Duane Morris 401(k) match, vesting and fees
What Duane Morris' 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,inc | Schedule C ↗ |
| Independent auditor | KPMG LLP (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
| Late participant contributions | Reported on the filing | Schedule H ↗ |
How the plan compares
Plan year 2024 medians for 1,087 defined-contribution plans in professional, scientific, and technical services with 1,000 to 4,999 participants.
| Duane Morris: employer contribution per participant | $1,237 | |
| Peer median | $2,556 |
| Duane Morris: average balance | $272,985 | |
| Peer median | $100,166 |
| Duane Morris: admin expenses ÷ assets | 0.01% | |
| Peer median | 0.11% |
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 $349M at the end of plan year 2021 to $412M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 1,680 | $412M | $1.9M | $1,237 | 0.01% | Not published | Form 5500 ↗ |
| 2023 | 1,718 | $378M | $1.9M | $1,215 | <0.01% | Not published | Form 5500 ↗ |
| 2022 | 1,687 | $331M | $1.4M | $961 | <0.01% | Not published | Form 5500 ↗ |
| 2021 | 1,567 | $349M | $1.7M | $1,229 | <0.01% | Not published | Form 5500 ↗ |
Other Duane Morris plans (4)
Each plan files its own Form 5500. Figures are from each plan's latest filing.
Duane Morris Associates' 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 | Schwab Retirement Plan Services,inc | Schedule C ↗ |
| Independent auditor | KPMG LLP (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
| Late participant contributions | Reported on the filing | Schedule H ↗ |
Duane Morris Retirement 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 | KPMG LLP (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | Retirement · Active | Form 5500 ↗ |
Duane Morris Employees' Pension 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 | KPMG (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | Pension (defined benefit) · Active | Form 5500 ↗ |
Duane Morris Supplemental Retirement 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.
| Plan type and status | Pension (defined benefit) · Active | Form 5500 ↗ |
Common questions
Does Duane Morris match 401(k) contributions?
The match terms for the Duane Morris Employee Incentive Savings 401(k) Plan have not been published from its filing yet. The plan year 2024 filing reports $1.9M in employer contributions, about $1,237 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Duane Morris 401(k) match vested?
The vesting schedule for the Duane Morris Employee Incentive Savings 401(k) Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Duane Morris 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Schwab Retirement Plan Services,inc. The plan administrator is Duane Morris LLP.
I left Duane Morris. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Duane Morris LLP, (215) 979-1453) or the recordkeeper, Schwab Retirement Plan Services,inc. The Duane Morris old 401(k) page lists the contacts from every plan filing. Find an old Duane Morris 401(k)
Data from the public Form 5500 annual reports Duane Morris 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 Duane Morris. Not financial advice. Report a correction · Methodology