Doxo 401(k) match, vesting and fees
What Doxo'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 | Empower Annuity Insurance Company | Schedule C ↗ |
| Independent auditor | Sweeney Conrad Cpa, LLP (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
How the plan compares
Plan year 2025 medians for 146,150 defined-contribution plans in professional, scientific, and technical services with fewer than 100 participants.
| Doxo: employer contribution per participant | $3,360 | |
| Peer median | $2,267 |
| Doxo: average balance | $105,091 | |
| Peer median | $64,582 |
| Doxo: admin expenses ÷ assets | 0.13% | |
| 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 $9.4M at the end of plan year 2024 to $10.2M at the end of plan year 2025.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2025 | 97 | $10.2M | $326K | $3,360 | 0.13% | Not published | Form 5500 ↗ |
| 2024 | 119 | $9.4M | $386K | $3,240 | <0.01% | Not published | Form 5500 ↗ |
Other Doxo plans (1)
Each plan files its own Form 5500. Figures are from each plan's latest filing.
Doxo, Inc. Retirement Trust
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.
| Plan type and status | 401(k) · Terminated (final filing) | Form 5500 ↗ |
Common questions
Does Doxo match 401(k) contributions?
The match terms for the Doxo, Inc. Retirement Trust have not been published from its filing yet. The plan year 2025 filing reports $326K in employer contributions, about $3,360 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Doxo 401(k) match vested?
The vesting schedule for the Doxo, Inc. Retirement Trust is not in the data published so far. Your Summary Plan Description states it.
Who manages the Doxo 401(k)?
The recordkeeper listed on Schedule C of the plan year 2025 filing is Empower Annuity Insurance Company. The plan administrator is Doxo, Inc..
I left Doxo. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Doxo, Inc., (425) 301-2226) or the recordkeeper, Empower Annuity Insurance Company. The Doxo old 401(k) page lists the contacts from every plan filing. Find an old Doxo 401(k)
Data from the public Form 5500 annual reports Doxo filed with the U.S. Department of Labor (plan years 2021 and 2024 and 2025) 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 Doxo. Not financial advice. Report a correction · Methodology