Gamco Investors 401(k) match, vesting and fees
What Gamco Investors' 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 | Bdo USA, P.C (unmodified opinion) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
How the plan compares
Plan year 2024 medians for 3,409 defined-contribution plans in finance and insurance with 100 to 499 participants.
| Gamco Investors: employer contribution per participant | $359 | |
| Peer median | $2,868 |
| Gamco Investors: average balance | $401,483 | |
| Peer median | $95,281 |
| Gamco Investors: admin expenses ÷ assets | 0.04% | |
| 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 $77M at the end of plan year 2021 to $81.5M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 231 | $81.5M | $73K | $359 | 0.04% | Not published | Form 5500 ↗ |
| 2023 | 230 | $72.6M | $78K | $393 | 0.03% | Not published | Form 5500 ↗ |
| 2022 | 239 | $68M | $1.8M | $8,509 | <0.01% | Not published | Form 5500 ↗ |
| 2021 | 265 | $77M | $110K | $482 | <0.01% | Not published | Form 5500 ↗ |
Common questions
Does Gamco Investors match 401(k) contributions?
The match terms for the Gamco Investors, Inc 401(k) Plan have not been published from its filing yet. The plan year 2024 filing reports $73K in employer contributions, about $359 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Gamco Investors 401(k) match vested?
The vesting schedule for the Gamco Investors, Inc 401(k) Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Gamco Investors 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Schwab Retirement Plan Services,inc. The plan administrator is Gamco Investors, Inc..
I left Gamco Investors. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Gamco Investors, Inc., (914) 457-1043) or the recordkeeper, Schwab Retirement Plan Services,inc. The Gamco Investors old 401(k) page lists the contacts from every plan filing. Find an old Gamco Investors 401(k)
Data from the public Form 5500 annual reports Gamco Investors 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 Gamco Investors. Not financial advice. Report a correction · Methodology