Klehr Harrison Harvey Branzburg 401(k) match, vesting and fees
What Klehr Harrison Harvey Branzburg'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 | Baker Tilly US LLP (unmodified opinion, limited scope) | 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.
| Klehr Harrison Harvey Branzburg: employer contribution per participant | $17,261 | |
| Peer median | $2,521 |
| Klehr Harrison Harvey Branzburg: average balance | $729,500 | |
| Peer median | $75,833 |
| Klehr Harrison Harvey Branzburg: admin expenses ÷ assets | 0.13% | |
| 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 went from $88.4M at the end of plan year 2021 to $90.5M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 127 | $90.5M | $2.1M | $17,261 | 0.13% | Not published | Form 5500 ↗ |
| 2023 | 132 | $80M | $2M | $15,257 | 0.11% | Not published | Form 5500 ↗ |
| 2022 | 131 | $72.5M | $1.8M | $13,954 | 0.10% | Not published | Form 5500 ↗ |
| 2021 | 170 | $88.4M | $1.7M | $13,406 | 0.14% | Not published | Form 5500 ↗ |
Other Klehr Harrison Harvey Branzburg plans (1)
Each plan files its own Form 5500. Figures are from each plan's latest filing.
Klehr Harrison Harvey Branzburg LLP 401(k) Salary Deferral Plan Associates & Paralegals
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) · Active | Form 5500 ↗ |
Common questions
Does Klehr Harrison Harvey Branzburg match 401(k) contributions?
The match terms for the Klehr Harrison Harvey Branzburg LLP 401(k) Profit Sharing Plan have not been published from its filing yet. The plan year 2024 filing reports $2.1M in employer contributions, about $17,261 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Klehr Harrison Harvey Branzburg 401(k) match vested?
The vesting schedule for the Klehr Harrison Harvey Branzburg LLP 401(k) Profit Sharing Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Klehr Harrison Harvey Branzburg 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Empower Annuity Insurance Company. The plan administrator is Klehr Harrison Harvey Branzburg LLP.
I left Klehr Harrison Harvey Branzburg. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Klehr Harrison Harvey Branzburg LLP, (215) 569-4284) or the recordkeeper, Empower Annuity Insurance Company. The Klehr Harrison Harvey Branzburg old 401(k) page lists the contacts from every plan filing. Find an old Klehr Harrison Harvey Branzburg 401(k)
Data from the public Form 5500 annual reports Klehr Harrison Harvey Branzburg 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 Klehr Harrison Harvey Branzburg. Not financial advice. Report a correction · Methodology