Bozzuto & Associates 401(k) match, vesting and fees
What Bozzuto & Associates' 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 | Cohnreznick 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 136 defined-contribution plans in real estate and rental and leasing with 1,000 to 4,999 participants.
| Bozzuto & Associates: employer contribution per participant | $688 | |
| Peer median | $1,502 |
| Bozzuto & Associates: average balance | $42,526 | |
| Peer median | $49,651 |
| Bozzuto & Associates: admin expenses ÷ assets | 0.25% | |
| Peer median | 0.22% |
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 $155M at the end of plan year 2023 to $190M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 4,735 | $190M | $3.1M | $688 | 0.25% | Not published | Form 5500 ↗ |
| 2023 | 4,413 | $155M | $2.8M | $660 | 0.31% | Not published | Form 5500 ↗ |
Common questions
Does Bozzuto & Associates match 401(k) contributions?
The match terms for the Bozzuto & Associates, Inc. 401(k) Plan have not been published from its filing yet. The plan year 2024 filing reports $3.1M in employer contributions, about $688 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Bozzuto & Associates 401(k) match vested?
The vesting schedule for the Bozzuto & Associates, Inc. 401(k) Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Bozzuto & Associates 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is T Rowe Price Rps Inc. The plan administrator is Bozzuto & Associates, Inc..
I left Bozzuto & Associates. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Bozzuto & Associates, Inc., (301) 486-1366) or the recordkeeper, T Rowe Price Rps Inc. The Bozzuto & Associates old 401(k) page lists the contacts from every plan filing. Find an old Bozzuto & Associates 401(k)
Data from the public Form 5500 annual reports Bozzuto & Associates 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 Bozzuto & Associates. Not financial advice. Report a correction · Methodology