Carlton Fields 401(k) match, vesting and fees
What Carlton Fields' 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 | Assurance Dimensions (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
How the plan compares
Plan year 2024 medians for 1,287 defined-contribution plans in professional, scientific, and technical services with 500 to 999 participants.
| Carlton Fields: employer contribution per participant | $800 | |
| Peer median | $2,600 |
| Carlton Fields: average balance | $347,281 | |
| Peer median | $84,124 |
| Carlton Fields: admin expenses ÷ assets | 0.06% | |
| Peer median | 0.17% |
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 $304M at the end of plan year 2021 to $316M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 957 | $316M | $727K | $800 | 0.06% | Not published | Form 5500 ↗ |
| 2023 | 944 | $294M | — | — | 0.06% | Not published | Form 5500 ↗ |
| 2022 | 942 | $279M | $1.9M | $2,091 | 0.06% | Not published | Form 5500 ↗ |
| 2021 | 908 | $304M | $3.5M | $4,024 | 0.05% | Not published | Form 5500 ↗ |
Common questions
Does Carlton Fields match 401(k) contributions?
The match terms for the Profit Sharing and 401(k) Plan for Employees of Carlton Fields have not been published from its filing yet. The plan year 2024 filing reports $727K in employer contributions, about $800 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Carlton Fields 401(k) match vested?
The vesting schedule for the Profit Sharing and 401(k) Plan for Employees of Carlton Fields is not in the data published so far. Your Summary Plan Description states it.
Who manages the Carlton Fields 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Schwab Retirement Plan Services,inc. The plan administrator is Carlton Fields, P.A..
I left Carlton Fields. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Carlton Fields, P.A., (813) 223-7000) or the recordkeeper, Schwab Retirement Plan Services,inc. The Carlton Fields old 401(k) page lists the contacts from every plan filing. Find an old Carlton Fields 401(k)
Data from the public Form 5500 annual reports Carlton Fields 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 Carlton Fields. Not financial advice. Report a correction · Methodology