GW&K Investment Management 401(k) match, vesting and fees
What GW&K Investment Management'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 | Empower Annuity Insurance Company | Schedule C ↗ |
| Independent auditor | Caron & Bletzer, PLLC (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
Plan history
Plan assets were $55.6M at the end of plan year 2023.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2023 | 220 | $55.6M | $1.2M | $5,410 | 0.07% | Not published | Form 5500 ↗ |
Other GW&K Investment Management plans (1)
Each plan files its own Form 5500. Figures are from each plan's latest filing.
Gw&K 401(k) Savings 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 | Empower Annuity Insurance Company | Schedule C ↗ |
| Independent auditor | Caron & Bletzer, PLLC (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
| Late participant contributions | Reported on the filing | Schedule H ↗ |
Common questions
Does GW&K Investment Management match 401(k) contributions?
The match terms for the Gw&K 401(k) Savings Plan have not been published from its filing yet. The plan year 2023 filing reports $1.2M in employer contributions, about $5,410 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the GW&K Investment Management 401(k) match vested?
The vesting schedule for the Gw&K 401(k) Savings Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the GW&K Investment Management 401(k)?
The recordkeeper listed on Schedule C of the plan year 2023 filing is Empower Annuity Insurance Company. The plan administrator is Gw&K Investment Management, LLC.
I left GW&K Investment Management. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Gw&K Investment Management, LLC, (617) 236-2900) or the recordkeeper, Empower Annuity Insurance Company. The GW&K Investment Management old 401(k) page lists the contacts from every plan filing. Find an old GW&K Investment Management 401(k)
Data from the public Form 5500 annual reports GW&K Investment Management filed with the U.S. Department of Labor (plan years 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 GW&K Investment Management. Not financial advice. Report a correction · Methodology