Bilzin Sumberg Baena Price & Axelrod 401(k) match, vesting and fees
What Bilzin Sumberg Baena Price & Axelrod'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 | Principal Life Insurance Company | Schedule C ↗ |
| Independent auditor | Kaufman, Rossin & Company (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.
| Bilzin Sumberg Baena Price & Axelrod: employer contribution per participant | $7,039 | |
| Peer median | $2,521 |
| Bilzin Sumberg Baena Price & Axelrod: average balance | $341,563 | |
| Peer median | $75,833 |
| Bilzin Sumberg Baena Price & Axelrod: admin expenses ÷ assets | 0.16% | |
| 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 $59M at the end of plan year 2021 to $57.4M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 179 | $57.4M | $1.2M | $7,039 | 0.16% | Not published | Form 5500 ↗ |
| 2023 | 171 | $52M | $1.2M | $7,248 | 0.15% | Not published | Form 5500 ↗ |
| 2022 | 184 | $51.8M | $1.2M | $6,546 | 0.18% | Not published | Form 5500 ↗ |
| 2021 | 181 | $59M | $1.1M | $6,082 | 0.19% | Not published | Form 5500 ↗ |
Other Bilzin Sumberg Baena Price & Axelrod plans (1)
Each plan files its own Form 5500. Figures are from each plan's latest filing.
Bsbp&A LLP 401(k) Plan II
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 ↗ |
Common questions
Does Bilzin Sumberg Baena Price & Axelrod match 401(k) contributions?
The match terms for the Bsbp&A LLP 401(k) Plan I have not been published from its filing yet. The plan year 2024 filing reports $1.2M in employer contributions, about $7,039 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Bilzin Sumberg Baena Price & Axelrod 401(k) match vested?
The vesting schedule for the Bsbp&A LLP 401(k) Plan I is not in the data published so far. Your Summary Plan Description states it.
Who manages the Bilzin Sumberg Baena Price & Axelrod 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Principal Life Insurance Company. The plan administrator is Bilzin Sumberg Baena Price & Axelrod LLP.
I left Bilzin Sumberg Baena Price & Axelrod. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Bilzin Sumberg Baena Price & Axelrod LLP, (305) 350-2382) or the recordkeeper, Principal Life Insurance Company. The Bilzin Sumberg Baena Price & Axelrod old 401(k) page lists the contacts from every plan filing. Find an old Bilzin Sumberg Baena Price & Axelrod 401(k)
Data from the public Form 5500 annual reports Bilzin Sumberg Baena Price & Axelrod filed with the U.S. Department of Labor (plan years 2021 and 2022 and 2023 and 2024 and 2025) 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 Bilzin Sumberg Baena Price & Axelrod. Not financial advice. Report a correction · Methodology