Bousquet Holstein 401(k) match, vesting and fees
What Bousquet Holstein'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 | Grossman St. Amour Cpa (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.
| Bousquet Holstein: employer contribution per participant | $2,692 | |
| Peer median | $2,521 |
| Bousquet Holstein: average balance | $213,196 | |
| Peer median | $75,833 |
| Bousquet Holstein: admin expenses ÷ assets | 0.05% | |
| 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 $24.2M at the end of plan year 2021 to $28.4M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 145 | $28.4M | $358K | $2,692 | 0.05% | Not published | Form 5500 ↗ |
| 2023 | 144 | $25.2M | $375K | $2,675 | <0.01% | Not published | Form 5500 ↗ |
| 2022 | 143 | $21.8M | $330K | $2,483 | 0.01% | Not published | Form 5500 ↗ |
| 2021 | 137 | $24.2M | $312K | $2,476 | <0.01% | Not published | Form 5500 ↗ |
Common questions
Does Bousquet Holstein match 401(k) contributions?
The match terms for the Bousquet Holstein PLLC Employees' Profit Sharing Plan and Trust have not been published from its filing yet. The plan year 2024 filing reports $358K in employer contributions, about $2,692 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Bousquet Holstein 401(k) match vested?
The vesting schedule for the Bousquet Holstein PLLC Employees' Profit Sharing Plan and Trust is not in the data published so far. Your Summary Plan Description states it.
Who manages the Bousquet Holstein 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Fidelity Investments Institutional. The plan administrator is Bousquet Holstein PLLC.
I left Bousquet Holstein. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Bousquet Holstein PLLC, (315) 422-1500) or the recordkeeper, Fidelity Investments Institutional. The Bousquet Holstein old 401(k) page lists the contacts from every plan filing. Find an old Bousquet Holstein 401(k)
Data from the public Form 5500 annual reports Bousquet Holstein 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 Bousquet Holstein. Not financial advice. Report a correction · Methodology