Chaffe McCall 401(k) match, vesting and fees
What Chaffe McCall'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 | Empower Annuity Insurance Company | Schedule C ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
How the plan compares
Plan year 2024 medians for 173,170 defined-contribution plans in professional, scientific, and technical services with fewer than 100 participants.
| Chaffe McCall: employer contribution per participant | $4,239 | |
| Peer median | $2,367 |
| Chaffe McCall: average balance | $513,518 | |
| Peer median | $65,744 |
| Chaffe McCall: admin expenses ÷ assets | 0.23% | |
| Peer median | 0.38% |
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 $24.4M at the end of plan year 2021 to $46.2M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 92 | $46.2M | $382K | $4,239 | 0.23% | Not published | Form 5500 ↗ |
| 2023 | 85 | $40.7M | $361K | $4,400 | 0.25% | Not published | Form 5500 ↗ |
| 2022 | 86 | $34.3M | $331K | $3,993 | 0.21% | Not published | Form 5500 ↗ |
| 2021 | 83 | $24.4M | — | — | 0.25% | Not published | Form 5500 ↗ |
Other Chaffe McCall plans (1)
Each plan files its own Form 5500. Figures are from each plan's latest filing.
Chaffe Mccall, LLP Target Benefit 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 | Retirement · Terminated (final filing) | Form 5500 ↗ |
Common questions
Does Chaffe McCall match 401(k) contributions?
The match terms for the Chaffe Mccall, L L P 401k Profit Sharing Plan have not been published from its filing yet. The plan year 2024 filing reports $382K in employer contributions, about $4,239 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Chaffe McCall 401(k) match vested?
The vesting schedule for the Chaffe Mccall, L L P 401k Profit Sharing Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Chaffe McCall 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Empower Annuity Insurance Company. The plan administrator is Chaffe Mccall, L.L.P..
I left Chaffe McCall. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Chaffe Mccall, L.L.P., (504) 585-7000) or the recordkeeper, Empower Annuity Insurance Company. The Chaffe McCall old 401(k) page lists the contacts from every plan filing. Find an old Chaffe McCall 401(k)
Data from the public Form 5500 annual reports Chaffe McCall 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 Chaffe McCall. Not financial advice. Report a correction · Methodology