David Volkert & Associates 401(k) match, vesting and fees
What David Volkert & 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 | Fidelity Investments Institutional | Schedule C ↗ |
| Independent auditor | Wilkinsmiller (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
How the plan compares
Plan year 2024 medians for 1,087 defined-contribution plans in professional, scientific, and technical services with 1,000 to 4,999 participants.
| David Volkert & Associates: employer contribution per participant | $1,178 | |
| Peer median | $2,556 |
| David Volkert & Associates: average balance | $56,652 | |
| Peer median | $100,166 |
| David Volkert & Associates: admin expenses ÷ assets | 0.19% | |
| Peer median | 0.11% |
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 $90.4M at the end of plan year 2021 to $106M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 2,073 | $106M | $2.2M | $1,178 | 0.19% | Not published | Form 5500 ↗ |
| 2023 | 1,654 | $91.5M | $1.9M | $1,206 | 0.22% | Not published | Form 5500 ↗ |
| 2022 | 1,515 | $74.1M | $1.8M | $1,227 | 0.23% | Not published | Form 5500 ↗ |
| 2021 | 1,380 | $90.4M | $1.7M | $1,210 | 0.23% | Not published | Form 5500 ↗ |
Other David Volkert & Associates plans (1)
Each plan files its own Form 5500. Figures are from each plan's latest filing.
Employee Stock Ownership Plan for Employees of David Volkert and Associates, Inc. and Subsidiaries
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.
| Independent auditor | Wilkinsmiller (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | Retirement · Active | Form 5500 ↗ |
Common questions
Does David Volkert & Associates match 401(k) contributions?
The match terms for the David Volkert & Associates, Inc. 401(k) Retirement Savings Plan have not been published from its filing yet. The plan year 2024 filing reports $2.2M in employer contributions, about $1,178 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the David Volkert & Associates 401(k) match vested?
The vesting schedule for the David Volkert & Associates, Inc. 401(k) Retirement Savings Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the David Volkert & Associates 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Fidelity Investments Institutional. The plan administrator is David Volkert & Associates, Inc..
I left David Volkert & Associates. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (David Volkert & Associates, Inc., (251) 342-1070) or the recordkeeper, Fidelity Investments Institutional. The David Volkert & Associates old 401(k) page lists the contacts from every plan filing. Find an old David Volkert & Associates 401(k)
Data from the public Form 5500 annual reports David Volkert & 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 Volkert & Associates. Not financial advice. Report a correction · Methodology