Koeller Nebeker Carlson Haluck 401(k) match, vesting and fees
What Koeller Nebeker Carlson Haluck'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 O | Schedule C ↗ |
| Independent auditor | Armanino 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 ↗ |
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.
| Koeller Nebeker Carlson Haluck: employer contribution per participant | $3,456 | |
| Peer median | $2,521 |
| Koeller Nebeker Carlson Haluck: average balance | $128,311 | |
| Peer median | $75,833 |
| Koeller Nebeker Carlson Haluck: admin expenses ÷ assets | 0.43% | |
| 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 $28.1M at the end of plan year 2021 to $28.1M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 220 | $28.1M | $757K | $3,456 | 0.43% | Not published | Form 5500 ↗ |
| 2023 | 291 | $27.2M | $644K | $2,325 | 0.41% | Not published | Form 5500 ↗ |
| 2022 | 259 | $22.7M | -$205 | -$1 | 0.66% | Not published | Form 5500 ↗ |
| 2021 | 244 | $28.1M | $0 | $0 | 0.67% | Not published | Form 5500 ↗ |
Common questions
Does Koeller Nebeker Carlson Haluck match 401(k) contributions?
The match terms for the Koeller Nebeker Carlson & Haluck, LLP 401(k) Plan have not been published from its filing yet. The plan year 2024 filing reports $757K in employer contributions, about $3,456 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Koeller Nebeker Carlson Haluck 401(k) match vested?
The vesting schedule for the Koeller Nebeker Carlson & Haluck, LLP 401(k) Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Koeller Nebeker Carlson Haluck 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Empower Annuity Insurance Company O. The plan administrator is Koeller Nebeker Carlson Haluck.
I left Koeller Nebeker Carlson Haluck. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Koeller Nebeker Carlson Haluck, (949) 864-3400) or the recordkeeper, Empower Annuity Insurance Company O. The Koeller Nebeker Carlson Haluck old 401(k) page lists the contacts from every plan filing. Find an old Koeller Nebeker Carlson Haluck 401(k)
Data from the public Form 5500 annual reports Koeller Nebeker Carlson Haluck 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 Koeller Nebeker Carlson Haluck. Not financial advice. Report a correction · Methodology