Connell Foley 401(k) match, vesting and fees
What Connell Foley'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 | John Hancock | Schedule C ↗ |
| Independent auditor | Pkf O'Connor Davies, LLP (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.
| Connell Foley: employer contribution per participant | $5,682 | |
| Peer median | $2,719 |
| Connell Foley: average balance | $461,466 | |
| Peer median | $85,424 |
| Connell Foley: admin expenses ÷ assets | 0.02% | |
| 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 $145M at the end of plan year 2024 to $156M at the end of plan year 2025.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2025 | 374 | $156M | $1.9M | $5,682 | 0.02% | Not published | Form 5500 ↗ |
| 2024 | 353 | $145M | $2.3M | $6,836 | 0.08% | Not published | Form 5500 ↗ |
Other Connell Foley plans (1)
Each plan files its own Form 5500. Figures are from each plan's latest filing.
Connell Foley, LLP Employees 401(k) Profit Sharing 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.
| Recordkeeper | Newport Capital Group | Schedule C ↗ |
| Independent auditor | Pkf O'Connor Davies, LLP (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
Common questions
Does Connell Foley match 401(k) contributions?
The match terms for the Connell Foley, LLP Employees 401(k) Profit Sharing Plan have not been published from its filing yet. The plan year 2025 filing reports $1.9M in employer contributions, about $5,682 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Connell Foley 401(k) match vested?
The vesting schedule for the Connell Foley, LLP Employees 401(k) Profit Sharing Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Connell Foley 401(k)?
The recordkeeper listed on Schedule C of the plan year 2025 filing is John Hancock. The plan administrator is Connell Foley, LLP.
I left Connell Foley. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Connell Foley, LLP, (973) 535-0500) or the recordkeeper, John Hancock. The Connell Foley old 401(k) page lists the contacts from every plan filing. Find an old Connell Foley 401(k)
Data from the public Form 5500 annual reports Connell Foley 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 Connell Foley. Not financial advice. Report a correction · Methodology