Glaser Weil Fink Howard Jordan & Shapiro 401(k) match, vesting and fees
What Glaser Weil Fink Howard Jordan & Shapiro'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 | Fidelity Investments Institutional | Schedule C ↗ |
| Plan type and status | 401(k) · Active | Form 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.
| Glaser Weil Fink Howard Jordan & Shapiro: employer contribution per participant | $7,050 | |
| Peer median | $2,719 |
| Glaser Weil Fink Howard Jordan & Shapiro: average balance | $285,947 | |
| Peer median | $85,424 |
| Glaser Weil Fink Howard Jordan & Shapiro: admin expenses ÷ assets | 0.22% | |
| 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 $22.1M at the end of plan year 2021 to $50.3M at the end of plan year 2025.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2025 | 218 | $50.3M | $1.2M | $7,050 | 0.22% | Not published | Form 5500 ↗ |
| 2024 | 207 | $41.5M | $935K | $5,699 | 0.22% | Not published | Form 5500 ↗ |
| 2023 | 72 | $36.8M | $647K | $10,960 | 0.16% | Not published | Form 5500 ↗ |
| 2022 | 76 | $15.7M | $518K | $8,357 | 0.26% | Not published | Form 5500 ↗ |
| 2021 | 71 | $22.1M | $455K | $8,124 | 0.25% | Not published | Form 5500 ↗ |
Other Glaser Weil Fink Howard Jordan & Shapiro plans (1)
Each plan files its own Form 5500. Figures are from each plan's latest filing.
Glaser, Weil, Fink, Howard, Avchen & Shapiro, LLP 401(k) 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.
| Recordkeeper | Fidelity Investments Institutional | 2022 Schedule C ↗ |
| Plan type and status | 401(k) · Terminated (final filing) | Form 5500 ↗ |
The recordkeeper is from the plan year 2022 filing, the latest that names one. The other rows are from the plan year 2023 filing.
Common questions
Does Glaser Weil Fink Howard Jordan & Shapiro match 401(k) contributions?
The match terms for the Glaser Weil Fink Howard Jordan & Shapiro, LLP Profit Sharing/401(K) Plan have not been published from its filing yet. The plan year 2025 filing reports $1.2M in employer contributions, about $7,050 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Glaser Weil Fink Howard Jordan & Shapiro 401(k) match vested?
The vesting schedule for the Glaser Weil Fink Howard Jordan & Shapiro, LLP Profit Sharing/401(K) Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Glaser Weil Fink Howard Jordan & Shapiro 401(k)?
The recordkeeper listed on Schedule C of the plan year 2025 filing is Fidelity Investments Institutional. The plan administrator is Glaser Weil Fink Howard Jordan & Shapiro, LLP.
I left Glaser Weil Fink Howard Jordan & Shapiro. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Glaser Weil Fink Howard Jordan & Shapiro, LLP, (310) 553-3000) or the recordkeeper, Fidelity Investments Institutional. The Glaser Weil Fink Howard Jordan & Shapiro old 401(k) page lists the contacts from every plan filing. Find an old Glaser Weil Fink Howard Jordan & Shapiro 401(k)
Data from the public Form 5500 annual reports Glaser Weil Fink Howard Jordan & Shapiro 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 Glaser Weil Fink Howard Jordan & Shapiro. Not financial advice. Report a correction · Methodology