Forman Watkins Krutz 401(k) match, vesting and fees
What Forman Watkins Krutz'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 | Merrill Lynch, Pierce, Fenner and S | Schedule C ↗ |
| Independent auditor | Bmss, LLC (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.
| Forman Watkins Krutz: employer contribution per participant | $1,212 | |
| Peer median | $2,521 |
| Forman Watkins Krutz: average balance | $153,713 | |
| Peer median | $75,833 |
| Forman Watkins Krutz: admin expenses ÷ assets | <0.01% | |
| 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 $21.6M at the end of plan year 2021 to $26.1M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 181 | $26.1M | $206K | $1,212 | <0.01% | Not published | Form 5500 ↗ |
| 2023 | 189 | $22.9M | $199K | $1,120 | 0.08% | Not published | Form 5500 ↗ |
| 2022 | 199 | $18.8M | $198K | $1,074 | 0.01% | Not published | Form 5500 ↗ |
| 2021 | 198 | $21.6M | $193K | $1,059 | 0.05% | Not published | Form 5500 ↗ |
Common questions
Does Forman Watkins Krutz match 401(k) contributions?
The match terms for the Fwk 401(k) Plan have not been published from its filing yet. The plan year 2024 filing reports $206K in employer contributions, about $1,212 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Forman Watkins Krutz 401(k) match vested?
The vesting schedule for the Fwk 401(k) Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Forman Watkins Krutz 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Merrill Lynch, Pierce, Fenner and S. The plan administrator is Forman Watkins Krutz LLP.
I left Forman Watkins Krutz. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Forman Watkins Krutz LLP, (601) 960-8600) or the recordkeeper, Merrill Lynch, Pierce, Fenner and S. The Forman Watkins Krutz old 401(k) page lists the contacts from every plan filing. Find an old Forman Watkins Krutz 401(k)
Data from the public Form 5500 annual reports Forman Watkins Krutz 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 Forman Watkins Krutz. Not financial advice. Report a correction · Methodology