Coblentz Patch Duffy & Bass 401(k) match, vesting and fees
What Coblentz Patch Duffy & Bass' 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 | Schedule C ↗ |
| Independent auditor | Bpm 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 9,213 defined-contribution plans in professional, scientific, and technical services with 100 to 499 participants.
| Coblentz Patch Duffy & Bass: employer contribution per participant | $16,424 | |
| Peer median | $2,521 |
| Coblentz Patch Duffy & Bass: average balance | $545,859 | |
| Peer median | $75,833 |
| Coblentz Patch Duffy & Bass: admin expenses ÷ assets | <0.01% | |
| 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 $110M at the end of plan year 2021 to $105M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 193 | $105M | $3.2M | $16,424 | <0.01% | Not published | Form 5500 ↗ |
| 2023 | 195 | $97.6M | $2.9M | $14,816 | 0.01% | Not published | Form 5500 ↗ |
| 2022 | 208 | $87.1M | $2.8M | $14,112 | 0.02% | Not published | Form 5500 ↗ |
| 2021 | 190 | $110M | $2.5M | $13,429 | 0.03% | Not published | Form 5500 ↗ |
Other Coblentz Patch Duffy & Bass plans (3)
Each plan files its own Form 5500. Figures are from each plan's latest filing.
Coblentz Patch Duffy & Bass LLP 401(k) 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 | 401(k) · Active | Form 5500 ↗ |
Coblentz Patch Duffy & Bass LLP Non-Elective 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 | Profit-sharing · Active | Form 5500 ↗ |
Coblentz Patch Duffy & Bass LLP 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) · Active | Form 5500 ↗ |
Common questions
Does Coblentz Patch Duffy & Bass match 401(k) contributions?
The match terms for the Coblentz Patch Duffy & Bass LLP 401(k) Profit Sharing Plan have not been published from its filing yet. The plan year 2024 filing reports $3.2M in employer contributions, about $16,424 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Coblentz Patch Duffy & Bass 401(k) match vested?
The vesting schedule for the Coblentz Patch Duffy & Bass LLP 401(k) Profit Sharing Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Coblentz Patch Duffy & Bass 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Fidelity Investments. The plan administrator is Coblentz Patch Duffy & Bass LLP.
I left Coblentz Patch Duffy & Bass. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Coblentz Patch Duffy & Bass LLP, (415) 391-4800) or the recordkeeper, Fidelity Investments. The Coblentz Patch Duffy & Bass old 401(k) page lists the contacts from every plan filing. Find an old Coblentz Patch Duffy & Bass 401(k)
Data from the public Form 5500 annual reports Coblentz Patch Duffy & Bass 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 Coblentz Patch Duffy & Bass. Not financial advice. Report a correction · Methodology