Baxter Hodell Donnelly Preston 401(k) match, vesting and fees
What Baxter Hodell Donnelly Preston'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 | Fidelity Investments Institutional | Schedule C ↗ |
| Independent auditor | Clark Schaefer Hackett (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
Plan history
Plan assets went from $25.2M at the end of plan year 2021 to $30.8M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 272 | $30.8M | $1.3M | $4,794 | 0.03% | Not published | Form 5500 ↗ |
| 2023 | 250 | $24.6M | $489K | $1,997 | 0.03% | Not published | Form 5500 ↗ |
| 2022 | 230 | $20.8M | $419K | $1,890 | 0.02% | Not published | Form 5500 ↗ |
| 2021 | 191 | $25.2M | $319K | $1,697 | 0.02% | Not published | Form 5500 ↗ |
Common questions
Does Baxter Hodell Donnelly Preston match 401(k) contributions?
The match terms for the Baxter Hodell Donnelly Preston, Inc. Savings Incentive Plan and Trust have not been published from its filing yet. The plan year 2024 filing reports $1.3M in employer contributions, about $4,794 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Baxter Hodell Donnelly Preston 401(k) match vested?
The vesting schedule for the Baxter Hodell Donnelly Preston, Inc. Savings Incentive Plan and Trust is not in the data published so far. Your Summary Plan Description states it.
Who manages the Baxter Hodell Donnelly Preston 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Fidelity Investments Institutional. The plan administrator is Baxter Hodell Donnelly Preston, Inc..
I left Baxter Hodell Donnelly Preston. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Baxter Hodell Donnelly Preston, Inc., (513) 271-1634) or the recordkeeper, Fidelity Investments Institutional. The Baxter Hodell Donnelly Preston old 401(k) page lists the contacts from every plan filing. Find an old Baxter Hodell Donnelly Preston 401(k)
Data from the public Form 5500 annual reports Baxter Hodell Donnelly Preston 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 Baxter Hodell Donnelly Preston. Not financial advice. Report a correction · Methodology