Baker Sterchi Cowden and Rice 401(k) match, vesting and fees
What Baker Sterchi Cowden and Rice'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 | Tpp Retirement Plan Specialists | Schedule C ↗ |
| Independent auditor | Pickett, Chaney & Mcmillen 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 2024 medians for 9,213 defined-contribution plans in professional, scientific, and technical services with 100 to 499 participants.
| Baker Sterchi Cowden and Rice: employer contribution per participant | $2,781 | |
| Peer median | $2,521 |
| Baker Sterchi Cowden and Rice: average balance | $164,557 | |
| Peer median | $75,833 |
| Baker Sterchi Cowden and Rice: admin expenses ÷ assets | 0.26% | |
| 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 $37M at the end of plan year 2021 to $44.3M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 281 | $44.3M | $748K | $2,781 | 0.26% | Not published | Form 5500 ↗ |
| 2023 | 261 | $38.3M | $722K | $2,865 | 0.42% | Not published | Form 5500 ↗ |
| 2022 | 215 | $30.8M | $599K | $2,894 | 0.43% | Not published | Form 5500 ↗ |
| 2021 | 201 | $37M | $615K | $3,154 | 0.46% | Not published | Form 5500 ↗ |
Common questions
Does Baker Sterchi Cowden and Rice match 401(k) contributions?
The match terms for the Baker Sterchi Cowden and Rice LLC 401k Savings Plan have not been published from its filing yet. The plan year 2024 filing reports $748K in employer contributions, about $2,781 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Baker Sterchi Cowden and Rice 401(k) match vested?
The vesting schedule for the Baker Sterchi Cowden and Rice LLC 401k Savings Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Baker Sterchi Cowden and Rice 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Tpp Retirement Plan Specialists. The plan administrator is Administrative Committee Baker Sterchi Cowden and Rice LLC.
I left Baker Sterchi Cowden and Rice. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Administrative Committee Baker Sterchi Cowden and Rice LLC, (816) 471-2121) or the recordkeeper, Tpp Retirement Plan Specialists. The Baker Sterchi Cowden and Rice old 401(k) page lists the contacts from every plan filing. Find an old Baker Sterchi Cowden and Rice 401(k)
Data from the public Form 5500 annual reports Baker Sterchi Cowden and Rice 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 Sterchi Cowden and Rice. Not financial advice. Report a correction · Methodology