Doner Partners retirement plan: assets, participants and fees
What Doner Partners' retirement plan 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 | Fid Mgmt Trust Co | Schedule C ↗ |
| Independent auditor | Andrews Hooper Pavlik, Plc (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | Pension (defined benefit) · Frozen | Form 5500 ↗ |
How the plan compares
Plan year 2024 medians for 208 pension plans in professional, scientific, and technical services with 100 to 499 participants.
| Doner Partners: employer contribution per participant | $2,218 | |
| Peer median | $30,120 |
| Doner Partners: average balance | $60,376 | |
| Peer median | $159,597 |
| Doner Partners: admin expenses ÷ assets | 1.48% | |
| Peer median | 0.24% |
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 $24.2M at the end of plan year 2021 to $24.1M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 399 | $24.1M | $885K | $2,218 | 1.48% | Not published | Form 5500 ↗ |
| 2023 | 410 | $22.8M | $1.1M | $2,710 | 1.98% | Not published | Form 5500 ↗ |
| 2022 | 433 | $22.8M | $3.4M | $7,852 | 1.63% | Not published | Form 5500 ↗ |
| 2021 | 446 | $24.2M | $504K | $1,130 | 1.68% | Not published | Form 5500 ↗ |
Other Doner Partners plans (1)
Each plan files its own Form 5500. Figures are from each plan's latest filing.
Doner Partners 401(k) 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.
| Recordkeeper | Fidelity Investments Institutional | Schedule C ↗ |
| Independent auditor | Andrews Hooper & Pavlik, Plc (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Terminated (final filing) | Form 5500 ↗ |
| Late participant contributions | Reported on the filing | Schedule H ↗ |
Common questions
Does Doner Partners match 401(k) contributions?
The match terms for the W. B. Doner and Company Equity Pension Plan have not been published from its filing yet. The plan year 2024 filing reports $885K in employer contributions, about $2,218 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Doner Partners 401(k) match vested?
The vesting schedule for the W. B. Doner and Company Equity Pension Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Doner Partners 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Fid Mgmt Trust Co. The plan administrator is Doner Partners LLC.
I left Doner Partners. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Doner Partners LLC, (248) 827-8488) or the recordkeeper, Fid Mgmt Trust Co. The Doner Partners old 401(k) page lists the contacts from every plan filing. Find an old Doner Partners 401(k)
Data from the public Form 5500 annual reports Doner Partners 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 Doner Partners. Not financial advice. Report a correction · Methodology