Feist Consulting 401(k) match, vesting and fees
What Feist Consulting'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 | Nationwide | 2023 Schedule C ↗ |
| Independent auditor | Fasten Halberstam LLP (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
The recordkeeper is from the plan year 2023 filing, the latest that names one. The other rows are from the plan year 2024 filing.
How the plan compares
Plan year 2024 medians for 133,113 defined-contribution plans in health care and social assistance with fewer than 100 participants.
| Feist Consulting: employer contribution per participant | $41 | |
| Peer median | $2,023 |
| Feist Consulting: average balance | $63,029 | |
| Peer median | $61,526 |
| Feist Consulting: admin expenses ÷ assets | 0.10% | |
| Peer median | 0.44% |
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 $3.3M at the end of plan year 2023 to $3.6M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 1,937 | $3.6M | $2,342 | $41 | 0.10% | Not published | Form 5500 ↗ |
| 2023 | 1,543 | $3.3M | — | — | 0.15% | Not published | Form 5500 ↗ |
Common questions
Does Feist Consulting match 401(k) contributions?
The match terms for the The Employees' 401(k) Plan of Southeast Region have not been published from its filing yet. The plan year 2024 filing reports $2,342 in employer contributions, about $41 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Feist Consulting 401(k) match vested?
The vesting schedule for the The Employees' 401(k) Plan of Southeast Region is not in the data published so far. Your Summary Plan Description states it.
Who manages the Feist Consulting 401(k)?
The recordkeeper listed on Schedule C of the plan year 2023 filing is Nationwide. The plan administrator is Feist Consulting LLC.
I left Feist Consulting. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Feist Consulting LLC, (631) 525-6693) or the recordkeeper, Nationwide. The Feist Consulting old 401(k) page lists the contacts from every plan filing. Find an old Feist Consulting 401(k)
Data from the public Form 5500 annual reports Feist Consulting 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 Feist Consulting. Not financial advice. Report a correction · Methodology