Garfunkel Wild 401(k) match, vesting and fees

Plan year 2025 filingGarfunkel Wild, P.C. 401(k) Retirement Plan · Plan 002 · EIN 11-2526447Updated Oct 2026

What Garfunkel Wild's 401(k) plan says about matching contributions

The match terms have not been published from this plan's filing yet.
The plan year 2025 filing reports $536K in employer contributions, about $3,171 per participant. That total includes any match and profit-sharing; it is not a match formula. Plan year 2025 Form 5500 ↗
$519,348
Average account balance
170
Participants (end of year)
$87.8M
Plan assets (end of year)
0.07%
Admin expenses ÷ assets

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.

RecordkeeperT. Rowe Price Trust CompanySchedule C ↗
Independent auditorBaker Tilly US, LLP (unmodified opinion, limited scope)Schedule H ↗
Plan type and status401(k) · ActiveForm 5500 ↗

How the plan compares

Plan year 2025 medians for 3,569 defined-contribution plans in professional, scientific, and technical services with 100 to 499 participants.

Garfunkel Wild: employer contribution per participant$3,171
Peer median$2,719
Garfunkel Wild: average balance$519,348
Peer median$85,424
Garfunkel Wild: admin expenses ÷ assets0.07%
Peer median0.27%

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 $83.3M at the end of plan year 2021 to $87.8M at the end of plan year 2025.

$83.3M2021$66M2022$78.3M2023$90.5M2024$87.8M2025
End-of-year figures from each plan year's Form 5500 filing for the Garfunkel Wild plan.
Plan yearParticipantsAssetsEmployer contributionsPer participantAdmin expense ratioMatch formulaFiling
2025170$87.8M$536K$3,1710.07%Not publishedForm 5500 ↗
2024172$90.5M$551K$3,2400.11%Not publishedForm 5500 ↗
2023176$78.3M$473K$2,7520.12%Not publishedForm 5500 ↗
2022178$66M$489K$2,8280.12%Not publishedForm 5500 ↗
2021171$83.3M$471K$2,8730.10%Not publishedForm 5500 ↗

Common questions

Does Garfunkel Wild match 401(k) contributions?

The match terms for the Garfunkel Wild, P.C. 401(k) Retirement Plan have not been published from its filing yet. The plan year 2025 filing reports $536K in employer contributions, about $3,171 per participant. That total includes any match and profit-sharing; it is not a match formula.

When is the Garfunkel Wild 401(k) match vested?

The vesting schedule for the Garfunkel Wild, P.C. 401(k) Retirement Plan is not in the data published so far. Your Summary Plan Description states it.

Who manages the Garfunkel Wild 401(k)?

The recordkeeper listed on Schedule C of the plan year 2025 filing is T. Rowe Price Trust Company. The plan administrator is Garfunkel Wild, P.C..

I left Garfunkel Wild. How do I find my old 401(k)?

Your account stays in the plan until you move it. Contact the plan administrator (Garfunkel Wild, P.C., (516) 393-2200) or the recordkeeper, T. Rowe Price Trust Company. The Garfunkel Wild old 401(k) page lists the contacts from every plan filing. Find an old Garfunkel Wild 401(k)

Data from the public Form 5500 annual reports Garfunkel Wild 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 Garfunkel Wild. Not financial advice. Report a correction · Methodology