Efpr Group 401(k) match, vesting and fees
What Efpr Group'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 Life & Annuity Ins Co of Ny | Schedule C ↗ |
| Independent auditor | Schaffner, Knight, Minnaugh & Co PC (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
How the plan compares
Plan year 2024 medians for 9,213 defined-contribution plans in professional, scientific, and technical services with 100 to 499 participants.
| Efpr Group: employer contribution per participant | $4,566 | |
| Peer median | $2,521 |
| Efpr Group: average balance | $182,139 | |
| Peer median | $75,833 |
| Efpr Group: admin expenses ÷ assets | 0.16% | |
| Peer median | 0.27% |
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 $29.6M at the end of plan year 2021 to $33.7M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 191 | $33.7M | $845K | $4,566 | 0.16% | Not published | Form 5500 ↗ |
| 2023 | 207 | $30.5M | $798K | $3,991 | 0.18% | Not published | Form 5500 ↗ |
| 2022 | 205 | $26.4M | $747K | $3,775 | 0.17% | Not published | Form 5500 ↗ |
| 2021 | 210 | $29.6M | $787K | $3,896 | 0.23% | Not published | Form 5500 ↗ |
Common questions
Does Efpr Group match 401(k) contributions?
The match terms for the Efpr Group LLP 401(k) Profit Sharing Plan have not been published from its filing yet. The plan year 2024 filing reports $845K in employer contributions, about $4,566 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Efpr Group 401(k) match vested?
The vesting schedule for the Efpr Group LLP 401(k) Profit Sharing Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Efpr Group 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Empower Life & Annuity Ins Co of Ny. The plan administrator is Efpr Group LLP.
I left Efpr Group. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Efpr Group LLP, (585) 427-8900) or the recordkeeper, Empower Life & Annuity Ins Co of Ny. The Efpr Group old 401(k) page lists the contacts from every plan filing. Find an old Efpr Group 401(k)
Data from the public Form 5500 annual reports Efpr Group 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 Efpr Group. Not financial advice. Report a correction · Methodology