John Moriarty & Associates 401(k) match, vesting and fees
What John Moriarty & Associates' 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 | Mamacos Bysiewicz & Associates (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
How the plan compares
Plan year 2024 medians for 3,874 defined-contribution plans in construction with 100 to 499 participants.
| John Moriarty & Associates: employer contribution per participant | $2,316 | |
| Peer median | $2,411 |
| John Moriarty & Associates: average balance | $227,625 | |
| Peer median | $61,921 |
| John Moriarty & Associates: admin expenses ÷ assets | 0.11% | |
| Peer median | 0.39% |
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 $73.6M at the end of plan year 2021 to $112M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 541 | $112M | $1.1M | $2,316 | 0.11% | Not published | Form 5500 ↗ |
| 2023 | 612 | $105M | $1.4M | $2,514 | 0.06% | Not published | Form 5500 ↗ |
| 2022 | 704 | $82.1M | $1.7M | $2,794 | 0.01% | Not published | Form 5500 ↗ |
| 2021 | 719 | $73.6M | $1.4M | $2,396 | 0.03% | Not published | Form 5500 ↗ |
Common questions
Does John Moriarty & Associates match 401(k) contributions?
The match terms for the John Moriarty & Associates, Inc. 401k Retirement Plan have not been published from its filing yet. The plan year 2024 filing reports $1.1M in employer contributions, about $2,316 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the John Moriarty & Associates 401(k) match vested?
The vesting schedule for the John Moriarty & Associates, Inc. 401k Retirement Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the John Moriarty & Associates 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Fidelity Investments Institutional. The plan administrator is John Moriarty & Associates, Inc..
I left John Moriarty & Associates. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (John Moriarty & Associates, Inc., (781) 729-3900) or the recordkeeper, Fidelity Investments Institutional. The John Moriarty & Associates old 401(k) page lists the contacts from every plan filing. Find an old John Moriarty & Associates 401(k)
Data from the public Form 5500 annual reports John Moriarty & Associates 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 John Moriarty & Associates. Not financial advice. Report a correction · Methodology