Bdo USA 401(k) match, vesting and fees
What Bdo USA'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 | T Rowe Price Rps Inc | Schedule C ↗ |
| Independent auditor | Hungerford Cpas & Advisors (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
How the plan compares
Plan year 2024 medians for 94 defined-contribution plans in professional, scientific, and technical services with 10,000 to 49,999 participants.
| Bdo USA: employer contribution per participant | $2,573 | |
| Peer median | $2,636 |
| Bdo USA: average balance | $131,880 | |
| Peer median | $138,100 |
| Bdo USA: admin expenses ÷ assets | 0.05% | |
| Peer median | 0.05% |
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 $1.7B at the end of plan year 2023 to $1.9B at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 15,045 | $1.9B | $37.9M | $2,573 | 0.05% | Not published | Form 5500 ↗ |
| 2023 | 14,510 | $1.7B | $41.2M | $2,909 | 0.05% | Not published | Form 5500 ↗ |
Other Bdo USA plans (3)
Each plan files its own Form 5500. Figures are from each plan's latest filing.
Bdo USA Employee Stock Ownership 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 | Retirement · Active | Form 5500 ↗ |
Bdo USA Employee Stock Ownership 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.
| Independent auditor | Hungerford (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | Retirement · Active | Form 5500 ↗ |
Bdo USA, LLP Cash Balance 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.
| Independent auditor | Hungerford Cpas + Advisors (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | Pension (defined benefit) · Terminated (final filing) | Form 5500 ↗ |
Common questions
Does Bdo USA match 401(k) contributions?
The match terms for the Bdo USA Retirement Plan have not been published from its filing yet. The plan year 2024 filing reports $37.9M in employer contributions, about $2,573 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Bdo USA 401(k) match vested?
The vesting schedule for the Bdo USA Retirement Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Bdo USA 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is T Rowe Price Rps Inc. The plan administrator is Bdo USA, P.C..
I left Bdo USA. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Bdo USA, P.C., (704) 887-4235) or the recordkeeper, T Rowe Price Rps Inc. The Bdo USA old 401(k) page lists the contacts from every plan filing. Find an old Bdo USA 401(k)
Data from the public Form 5500 annual reports Bdo USA filed with the U.S. Department of Labor (plan years 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 Bdo USA. Not financial advice. Report a correction · Methodology