Krieg Devault 401(k) match, vesting and fees
What Krieg Devault'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 | Schwab Retirement Plan Services,inc | Schedule C ↗ |
| Independent auditor | Forvis Mazars,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.
| Krieg Devault: employer contribution per participant | $9,751 | |
| Peer median | $2,521 |
| Krieg Devault: average balance | $373,467 | |
| Peer median | $75,833 |
| Krieg Devault: admin expenses ÷ assets | 0.20% | |
| 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 $108M at the end of plan year 2021 to $105M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 307 | $105M | $2.7M | $9,751 | 0.20% | Not published | Form 5500 ↗ |
| 2023 | 294 | $105M | $2.4M | $8,440 | 0.21% | Not published | Form 5500 ↗ |
| 2022 | 283 | $91.9M | $2.3M | $8,296 | 0.20% | Not published | Form 5500 ↗ |
| 2021 | 262 | $108M | $2.3M | $9,094 | 0.20% | Not published | Form 5500 ↗ |
Common questions
Does Krieg Devault match 401(k) contributions?
The match terms for the Krieg Devault Profit Sharing Plan have not been published from its filing yet. The plan year 2024 filing reports $2.7M in employer contributions, about $9,751 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Krieg Devault 401(k) match vested?
The vesting schedule for the Krieg Devault Profit Sharing Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Krieg Devault 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Schwab Retirement Plan Services,inc. The plan administrator is Krieg Devault LLP.
I left Krieg Devault. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Krieg Devault LLP, (317) 636-4341) or the recordkeeper, Schwab Retirement Plan Services,inc. The Krieg Devault old 401(k) page lists the contacts from every plan filing. Find an old Krieg Devault 401(k)
Data from the public Form 5500 annual reports Krieg Devault 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 Krieg Devault. Not financial advice. Report a correction · Methodology