Kaufman Lynn Construction 401(k) match, vesting and fees
What Kaufman Lynn Construction'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 | Fidelity Investments Institutional | Schedule C ↗ |
| Independent auditor | Cbiz Cpas PC (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
| Late participant contributions | Reported on the filing | Schedule H ↗ |
How the plan compares
Plan year 2024 medians for 3,874 defined-contribution plans in construction with 100 to 499 participants.
| Kaufman Lynn Construction: employer contribution per participant | $4,460 | |
| Peer median | $2,411 |
| Kaufman Lynn Construction: average balance | $84,900 | |
| Peer median | $61,921 |
| Kaufman Lynn Construction: admin expenses ÷ assets | 0.64% | |
| 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 $15.8M at the end of plan year 2021 to $24.1M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 292 | $24.1M | $1.3M | $4,460 | 0.64% | Not published | Form 5500 ↗ |
| 2023 | 322 | $20.5M | $1.2M | $3,784 | 0.60% | Not published | Form 5500 ↗ |
| 2022 | 307 | $14.6M | $1M | $3,444 | 0.60% | Not published | Form 5500 ↗ |
| 2021 | 266 | $15.8M | $425K | $1,660 | 0.65% | Not published | Form 5500 ↗ |
Other Kaufman Lynn Construction plans (1)
Each plan files its own Form 5500. Figures are from each plan's latest filing.
Kaufman Lynn Construction, Inc. Employee Stock Ownership 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.
| Independent auditor | Marcum LLP (unmodified opinion) | Schedule H ↗ |
| Plan type and status | Retirement · Active | Form 5500 ↗ |
Common questions
Does Kaufman Lynn Construction match 401(k) contributions?
The match terms for the Kaufman Lynn Construction, Inc. 401(k) Profit Sharing Plan have not been published from its filing yet. The plan year 2024 filing reports $1.3M in employer contributions, about $4,460 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Kaufman Lynn Construction 401(k) match vested?
The vesting schedule for the Kaufman Lynn Construction, Inc. 401(k) Profit Sharing Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Kaufman Lynn Construction 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Fidelity Investments Institutional. The plan administrator is Kaufman Lynn Construction, Inc..
I left Kaufman Lynn Construction. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Kaufman Lynn Construction, Inc., (561) 361-6700) or the recordkeeper, Fidelity Investments Institutional. The Kaufman Lynn Construction old 401(k) page lists the contacts from every plan filing. Find an old Kaufman Lynn Construction 401(k)
Data from the public Form 5500 annual reports Kaufman Lynn Construction 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 Kaufman Lynn Construction. Not financial advice. Report a correction · Methodology