Lathrop GPM 401(k) match, vesting and fees
What Lathrop GPM'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 1,287 defined-contribution plans in professional, scientific, and technical services with 500 to 999 participants.
| Lathrop GPM: employer contribution per participant | $10,004 | |
| Peer median | $2,600 |
| Lathrop GPM: average balance | $456,485 | |
| Peer median | $84,124 |
| Lathrop GPM: admin expenses ÷ assets | 0.07% | |
| Peer median | 0.17% |
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 $385M at the end of plan year 2021 to $349M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 898 | $349M | $7.7M | $10,004 | 0.07% | Not published | Form 5500 ↗ |
| 2023 | 861 | $334M | $6.6M | $8,166 | 0.09% | Not published | Form 5500 ↗ |
| 2022 | 897 | $309M | $7.1M | $8,405 | 0.08% | Not published | Form 5500 ↗ |
| 2021 | 1,023 | $385M | $8.7M | $10,004 | 0.09% | Not published | Form 5500 ↗ |
Other Lathrop GPM plans (1)
Each plan files its own Form 5500. Figures are from each plan's latest filing.
Lathrop Gpm LLP 401(k) 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 | 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 ↗ |
Common questions
Does Lathrop GPM match 401(k) contributions?
The match terms for the Lathrop Gpm LLP Retirement Plan and Trust have not been published from its filing yet. The plan year 2024 filing reports $7.7M in employer contributions, about $10,004 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Lathrop GPM 401(k) match vested?
The vesting schedule for the Lathrop Gpm LLP Retirement Plan and Trust is not in the data published so far. Your Summary Plan Description states it.
Who manages the Lathrop GPM 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Schwab Retirement Plan Services,inc. The plan administrator is Lathrop Gpm LLP.
I left Lathrop GPM. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Lathrop Gpm LLP, (816) 292-2000) or the recordkeeper, Schwab Retirement Plan Services,inc. The Lathrop GPM old 401(k) page lists the contacts from every plan filing. Find an old Lathrop GPM 401(k)
Data from the public Form 5500 annual reports Lathrop GPM 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 Lathrop GPM. Not financial advice. Report a correction · Methodology