Forvis Mazars 401(k) match, vesting and fees
What Forvis Mazars' 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 | Schwab Retirement Plan Services Inc | Schedule C ↗ |
| Independent auditor | Dmjps PLLC (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
| Late participant contributions | Reported on the filing | Schedule H ↗ |
How the plan compares
Plan year 2024 medians for 134 defined-contribution plans in professional, scientific, and technical services with 5,000 to 9,999 participants.
| Forvis Mazars: employer contribution per participant | $6,552 | |
| Peer median | $2,514 |
| Forvis Mazars: average balance | $169,747 | |
| Peer median | $122,517 |
| Forvis Mazars: admin expenses ÷ assets | 0.03% | |
| Peer median | 0.05% |
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 $732M at the end of plan year 2023 to $881M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 5,251 | $881M | $34M | $6,552 | 0.03% | Not published | Form 5500 ↗ |
| 2023 | 5,116 | $732M | $27.5M | $5,541 | <0.01% | Not published | Form 5500 ↗ |
Other Forvis Mazars plans (3)
Each plan files its own Form 5500. Figures are from each plan's latest filing.
Forvis Mazars, LLP Employees' Savings Plan I
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 | Schwab Retirement Plan Services,inc | Schedule C ↗ |
| Independent auditor | Dmjps PLLC (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
| Late participant contributions | Reported on the filing | Schedule H ↗ |
The Hometown Savings Bank Employee 401(k) Plan and Trust
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 | Ameritas Life Insurance Corp | Schedule C ↗ |
| Independent auditor | Forvis Mazars, LLP (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
Bkd, LLP Cash Balance Pension 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) · Terminated (final filing) | Form 5500 ↗ |
Common questions
Does Forvis Mazars match 401(k) contributions?
The match terms for the Forvis Mazars, LLP Employees Savings Plan II have not been published from its filing yet. The plan year 2024 filing reports $34M in employer contributions, about $6,552 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Forvis Mazars 401(k) match vested?
The vesting schedule for the Forvis Mazars, LLP Employees Savings Plan II is not in the data published so far. Your Summary Plan Description states it.
Who manages the Forvis Mazars 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Schwab Retirement Plan Services Inc. The plan administrator is Forvis Mazars Retirement Committee.
I left Forvis Mazars. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Forvis Mazars Retirement Committee, (417) 831-7283) or the recordkeeper, Schwab Retirement Plan Services Inc. The Forvis Mazars old 401(k) page lists the contacts from every plan filing. Find an old Forvis Mazars 401(k)
Data from the public Form 5500 annual reports Forvis Mazars 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 Forvis Mazars. Not financial advice. Report a correction · Methodology