Finn Dixon & Herling 401(k) match, vesting and fees
What Finn Dixon & Herling'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 | Transamerica Retirement Solutions | Schedule C ↗ |
| Independent auditor | Mahoney Sabol & Company, 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.
| Finn Dixon & Herling: employer contribution per participant | $8,785 | |
| Peer median | $2,521 |
| Finn Dixon & Herling: average balance | $285,724 | |
| Peer median | $75,833 |
| Finn Dixon & Herling: admin expenses ÷ assets | 0.36% | |
| 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 $38.7M at the end of plan year 2021 to $38.3M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 138 | $38.3M | $1.2M | $8,785 | 0.36% | Not published | Form 5500 ↗ |
| 2023 | 129 | $34.7M | $1.1M | $8,469 | 0.23% | Not published | Form 5500 ↗ |
| 2022 | 126 | $29.9M | $989K | $7,914 | 0.32% | Not published | Form 5500 ↗ |
| 2021 | 125 | $38.7M | $958K | $7,919 | 0.37% | Not published | 5500-SF ↗ |
Common questions
Does Finn Dixon & Herling match 401(k) contributions?
The match terms for the Finn Dixon & Herling LLP 401(k) Profit Sharing Plan have not been published from its filing yet. The plan year 2024 filing reports $1.2M in employer contributions, about $8,785 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Finn Dixon & Herling 401(k) match vested?
The vesting schedule for the Finn Dixon & Herling LLP 401(k) Profit Sharing Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Finn Dixon & Herling 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Transamerica Retirement Solutions. The plan administrator is Finn Dixon & Herling LLP.
I left Finn Dixon & Herling. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Finn Dixon & Herling LLP, (203) 325-5000) or the recordkeeper, Transamerica Retirement Solutions. The Finn Dixon & Herling old 401(k) page lists the contacts from every plan filing. Find an old Finn Dixon & Herling 401(k)
Data from the public Form 5500 annual reports Finn Dixon & Herling 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 Finn Dixon & Herling. Not financial advice. Report a correction · Methodology