Farella Braun and Martel 401(k) match, vesting and fees
What Farella Braun and Martel'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 | The Vanguard Group, Inc. | Schedule C ↗ |
| Independent auditor | Cliftonlarsonallen 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 9,213 defined-contribution plans in professional, scientific, and technical services with 100 to 499 participants.
| Farella Braun and Martel: employer contribution per participant | $18,182 | |
| Peer median | $2,521 |
| Farella Braun and Martel: average balance | $1,109,062 | |
| Peer median | $75,833 |
| Farella Braun and Martel: admin expenses ÷ assets | 0.04% | |
| 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 $254M at the end of plan year 2021 to $237M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 214 | $237M | $3.9M | $18,182 | 0.04% | Not published | Form 5500 ↗ |
| 2023 | 227 | $222M | $3.8M | $16,873 | 0.05% | Not published | Form 5500 ↗ |
| 2022 | 229 | $199M | $3.7M | $16,129 | 0.05% | Not published | Form 5500 ↗ |
| 2021 | 231 | $254M | $3.6M | $15,563 | 0.04% | Not published | Form 5500 ↗ |
Other Farella Braun and Martel plans (2)
Each plan files its own Form 5500. Figures are from each plan's latest filing.
Farella Braun and Martel LLP 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.
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
Farella Braun & Martel LLP Cash Balance 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 Farella Braun and Martel match 401(k) contributions?
The match terms for the Farella Braun and Martel LLP Profit Sharing and 401(k) Plan have not been published from its filing yet. The plan year 2024 filing reports $3.9M in employer contributions, about $18,182 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Farella Braun and Martel 401(k) match vested?
The vesting schedule for the Farella Braun and Martel LLP Profit Sharing and 401(k) Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Farella Braun and Martel 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is The Vanguard Group, Inc.. The plan administrator is Farella Braun and Martel LLP.
I left Farella Braun and Martel. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Farella Braun and Martel LLP, (415) 954-4400) or the recordkeeper, The Vanguard Group, Inc.. The Farella Braun and Martel old 401(k) page lists the contacts from every plan filing. Find an old Farella Braun and Martel 401(k)
Data from the public Form 5500 annual reports Farella Braun and Martel 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 Farella Braun and Martel. Not financial advice. Report a correction · Methodology