Grace Hebert Curtis Architects 401(k) match, vesting and fees
What Grace Hebert Curtis Architects' 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 ↗ |
| Independent auditor | Maddox and Associates Apc (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
How the plan compares
Plan year 2024 medians for 9,213 defined-contribution plans in professional, scientific, and technical services with 100 to 499 participants.
| Grace Hebert Curtis Architects: employer contribution per participant | $2,183 | |
| Peer median | $2,521 |
| Grace Hebert Curtis Architects: average balance | $89,761 | |
| Peer median | $75,833 |
| Grace Hebert Curtis Architects: admin expenses ÷ assets | 0.21% | |
| 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 $5.8M at the end of plan year 2021 to $29.3M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 412 | $29.3M | $712K | $2,183 | 0.21% | Not published | Form 5500 ↗ |
| 2023 | 170 | $8.3M | $353K | $2,275 | 0.28% | Not published | 5500-SF ↗ |
| 2022 | 106 | $5.4M | $263K | $2,824 | 0.29% | Not published | 5500-SF ↗ |
| 2021 | 106 | $5.8M | $215K | $2,262 | 0.03% | Not published | 5500-SF ↗ |
Common questions
Does Grace Hebert Curtis Architects match 401(k) contributions?
The match terms for the Grace Hebert Curtis Architects, LLC have not been published from its filing yet. The plan year 2024 filing reports $712K in employer contributions, about $2,183 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Grace Hebert Curtis Architects 401(k) match vested?
The vesting schedule for the Grace Hebert Curtis Architects, LLC is not in the data published so far. Your Summary Plan Description states it.
Who manages the Grace Hebert Curtis Architects 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Fidelity Investments Institutional. The plan administrator is Grace Hebert Curtis Architects, LLC.
I left Grace Hebert Curtis Architects. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Grace Hebert Curtis Architects, LLC, (225) 338-5569) or the recordkeeper, Fidelity Investments Institutional. The Grace Hebert Curtis Architects old 401(k) page lists the contacts from every plan filing. Find an old Grace Hebert Curtis Architects 401(k)
Data from the public Form 5500 annual reports Grace Hebert Curtis Architects 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 Grace Hebert Curtis Architects. Not financial advice. Report a correction · Methodology