Fort Miller Group 401(k) match, vesting and fees
What Fort Miller Group'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 | T Rowe Price Rps Inc | Schedule C ↗ |
| Independent auditor | Teal Becker & Chiarmonte, Cpas, PC (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
How the plan compares
Plan year 2024 medians for 108 defined-contribution plans in management of companies and enterprises with 500 to 999 participants.
| Fort Miller Group: employer contribution per participant | $2,354 | |
| Peer median | $2,042 |
| Fort Miller Group: average balance | $141,754 | |
| Peer median | $78,282 |
| Fort Miller Group: admin expenses ÷ assets | 0.11% | |
| Peer median | 0.22% |
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 $81.9M at the end of plan year 2021 to $81.4M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 617 | $81.4M | $1.4M | $2,354 | 0.11% | Not published | Form 5500 ↗ |
| 2023 | 557 | $73.7M | $1.2M | $2,210 | 0.12% | Not published | Form 5500 ↗ |
| 2022 | 530 | $65.8M | $950K | $1,852 | 0.11% | Not published | Form 5500 ↗ |
| 2021 | 535 | $81.9M | $1M | $2,052 | 0.08% | Not published | Form 5500 ↗ |
Other Fort Miller Group plans (1)
Each plan files its own Form 5500. Figures are from each plan's latest filing.
The Fort Miller Group, Inc. Employee Stock Ownership 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 | Teal Becker & Chiaramonte (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | Profit-sharing · Active | Form 5500 ↗ |
Common questions
Does Fort Miller Group match 401(k) contributions?
The match terms for the The Fort Miller Group Incentive Savings Plan have not been published from its filing yet. The plan year 2024 filing reports $1.4M in employer contributions, about $2,354 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Fort Miller Group 401(k) match vested?
The vesting schedule for the The Fort Miller Group Incentive Savings Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Fort Miller Group 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is T Rowe Price Rps Inc. The plan administrator is The Fort Miller Group, Inc..
I left Fort Miller Group. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (The Fort Miller Group, Inc., (518) 695-5000) or the recordkeeper, T Rowe Price Rps Inc. The Fort Miller Group old 401(k) page lists the contacts from every plan filing. Find an old Fort Miller Group 401(k)
Data from the public Form 5500 annual reports Fort Miller Group filed with the U.S. Department of Labor (plan years 2021 and 2022 and 2023 and 2024 and 2025) 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 Fort Miller Group. Not financial advice. Report a correction · Methodology