Clement Rivers 401(k) match, vesting and fees
What Clement Rivers' 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 | Fidelity Investments Institutional | Schedule C ↗ |
| Independent auditor | Moss & Yantis Cpa PA (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
How the plan compares
Plan year 2025 medians for 3,569 defined-contribution plans in professional, scientific, and technical services with 100 to 499 participants.
| Clement Rivers: employer contribution per participant | $3,993 | |
| Peer median | $2,719 |
| Clement Rivers: average balance | $256,463 | |
| Peer median | $85,424 |
| Clement Rivers: admin expenses ÷ assets | 0.19% | |
| Peer median | 0.27% |
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 $28.4M at the end of plan year 2021 to $29M at the end of plan year 2025.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2025 | 120 | $29M | $451K | $3,993 | 0.19% | Not published | Form 5500 ↗ |
| 2024 | 120 | $25.7M | $477K | $4,184 | 0.21% | Not published | Form 5500 ↗ |
| 2023 | 110 | $21.7M | $445K | $4,237 | 0.20% | Not published | Form 5500 ↗ |
| 2022 | 105 | $21.5M | $492K | $4,730 | 0.03% | Not published | Form 5500 ↗ |
| 2021 | 109 | $28.4M | $462K | $4,275 | 0.03% | Not published | Form 5500 ↗ |
Common questions
Does Clement Rivers match 401(k) contributions?
The match terms for the Clement Rivers, LLP Profit Sharing and Salary Deferred Plan have not been published from its filing yet. The plan year 2025 filing reports $451K in employer contributions, about $3,993 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Clement Rivers 401(k) match vested?
The vesting schedule for the Clement Rivers, LLP Profit Sharing and Salary Deferred Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Clement Rivers 401(k)?
The recordkeeper listed on Schedule C of the plan year 2025 filing is Fidelity Investments Institutional. The plan administrator is Clement Rivers, LLP.
I left Clement Rivers. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Clement Rivers, LLP, (843) 577-4000) or the recordkeeper, Fidelity Investments Institutional. The Clement Rivers old 401(k) page lists the contacts from every plan filing. Find an old Clement Rivers 401(k)
Data from the public Form 5500 annual reports Clement Rivers 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 Clement Rivers. Not financial advice. Report a correction · Methodology