Dean Dorton Allen Ford 401(k) match, vesting and fees
What Dean Dorton Allen Ford'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 | Schwab Retirement Plan Services, in | Schedule C ↗ |
| Independent auditor | Baker Tilly US, 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 1,287 defined-contribution plans in professional, scientific, and technical services with 500 to 999 participants.
| Dean Dorton Allen Ford: employer contribution per participant | $3,276 | |
| Peer median | $2,600 |
| Dean Dorton Allen Ford: average balance | $132,824 | |
| Peer median | $84,124 |
| Dean Dorton Allen Ford: admin expenses ÷ assets | 0.17% | |
| Peer median | 0.17% |
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 $37.1M at the end of plan year 2021 to $85.7M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 668 | $85.7M | $2.1M | $3,276 | 0.17% | Not published | Form 5500 ↗ |
| 2023 | 455 | $46.8M | $1.4M | $3,284 | 0.16% | Not published | Form 5500 ↗ |
| 2022 | 409 | $34.9M | $1.2M | $3,178 | 0.16% | Not published | Form 5500 ↗ |
| 2021 | 359 | $37.1M | $960K | $3,179 | 0.24% | Not published | Form 5500 ↗ |
Common questions
Does Dean Dorton Allen Ford match 401(k) contributions?
The match terms for the Dean Dorton Allen Ford, PLLC Retirement Plan have not been published from its filing yet. The plan year 2024 filing reports $2.1M in employer contributions, about $3,276 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Dean Dorton Allen Ford 401(k) match vested?
The vesting schedule for the Dean Dorton Allen Ford, PLLC Retirement Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Dean Dorton Allen Ford 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Schwab Retirement Plan Services, in. The plan administrator is Dean Dorton Allen Ford, PLLC.
I left Dean Dorton Allen Ford. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Dean Dorton Allen Ford, PLLC, (859) 255-2341) or the recordkeeper, Schwab Retirement Plan Services, in. The Dean Dorton Allen Ford old 401(k) page lists the contacts from every plan filing. Find an old Dean Dorton Allen Ford 401(k)
Data from the public Form 5500 annual reports Dean Dorton Allen Ford 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 Dean Dorton Allen Ford. Not financial advice. Report a correction · Methodology