Armanino Advisory 401(k) match, vesting and fees
What Armanino Advisory'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 | Milliman | Schedule C ↗ |
| Independent auditor | Farber Hass Hurley 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.
| Armanino Advisory: employer contribution per participant | $3,175 | |
| Peer median | $2,664 |
| Armanino Advisory: average balance | $124,208 | |
| Peer median | $119,448 |
| Armanino Advisory: admin expenses ÷ assets | 0.10% | |
| 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 $222M at the end of plan year 2021 to $412M at the end of plan year 2025.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2025 | 3,471 | $412M | $10.5M | $3,175 | 0.10% | Not published | Form 5500 ↗ |
| 2024 | 3,521 | $347M | $11.5M | $3,354 | 0.11% | Not published | Form 5500 ↗ |
| 2023 | 3,515 | $290M | $10.5M | $3,133 | 0.15% | Not published | Form 5500 ↗ |
| 2022 | 3,094 | $217M | $9.7M | $3,322 | 0.19% | Not published | Form 5500 ↗ |
| 2021 | 2,609 | $222M | $7.2M | $2,946 | 0.15% | Not published | Form 5500 ↗ |
Common questions
Does Armanino Advisory match 401(k) contributions?
The match terms for the Armanino Advisory LLC 401(k) Profit Sharing Plan have not been published from its filing yet. The plan year 2025 filing reports $10.5M in employer contributions, about $3,175 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Armanino Advisory 401(k) match vested?
The vesting schedule for the Armanino Advisory LLC 401(k) Profit Sharing Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Armanino Advisory 401(k)?
The recordkeeper listed on Schedule C of the plan year 2025 filing is Milliman. The plan administrator is Armanino Advisory LLC.
I left Armanino Advisory. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Armanino Advisory LLC, (925) 790-2742) or the recordkeeper, Milliman. The Armanino Advisory old 401(k) page lists the contacts from every plan filing. Find an old Armanino Advisory 401(k)
Data from the public Form 5500 annual reports Armanino Advisory 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 Armanino Advisory. Not financial advice. Report a correction · Methodology