L.A. Fuess Partners 401(k) match, vesting and fees
What L.A. Fuess Partners' 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 | Newport Group, Inc. | Schedule C ↗ |
| Independent auditor | Sutton Frost Carry (Sfc) (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
How the plan compares
Plan year 2025 medians for 3,569 defined-contribution plans in professional, scientific, and technical services with 100 to 499 participants.
| L.A. Fuess Partners: employer contribution per participant | $4,510 | |
| Peer median | $2,719 |
| L.A. Fuess Partners: average balance | $194,266 | |
| Peer median | $85,424 |
| L.A. Fuess Partners: admin expenses ÷ assets | 0.22% | |
| 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 $19M at the end of plan year 2021 to $30.1M at the end of plan year 2025.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2025 | 159 | $30.1M | $699K | $4,510 | 0.22% | Not published | Form 5500 ↗ |
| 2024 | 146 | $24.9M | $708K | $4,952 | 0.24% | Not published | Form 5500 ↗ |
| 2023 | 127 | $20.7M | $374K | $3,044 | 0.26% | Not published | 5500-SF ↗ |
| 2022 | 115 | $16.4M | $140K | $1,249 | 0.26% | Not published | 5500-SF ↗ |
| 2021 | 107 | $19M | — | — | 0.24% | Not published | 5500-SF ↗ |
Other L.A. Fuess Partners plans (1)
Each plan files its own Form 5500. Figures are from each plan's latest filing.
L.A. Fuess Partners 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.
| Plan type and status | Retirement · Active | Form 5500 ↗ |
Common questions
Does L.A. Fuess Partners match 401(k) contributions?
The match terms for the Lafpi Profit Sharing Plan have not been published from its filing yet. The plan year 2025 filing reports $699K in employer contributions, about $4,510 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the L.A. Fuess Partners 401(k) match vested?
The vesting schedule for the Lafpi Profit Sharing Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the L.A. Fuess Partners 401(k)?
The recordkeeper listed on Schedule C of the plan year 2025 filing is Newport Group, Inc.. The plan administrator is L.A. Fuess Partners, Inc..
I left L.A. Fuess Partners. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (L.A. Fuess Partners, Inc., (214) 871-7010) or the recordkeeper, Newport Group, Inc.. The L.A. Fuess Partners old 401(k) page lists the contacts from every plan filing. Find an old L.A. Fuess Partners 401(k)
Data from the public Form 5500 annual reports L.A. Fuess Partners filed with the U.S. Department of Labor (plan years 2021 and 2022 and 2023 and 2024 and 2025) 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 L.A. Fuess Partners. Not financial advice. Report a correction · Methodology