Lipsitz Green Scime Cambria 401(k) match, vesting and fees
What Lipsitz Green Scime Cambria'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 | Arbor Capital Management | Schedule C ↗ |
| Independent auditor | Lumsden Mccormick (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.
| Lipsitz Green Scime Cambria: employer contribution per participant | $5,749 | |
| Peer median | $2,521 |
| Lipsitz Green Scime Cambria: average balance | $499,261 | |
| Peer median | $75,833 |
| Lipsitz Green Scime Cambria: admin expenses ÷ assets | 0.09% | |
| 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 $73.2M at the end of plan year 2021 to $81.4M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 173 | $81.4M | $937K | $5,749 | 0.09% | Not published | Form 5500 ↗ |
| 2023 | 168 | $70.9M | $929K | $6,194 | 0.07% | Not published | Form 5500 ↗ |
| 2022 | 166 | $61.3M | $822K | $5,667 | 0.07% | Not published | Form 5500 ↗ |
| 2021 | 147 | $73.2M | $845K | $5,827 | 0.07% | Not published | Form 5500 ↗ |
Common questions
Does Lipsitz Green Scime Cambria match 401(k) contributions?
The match terms for the Lipsitz Green Scime Cambria, LLP 401(k) Plan have not been published from its filing yet. The plan year 2024 filing reports $937K in employer contributions, about $5,749 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Lipsitz Green Scime Cambria 401(k) match vested?
The vesting schedule for the Lipsitz Green Scime Cambria, LLP 401(k) Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Lipsitz Green Scime Cambria 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Arbor Capital Management. The plan administrator is Lipsitz Green Scime Cambria, LLP.
I left Lipsitz Green Scime Cambria. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Lipsitz Green Scime Cambria, LLP, (716) 844-3535) or the recordkeeper, Arbor Capital Management. The Lipsitz Green Scime Cambria old 401(k) page lists the contacts from every plan filing. Find an old Lipsitz Green Scime Cambria 401(k)
Data from the public Form 5500 annual reports Lipsitz Green Scime Cambria 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 Lipsitz Green Scime Cambria. Not financial advice. Report a correction · Methodology