Eide Bailly 401(k) match, vesting and fees
What Eide Bailly'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 | Alerus Financial, N.A. | Schedule C ↗ |
| Independent auditor | Forvis Mazars, 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 1,088 defined-contribution plans in professional, scientific, and technical services with 1,000 to 4,999 participants.
| Eide Bailly: employer contribution per participant | $6,601 | |
| Peer median | $2,553 |
| Eide Bailly: average balance | $154,026 | |
| Peer median | $100,158 |
| Eide Bailly: admin expenses ÷ assets | 0.09% | |
| 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 $511M at the end of plan year 2023 to $614M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 4,012 | $614M | $26.3M | $6,601 | 0.09% | Not published | Form 5500 ↗ |
| 2023 | 4,012 | $511M | $24.5M | $6,151 | 0.05% | Not published | Form 5500 ↗ |
Other Eide Bailly plans (1)
Each plan files its own Form 5500. Figures are from each plan's latest filing.
Eide Bailly Equity Partner 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 | Forvis Mazars, LLP (unmodified opinion) | Schedule H ↗ |
| Plan type and status | Pension (defined benefit) · Active | Form 5500 ↗ |
Common questions
Does Eide Bailly match 401(k) contributions?
The match terms for the Eide Bailly LLP 401(k) Profit Sharing Plan have not been published from its filing yet. The plan year 2024 filing reports $26.3M in employer contributions, about $6,601 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Eide Bailly 401(k) match vested?
The vesting schedule for the Eide Bailly LLP 401(k) Profit Sharing Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Eide Bailly 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Alerus Financial, N.A.. The plan administrator is Eide Bailly LLP.
I left Eide Bailly. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Eide Bailly LLP, (701) 239-8500) or the recordkeeper, Alerus Financial, N.A.. The Eide Bailly old 401(k) page lists the contacts from every plan filing. Find an old Eide Bailly 401(k)
Data from the public Form 5500 annual reports Eide Bailly filed with the U.S. Department of Labor (plan years 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 Eide Bailly. Not financial advice. Report a correction · Methodology