J D Palatine 401(k) match, vesting and fees
What J D Palatine'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 | Paychex, Inc. | Schedule C ↗ |
| Independent auditor | Schneider Downs & Co, Inc. (unmodified opinion) | 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.
| J D Palatine: employer contribution per participant | $2,251 | |
| Peer median | $2,521 |
| J D Palatine: average balance | $34,947 | |
| Peer median | $75,833 |
| J D Palatine: admin expenses ÷ assets | 0.68% | |
| 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 were $3.7M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 148 | $3.7M | $241K | $2,251 | 0.68% | Not published | Form 5500 ↗ |
Common questions
Does J D Palatine match 401(k) contributions?
The match terms for the J D Palatine 401(k) Profit Sharing Plan & Trust have not been published from its filing yet. The plan year 2024 filing reports $241K in employer contributions, about $2,251 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the J D Palatine 401(k) match vested?
The vesting schedule for the J D Palatine 401(k) Profit Sharing Plan & Trust is not in the data published so far. Your Summary Plan Description states it.
Who manages the J D Palatine 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Paychex, Inc.. The plan administrator is ERISA Fiduciary Services, Inc..
I left J D Palatine. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (ERISA Fiduciary Services, Inc., (631) 249-0500) or the recordkeeper, Paychex, Inc.. The J D Palatine old 401(k) page lists the contacts from every plan filing. Find an old J D Palatine 401(k)
Data from the public Form 5500 annual reports J D Palatine filed with the U.S. Department of Labor (plan years 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 J D Palatine. Not financial advice. Report a correction · Methodology