Clark, Schaefer, Hackett & Co. Defined Benefit Pension Plan 401(k) match, vesting and fees
What Clark, Schaefer, Hackett & Co. Defined Benefit Pension Plan'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 O | Schedule C ↗ |
| Independent auditor | Cliftonlarsonallen 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 1,287 defined-contribution plans in professional, scientific, and technical services with 500 to 999 participants.
| Clark, Schaefer, Hackett & Co. Defined Benefit Pension Plan: employer contribution per participant | $5,250 | |
| Peer median | $2,600 |
| Clark, Schaefer, Hackett & Co. Defined Benefit Pension Plan: average balance | $198,276 | |
| Peer median | $84,124 |
| Clark, Schaefer, Hackett & Co. Defined Benefit Pension Plan: admin expenses ÷ assets | 0.15% | |
| 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 $123M at the end of plan year 2021 to $136M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 709 | $136M | $3.6M | $5,250 | 0.15% | Not published | Form 5500 ↗ |
| 2023 | 782 | $121M | $3.5M | $4,652 | 0.12% | Not published | Form 5500 ↗ |
| 2022 | 701 | $104M | $3.1M | $4,544 | 0.16% | Not published | Form 5500 ↗ |
| 2021 | 625 | $123M | $3.1M | $5,075 | 0.16% | Not published | Form 5500 ↗ |
Other Clark, Schaefer, Hackett & Co. Defined Benefit Pension Plan plans (1)
Each plan files its own Form 5500. Figures are from each plan's latest filing.
Clark, Schaefer, Hackett & Co. Defined 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 | Pension (defined benefit) · Terminated (final filing) | Form 5500 ↗ |
Common questions
Does Clark, Schaefer, Hackett & Co. Defined Benefit Pension Plan match 401(k) contributions?
The match terms for the Clark, Schaefer, Hackett & Co. Profit Sharing Retirement Plan (With 401(k) Provisions) have not been published from its filing yet. The plan year 2024 filing reports $3.6M in employer contributions, about $5,250 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Clark, Schaefer, Hackett & Co. Defined Benefit Pension Plan 401(k) match vested?
The vesting schedule for the Clark, Schaefer, Hackett & Co. Profit Sharing Retirement Plan (With 401(k) Provisions) is not in the data published so far. Your Summary Plan Description states it.
Who manages the Clark, Schaefer, Hackett & Co. Defined Benefit Pension Plan 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Empower Annuity Insurance Company O. The plan administrator is Clark, Schaefer, Hackett & Co..
I left Clark, Schaefer, Hackett & Co. Defined Benefit Pension Plan. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Clark, Schaefer, Hackett & Co., (513) 424-5000) or the recordkeeper, Empower Annuity Insurance Company O. The Clark, Schaefer, Hackett & Co. Defined Benefit Pension Plan old 401(k) page lists the contacts from every plan filing. Find an old Clark, Schaefer, Hackett & Co. Defined Benefit Pension Plan 401(k)
Data from the public Form 5500 annual reports Clark, Schaefer, Hackett & Co. Defined Benefit Pension Plan filed with the U.S. Department of Labor (plan years 2021 and 2022 and 2023 and 2024 and 2025) 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 Clark, Schaefer, Hackett & Co. Defined Benefit Pension Plan. Not financial advice. Report a correction · Methodology