andersen Tax: average balance | $149,247 | |
| Peer median | $119,448 |
| Andersen Tax: admin expenses ÷ assets | 0.07% | |
| Peer median | 0.09% |
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 $240M at the end of plan year 2021 to $428M at the end of plan year 2025.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2025 | 2,882 | $428M | $4.6M | $1,594 | 0.07% | Not published | Form 5500 ↗ |
| 2024 | 2,697 | $337M | $3.8M | $1,430 | 0.08% | Not published | Form 5500 ↗ |
| 2023 | 2,557 | $283M | $3.6M | $1,420 | 0.09% | Not published | Form 5500 ↗ |
| 2022 | 2,152 | $216M | $2.6M | $1,217 | 0.09% | Not published | Form 5500 ↗ |
| 2021 | 1,913 | $240M | $2.3M | $1,229 | 0.11% | Not published | Form 5500 ↗ |
Common questions
Does Andersen Tax match 401(k) contributions?
The match terms for the Andersen Tax LLC Tax Reduction Investment Plan have not been published from its filing yet. The plan year 2025 filing reports $4.6M in employer contributions, about $1,594 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Andersen Tax 401(k) match vested?
The vesting schedule for the Andersen Tax LLC Tax Reduction Investment Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Andersen Tax 401(k)?
The recordkeeper listed on Schedule C of the plan year 2025 filing is The Vanguard Group, Inc.. The plan administrator is Andersen Tax LLC.
I left Andersen Tax. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Andersen Tax LLC, (213) 335-5956) or the recordkeeper, The Vanguard Group, Inc.. The Andersen Tax old 401(k) page lists the contacts from every plan filing. Find an old Andersen Tax 401(k)
Data from the public Form 5500 annual reports Andersen Tax filed with the U.S. Department of Labor (plan years 2021 and 2022 and 2023 and 2024 and 2025) 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 Andersen Tax. Not financial advice. Report a correction · Methodology