Lewis Brisbois Bisgaard & Smith 401(k) match, vesting and fees
What Lewis Brisbois Bisgaard & Smith'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 | John Hancock Life Insurance Company | Schedule C ↗ |
| Independent auditor | Citrin Cooperman & Co.,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 1,087 defined-contribution plans in professional, scientific, and technical services with 1,000 to 4,999 participants.
| Lewis Brisbois Bisgaard & Smith: employer contribution per participant | $977 | |
| Peer median | $2,556 |
| Lewis Brisbois Bisgaard & Smith: average balance | $76,423 | |
| Peer median | $100,166 |
| Lewis Brisbois Bisgaard & Smith: admin expenses ÷ assets | 0.23% | |
| Peer median | 0.11% |
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 $248M at the end of plan year 2021 to $301M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 4,089 | $301M | $3.9M | $977 | 0.23% | Not published | Form 5500 ↗ |
| 2023 | 3,907 | $257M | $3.6M | $976 | 0.25% | Not published | Form 5500 ↗ |
| 2022 | 3,964 | $212M | — | — | 0.30% | Not published | Form 5500 ↗ |
| 2021 | 3,644 | $248M | — | — | 0.21% | Not published | Form 5500 ↗ |
Other Lewis Brisbois Bisgaard & Smith plans (3)
Each plan files its own Form 5500. Figures are from each plan's latest filing.
Lewis Brisbois Bisgaard & Smith 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 | Morgan Stanley Smith Barney | Schedule C ↗ |
| Independent auditor | Citrin Cooperman & Co.,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 ↗ |
Lewis Brisbois Bisgaard & Smith LLP Cash Balance Pension Plan III
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.
| Independent auditor | Citrin Cooperman & Company LLP (unmodified opinion) | Schedule H ↗ |
| Plan type and status | Pension (defined benefit) · Active | Form 5500 ↗ |
Lewis Brisbois Bisgaard & Smith LLP Cash Balance Pension Plan II
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 | Pension (defined benefit) · Terminated (final filing) | Form 5500 ↗ |
Common questions
Does Lewis Brisbois Bisgaard & Smith match 401(k) contributions?
The match terms for the Lewis Brisbois Bisgaard & Smith LLP Employees 401(k) Plan have not been published from its filing yet. The plan year 2024 filing reports $3.9M in employer contributions, about $977 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Lewis Brisbois Bisgaard & Smith 401(k) match vested?
The vesting schedule for the Lewis Brisbois Bisgaard & Smith LLP Employees 401(k) Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Lewis Brisbois Bisgaard & Smith 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is John Hancock Life Insurance Company. The plan administrator is Lewis Brisbois Bisgaard & Smith LLP.
I left Lewis Brisbois Bisgaard & Smith. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Lewis Brisbois Bisgaard & Smith LLP, (213) 250-1800) or the recordkeeper, John Hancock Life Insurance Company. The Lewis Brisbois Bisgaard & Smith old 401(k) page lists the contacts from every plan filing. Find an old Lewis Brisbois Bisgaard & Smith 401(k)
Data from the public Form 5500 annual reports Lewis Brisbois Bisgaard & Smith 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 Lewis Brisbois Bisgaard & Smith. Not financial advice. Report a correction · Methodology