Buchanan Ingersoll & Rooney 401(k) match, vesting and fees
What Buchanan Ingersoll & Rooney'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 | Schwab Retirement Plan Services,inc | Schedule C ↗ |
| Independent auditor | Catanese Group (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
How the plan compares
Plan year 2024 medians for 1,087 defined-contribution plans in professional, scientific, and technical services with 1,000 to 4,999 participants.
| Buchanan Ingersoll & Rooney: employer contribution per participant | $8,360 | |
| Peer median | $2,556 |
| Buchanan Ingersoll & Rooney: average balance | $372,130 | |
| Peer median | $100,166 |
| Buchanan Ingersoll & Rooney: admin expenses ÷ assets | 0.05% | |
| Peer median | 0.11% |
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 $62.3M at the end of plan year 2021 to $484M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 1,326 | $484M | $10.9M | $8,360 | 0.05% | Not published | Form 5500 ↗ |
| 2023 | 1,290 | $424M | $9.8M | $7,790 | 0.04% | Not published | Form 5500 ↗ |
| 2022 | 1,301 | $387M | $9.6M | $7,409 | 0.11% | Not published | Form 5500 ↗ |
| 2021 | 429 | $62.3M | — | — | 0.06% | Not published | Form 5500 ↗ |
Other Buchanan Ingersoll & Rooney plans (4)
Each plan files its own Form 5500. Figures are from each plan's latest filing.
Buchanan Ingersoll & Rooney PC 2021 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.
| Plan type and status | Pension (defined benefit) · Active | Form 5500 ↗ |
Buchanan Ingersoll & Rooney PC Profit Sharing 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.
| Recordkeeper | Newport Group | 2021 Schedule C ↗ |
| Independent auditor | Catanese Group (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Terminated (final filing) | Form 5500 ↗ |
The recordkeeper is from the plan year 2021 filing, the latest that names one. The other rows are from the plan year 2022 filing.
Buchanan Ingersoll & Rooney PC Pension 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.
| Recordkeeper | Newport Group | 2021 Schedule C ↗ |
| Independent auditor | Catanese Group (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | Retirement · Terminated (final filing) | Form 5500 ↗ |
The recordkeeper is from the plan year 2021 filing, the latest that names one. The other rows are from the plan year 2022 filing.
Buchanan Ingersoll & Rooney PC 2013 Cash Balance Pension 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 | Pension (defined benefit) · Terminated (final filing) | Form 5500 ↗ |
Common questions
Does Buchanan Ingersoll & Rooney match 401(k) contributions?
The match terms for the Buchanan Ingersoll & Rooney PC Retirement Savings Plan have not been published from its filing yet. The plan year 2024 filing reports $10.9M in employer contributions, about $8,360 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Buchanan Ingersoll & Rooney 401(k) match vested?
The vesting schedule for the Buchanan Ingersoll & Rooney PC Retirement Savings Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Buchanan Ingersoll & Rooney 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Schwab Retirement Plan Services,inc. The plan administrator is Buchanan Ingersoll & Rooney PC.
I left Buchanan Ingersoll & Rooney. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Buchanan Ingersoll & Rooney PC, (412) 562-8800) or the recordkeeper, Schwab Retirement Plan Services,inc. The Buchanan Ingersoll & Rooney old 401(k) page lists the contacts from every plan filing. Find an old Buchanan Ingersoll & Rooney 401(k)
Data from the public Form 5500 annual reports Buchanan Ingersoll & Rooney 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 Buchanan Ingersoll & Rooney. Not financial advice. Report a correction · Methodology