Baker Donelson Bearman Caldwell & Berkowitz 401(k) match, vesting and fees
What Baker Donelson Bearman Caldwell & Berkowitz'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 | Empower Annuity Ins. Co. of America | Schedule C ↗ |
| Independent auditor | Baker Tilly US 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 1,087 defined-contribution plans in professional, scientific, and technical services with 1,000 to 4,999 participants.
| Baker Donelson Bearman Caldwell & Berkowitz: employer contribution per participant | $13,069 | |
| Peer median | $2,556 |
| Baker Donelson Bearman Caldwell & Berkowitz: average balance | $386,910 | |
| Peer median | $100,166 |
| Baker Donelson Bearman Caldwell & Berkowitz: admin expenses ÷ assets | 0.07% | |
| Peer median | 0.11% |
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 $603M at the end of plan year 2021 to $628M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 1,622 | $628M | $21.2M | $13,069 | 0.07% | Not published | Form 5500 ↗ |
| 2023 | 1,578 | $557M | $16.8M | $10,666 | 0.02% | Not published | Form 5500 ↗ |
| 2022 | 1,616 | $501M | $14.9M | $9,307 | 0.04% | Not published | Form 5500 ↗ |
| 2021 | 1,605 | $603M | $14.5M | $9,060 | 0.05% | Not published | Form 5500 ↗ |
Common questions
Does Baker Donelson Bearman Caldwell & Berkowitz match 401(k) contributions?
The match terms for the Baker Donelson Bearman Caldwell & Berkowitz Retirement Savings Plan have not been published from its filing yet. The plan year 2024 filing reports $21.2M in employer contributions, about $13,069 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Baker Donelson Bearman Caldwell & Berkowitz 401(k) match vested?
The vesting schedule for the Baker Donelson Bearman Caldwell & Berkowitz Retirement Savings Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Baker Donelson Bearman Caldwell & Berkowitz 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Empower Annuity Ins. Co. of America. The plan administrator is Baker Donelson Bearman Caldwell & Berkowitz P.C..
I left Baker Donelson Bearman Caldwell & Berkowitz. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Baker Donelson Bearman Caldwell & Berkowitz P.C., (901) 526-2000) or the recordkeeper, Empower Annuity Ins. Co. of America. The Baker Donelson Bearman Caldwell & Berkowitz old 401(k) page lists the contacts from every plan filing. Find an old Baker Donelson Bearman Caldwell & Berkowitz 401(k)
Data from the public Form 5500 annual reports Baker Donelson Bearman Caldwell & Berkowitz 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 Baker Donelson Bearman Caldwell & Berkowitz. Not financial advice. Report a correction · Methodology