Davis Graham & Stubbs 401(k) match, vesting and fees
What Davis Graham & Stubbs' 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 | The Vanguard Group, Inc. | Schedule C ↗ |
| Independent auditor | Cbiz Cpas, P.C. (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.
| Davis Graham & Stubbs: employer contribution per participant | $9,284 | |
| Peer median | $2,521 |
| Davis Graham & Stubbs: average balance | $468,289 | |
| Peer median | $75,833 |
| Davis Graham & Stubbs: 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 $159M at the end of plan year 2021 to $180M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 388 | $180M | $3.6M | $9,284 | <0.01% | Not published | Form 5500 ↗ |
| 2023 | 389 | $156M | $3.4M | $8,803 | <0.01% | Not published | Form 5500 ↗ |
| 2022 | 364 | $132M | $3M | $8,250 | <0.01% | Not published | Form 5500 ↗ |
| 2021 | 339 | $159M | $2.8M | $8,344 | 0.00% | Not published | Form 5500 ↗ |
Other Davis Graham & Stubbs plans (1)
Each plan files its own Form 5500. Figures are from each plan's latest filing.
Davis Graham & Stubbs LLP Money Purchase 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.
| Independent auditor | Marrs, Sevier & Company LLC (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | Retirement · Terminated (final filing) | Form 5500 ↗ |
Common questions
Does Davis Graham & Stubbs match 401(k) contributions?
The match terms for the Davis Graham & Stubbs LLP Retirement Plan have not been published from its filing yet. The plan year 2024 filing reports $3.6M in employer contributions, about $9,284 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Davis Graham & Stubbs 401(k) match vested?
The vesting schedule for the Davis Graham & Stubbs LLP Retirement Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Davis Graham & Stubbs 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is The Vanguard Group, Inc.. The plan administrator is Davis Graham & Stubbs LLP.
I left Davis Graham & Stubbs. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Davis Graham & Stubbs LLP, (303) 892-7564) or the recordkeeper, The Vanguard Group, Inc.. The Davis Graham & Stubbs old 401(k) page lists the contacts from every plan filing. Find an old Davis Graham & Stubbs 401(k)
Data from the public Form 5500 annual reports Davis Graham & Stubbs 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 Davis Graham & Stubbs. Not financial advice. Report a correction · Methodology