Herbert J Sims 401(k) match, vesting and fees
What Herbert J Sims' 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 | Prudential Insur Comp of America | 2023 Schedule C ↗ |
| Independent auditor | Aprio LLP (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
| Late participant contributions | Reported on the filing | Schedule H ↗ |
The recordkeeper is from the plan year 2023 filing, the latest that names one. The other rows are from the plan year 2024 filing.
How the plan compares
Plan year 2024 medians for 3,409 defined-contribution plans in finance and insurance with 100 to 499 participants.
| Herbert J Sims: employer contribution per participant | $1,188 | |
| Peer median | $2,868 |
| Herbert J Sims: average balance | $230,121 | |
| Peer median | $95,281 |
| Herbert J Sims: admin expenses ÷ assets | 0.24% | |
| 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 $26.6M at the end of plan year 2021 to $30.1M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 151 | $30.1M | $156K | $1,188 | 0.24% | Not published | Form 5500 ↗ |
| 2023 | 145 | $28.5M | $155K | $1,356 | 0.01% | Not published | Form 5500 ↗ |
| 2022 | 119 | $23.4M | $152K | $1,280 | 0.02% | Not published | Form 5500 ↗ |
| 2021 | 112 | $26.6M | $171K | $1,529 | 0.02% | Not published | Form 5500 ↗ |
Other Herbert J Sims plans (1)
Each plan files its own Form 5500. Figures are from each plan's latest filing.
Herbert J. Sims & Co. Inc. Savings & Retirement Plan of Puerto Rico
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.
| Plan type and status | 401(k) · Terminated (final filing) | Form 5500 ↗ |
Common questions
Does Herbert J Sims match 401(k) contributions?
The match terms for the Herbert J Sims 401(k) Plan have not been published from its filing yet. The plan year 2024 filing reports $156K in employer contributions, about $1,188 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Herbert J Sims 401(k) match vested?
The vesting schedule for the Herbert J Sims 401(k) Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Herbert J Sims 401(k)?
The recordkeeper listed on Schedule C of the plan year 2023 filing is Prudential Insur Comp of America. The plan administrator is Herbert J Sims & Co. Inc..
I left Herbert J Sims. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Herbert J Sims & Co. Inc., (203) 418-9000) or the recordkeeper, Prudential Insur Comp of America. The Herbert J Sims old 401(k) page lists the contacts from every plan filing. Find an old Herbert J Sims 401(k)
Data from the public Form 5500 annual reports Herbert J Sims 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 Herbert J Sims. Not financial advice. Report a correction · Methodology