DZ Bank Ag, New York Branch 401(k) match, vesting and fees
What DZ Bank Ag, New York Branch'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 | Sentinel Benefits Group LLC | Schedule C ↗ |
| Independent auditor | Wipfli 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 3,409 defined-contribution plans in finance and insurance with 100 to 499 participants.
| DZ Bank Ag, New York Branch: employer contribution per participant | $4,904 | |
| Peer median | $2,868 |
| DZ Bank Ag, New York Branch: average balance | $528,728 | |
| Peer median | $95,281 |
| DZ Bank Ag, New York Branch: admin expenses ÷ assets | 0.13% | |
| Peer median | 0.22% |
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 $76.9M at the end of plan year 2021 to $71.4M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 136 | $71.4M | $662K | $4,904 | 0.13% | Not published | Form 5500 ↗ |
| 2023 | 138 | $62.5M | $625K | $4,631 | 0.11% | Not published | Form 5500 ↗ |
| 2022 | 140 | $62.3M | $599K | $4,276 | 0.10% | Not published | Form 5500 ↗ |
| 2021 | 140 | $76.9M | $618K | $4,415 | 0.11% | Not published | Form 5500 ↗ |
Other DZ Bank Ag, New York Branch plans (1)
Each plan files its own Form 5500. Figures are from each plan's latest filing.
Pension Plan for Employees of Dz Bank Ag, New York Branch
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 | Wipfli LLP (unmodified opinion) | Schedule H ↗ |
| Plan type and status | Pension (defined benefit) · Active | Form 5500 ↗ |
Common questions
Does DZ Bank Ag, New York Branch match 401(k) contributions?
The match terms for the Dz Bank Ag, New York Branch 401k Savings and Investment Plan have not been published from its filing yet. The plan year 2024 filing reports $662K in employer contributions, about $4,904 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the DZ Bank Ag, New York Branch 401(k) match vested?
The vesting schedule for the Dz Bank Ag, New York Branch 401k Savings and Investment Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the DZ Bank Ag, New York Branch 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Sentinel Benefits Group LLC. The plan administrator is Dz Bank Ag, New York Branch.
I left DZ Bank Ag, New York Branch. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Dz Bank Ag, New York Branch, (212) 745-1419) or the recordkeeper, Sentinel Benefits Group LLC. The DZ Bank Ag, New York Branch old 401(k) page lists the contacts from every plan filing. Find an old DZ Bank Ag, New York Branch 401(k)
Data from the public Form 5500 annual reports DZ Bank Ag, New York Branch 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 DZ Bank Ag, New York Branch. Not financial advice. Report a correction · Methodology