Lassonde Pappas 401(k) match, vesting and fees
What Lassonde Pappas' 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 | Bkc,cpas,pc (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
How the plan compares
Plan year 2024 medians for 1,380 defined-contribution plans in health care and social assistance with 500 to 999 participants.
| Lassonde Pappas: employer contribution per participant | $2,140 | |
| Peer median | $1,337 |
| Lassonde Pappas: average balance | $64,477 | |
| Peer median | $35,764 |
| Lassonde Pappas: admin expenses ÷ assets | 0.26% | |
| Peer median | 0.32% |
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 $51.6M at the end of plan year 2021 to $64M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 1,045 | $64M | $2.1M | $2,140 | 0.26% | Not published | Form 5500 ↗ |
| 2023 | 990 | $57.5M | $1.8M | $1,898 | 0.27% | Not published | Form 5500 ↗ |
| 2022 | 855 | $44.7M | $1.5M | $1,850 | 0.29% | Not published | Form 5500 ↗ |
| 2021 | 808 | $51.6M | $1.5M | $1,956 | 0.29% | Not published | Form 5500 ↗ |
Other Lassonde Pappas plans (1)
Each plan files its own Form 5500. Figures are from each plan's latest filing.
Zidian Management Corp. DBA the Zidian Group 401(k) Profit Sharing 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.
| Recordkeeper | Newport Group, Inc. | Schedule C ↗ |
| Independent auditor | Packer Thomas (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
Common questions
Does Lassonde Pappas match 401(k) contributions?
The match terms for the Lassonde 401k Plan for the Benefit of U.S. Employees have not been published from its filing yet. The plan year 2024 filing reports $2.1M in employer contributions, about $2,140 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Lassonde Pappas 401(k) match vested?
The vesting schedule for the Lassonde 401k Plan for the Benefit of U.S. Employees is not in the data published so far. Your Summary Plan Description states it.
Who manages the Lassonde Pappas 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Schwab Retirement Plan Services,inc. The plan administrator is Lassonde Pappas and Company, Inc..
I left Lassonde Pappas. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Lassonde Pappas and Company, Inc., (856) 455-1000) or the recordkeeper, Schwab Retirement Plan Services,inc. The Lassonde Pappas old 401(k) page lists the contacts from every plan filing. Find an old Lassonde Pappas 401(k)
Data from the public Form 5500 annual reports Lassonde Pappas 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 Lassonde Pappas. Not financial advice. Report a correction · Methodology