Cole Schotz 401(k) match, vesting and fees
What Cole Schotz'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 | Capital Group Retirement Plan Servi | Schedule C ↗ |
| Independent auditor | Citrin Cooperman & Company, 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.
| Cole Schotz: employer contribution per participant | $11,336 | |
| Peer median | $2,521 |
| Cole Schotz: average balance | $347,321 | |
| Peer median | $75,833 |
| Cole Schotz: admin expenses ÷ assets | 0.16% | |
| 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 $118M 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 | 406 | $136M | $4.5M | $11,336 | 0.16% | Not published | Form 5500 ↗ |
| 2023 | 488 | $121M | $4.2M | $10,642 | 0.17% | Not published | Form 5500 ↗ |
| 2022 | 373 | $107M | $3.8M | $10,397 | 0.17% | Not published | Form 5500 ↗ |
| 2021 | 341 | $118M | $3.3M | $9,546 | 0.17% | Not published | Form 5500 ↗ |
Other Cole Schotz plans (1)
Each plan files its own Form 5500. Figures are from each plan's latest filing.
Cole Schotz P. C. 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 Cole Schotz match 401(k) contributions?
The match terms for the Cole Schotz P. C. Profit-Sharing and 401(k) Plan have not been published from its filing yet. The plan year 2024 filing reports $4.5M in employer contributions, about $11,336 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Cole Schotz 401(k) match vested?
The vesting schedule for the Cole Schotz P. C. Profit-Sharing and 401(k) Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Cole Schotz 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Capital Group Retirement Plan Servi. The plan administrator is Cole Schotz P.C..
I left Cole Schotz. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Cole Schotz P.C., (201) 489-3000) or the recordkeeper, Capital Group Retirement Plan Servi. The Cole Schotz old 401(k) page lists the contacts from every plan filing. Find an old Cole Schotz 401(k)
Data from the public Form 5500 annual reports Cole Schotz 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 Cole Schotz. Not financial advice. Report a correction · Methodology