Gryphon Advisors 401(k) match, vesting and fees
What Gryphon Advisors' 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 | Milliman | Schedule C ↗ |
| Independent auditor | Rsm US LLC (unmodified opinion, limited scope) | 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.
| Gryphon Advisors: employer contribution per participant | $8,886 | |
| Peer median | $2,868 |
| Gryphon Advisors: average balance | $215,805 | |
| Peer median | $95,281 |
| Gryphon Advisors: admin expenses ÷ assets | 0.02% | |
| 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 $21M at the end of plan year 2021 to $34.7M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 189 | $34.7M | $1.4M | $8,886 | 0.02% | Not published | Form 5500 ↗ |
| 2023 | 181 | $27.9M | $1.3M | $8,429 | 0.02% | Not published | Form 5500 ↗ |
| 2022 | 160 | $20.6M | $1M | $7,628 | 0.02% | Not published | Form 5500 ↗ |
| 2021 | 144 | $21M | $765K | $6,267 | 0.02% | Not published | 5500-SF ↗ |
Common questions
Does Gryphon Advisors match 401(k) contributions?
The match terms for the Gryphon Investors 401k Retirement Plan have not been published from its filing yet. The plan year 2024 filing reports $1.4M in employer contributions, about $8,886 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Gryphon Advisors 401(k) match vested?
The vesting schedule for the Gryphon Investors 401k Retirement Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Gryphon Advisors 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Milliman. The plan administrator is Gryphon Advisors, LLC.
I left Gryphon Advisors. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Gryphon Advisors, LLC, (415) 217-7400) or the recordkeeper, Milliman. The Gryphon Advisors old 401(k) page lists the contacts from every plan filing. Find an old Gryphon Advisors 401(k)
Data from the public Form 5500 annual reports Gryphon Advisors 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 Gryphon Advisors. Not financial advice. Report a correction · Methodology