David Lerner Associates 401(k) match, vesting and fees
What David Lerner Associates' 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 | Transamerica Retirement Solutions | Schedule C ↗ |
| Independent auditor | Citrin Cooperman & Company LLP (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
Plan history
Plan assets went from $53.6M at the end of plan year 2021 to $59.1M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 208 | $59.1M | $116K | $776 | 0.08% | Not published | Form 5500 ↗ |
| 2023 | 208 | $53.4M | $122K | $767 | 0.09% | Not published | Form 5500 ↗ |
| 2022 | 223 | $44.6M | $127K | $754 | 0.09% | Not published | Form 5500 ↗ |
| 2021 | 237 | $53.6M | $126K | $699 | 0.09% | Not published | Form 5500 ↗ |
Common questions
Does David Lerner Associates match 401(k) contributions?
The match terms for the David Lerner Associates, Inc. 401k Plan have not been published from its filing yet. The plan year 2024 filing reports $116K in employer contributions, about $776 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the David Lerner Associates 401(k) match vested?
The vesting schedule for the David Lerner Associates, Inc. 401k Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the David Lerner Associates 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Transamerica Retirement Solutions. The plan administrator is David Lerner Associates, Inc..
I left David Lerner Associates. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (David Lerner Associates, Inc., (516) 921-4200) or the recordkeeper, Transamerica Retirement Solutions. The David Lerner Associates old 401(k) page lists the contacts from every plan filing. Find an old David Lerner Associates 401(k)
Data from the public Form 5500 annual reports David Lerner Associates 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 David Lerner Associates. Not financial advice. Report a correction · Methodology