Dell Retirement Services 401(k) match, vesting and fees
What Dell Retirement Services' 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 | Jpmorgan Invest Holdings LLC | Schedule C ↗ |
| Independent auditor | Maillie 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 7,678 defined-contribution plans in health care and social assistance with 100 to 499 participants.
| Dell Retirement Services: employer contribution per participant | $1,148 | |
| Peer median | $1,468 |
| Dell Retirement Services: average balance | $57,000 | |
| Peer median | $37,786 |
| Dell Retirement Services: admin expenses ÷ assets | 0.35% | |
| Peer median | 0.39% |
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 $15M at the end of plan year 2021 to $18.2M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 610 | $18.2M | $368K | $1,148 | 0.35% | Not published | Form 5500 ↗ |
| 2023 | 576 | $16.1M | $358K | $1,152 | 0.06% | Not published | Form 5500 ↗ |
| 2022 | 714 | $13.6M | $343K | $1,092 | 0.24% | Not published | Form 5500 ↗ |
| 2021 | 474 | $15M | $284K | $998 | 0.28% | Not published | Form 5500 ↗ |
Common questions
Does Dell Retirement Services match 401(k) contributions?
The match terms for the Shannondell 401(k) Plan have not been published from its filing yet. The plan year 2024 filing reports $368K in employer contributions, about $1,148 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Dell Retirement Services 401(k) match vested?
The vesting schedule for the Shannondell 401(k) Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Dell Retirement Services 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Jpmorgan Invest Holdings LLC. The plan administrator is Dell Retirement Services, Inc.
I left Dell Retirement Services. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Dell Retirement Services, Inc, (610) 728-5200) or the recordkeeper, Jpmorgan Invest Holdings LLC. The Dell Retirement Services old 401(k) page lists the contacts from every plan filing. Find an old Dell Retirement Services 401(k)
Data from the public Form 5500 annual reports Dell Retirement Services 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 Dell Retirement Services. Not financial advice. Report a correction · Methodology