Barack Ferrazzano Kirschbaum & Nagelberg 401(k) match, vesting and fees
What Barack Ferrazzano Kirschbaum & Nagelberg'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 | Oneamerica Retirement Services LLC | Schedule C ↗ |
| Independent auditor | Wipfli, 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 9,213 defined-contribution plans in professional, scientific, and technical services with 100 to 499 participants.
| Barack Ferrazzano Kirschbaum & Nagelberg: employer contribution per participant | $5,795 | |
| Peer median | $2,521 |
| Barack Ferrazzano Kirschbaum & Nagelberg: average balance | $800,563 | |
| Peer median | $75,833 |
| Barack Ferrazzano Kirschbaum & Nagelberg: admin expenses ÷ assets | 0.11% | |
| 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 $90.4M at the end of plan year 2021 to $113M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 145 | $113M | $817K | $5,795 | 0.11% | Not published | Form 5500 ↗ |
| 2023 | 141 | $94.8M | $889K | $6,398 | 0.15% | Not published | Form 5500 ↗ |
| 2022 | 136 | $76.4M | $707K | $5,440 | 0.14% | Not published | Form 5500 ↗ |
| 2021 | 133 | $90.4M | $663K | $5,343 | 0.13% | Not published | Form 5500 ↗ |
Other Barack Ferrazzano Kirschbaum & Nagelberg plans (3)
Each plan files its own Form 5500. Figures are from each plan's latest filing.
Bfkn Personal Retirement Plan B
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.
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
Bfkn Associate 401(k) Plan
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.
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
Bfkn Cash Balance Retirement Plan
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.
| Plan type and status | Pension (defined benefit) · Active | Form 5500 ↗ |
Common questions
Does Barack Ferrazzano Kirschbaum & Nagelberg match 401(k) contributions?
The match terms for the Bfkn Personal Retirement Plan a have not been published from its filing yet. The plan year 2024 filing reports $817K in employer contributions, about $5,795 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Barack Ferrazzano Kirschbaum & Nagelberg 401(k) match vested?
The vesting schedule for the Bfkn Personal Retirement Plan a is not in the data published so far. Your Summary Plan Description states it.
Who manages the Barack Ferrazzano Kirschbaum & Nagelberg 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Oneamerica Retirement Services LLC. The plan administrator is Barack Ferrazzano Kirschbaum & Nagelberg LLP.
I left Barack Ferrazzano Kirschbaum & Nagelberg. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Barack Ferrazzano Kirschbaum & Nagelberg LLP, (312) 984-3100) or the recordkeeper, Oneamerica Retirement Services LLC. The Barack Ferrazzano Kirschbaum & Nagelberg old 401(k) page lists the contacts from every plan filing. Find an old Barack Ferrazzano Kirschbaum & Nagelberg 401(k)
Data from the public Form 5500 annual reports Barack Ferrazzano Kirschbaum & Nagelberg 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 Barack Ferrazzano Kirschbaum & Nagelberg. Not financial advice. Report a correction · Methodology