Maestro Consulting Services 401(k) match, vesting and fees
What Maestro Consulting Services' 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 | Smith & Howard, PC (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 263 defined-contribution plans in other services with 1,000 to 4,999 participants.
| Maestro Consulting Services: employer contribution per participant | $136 | |
| Peer median | $1,431 |
| Maestro Consulting Services: average balance | $20,921 | |
| Peer median | $42,646 |
| Maestro Consulting Services: admin expenses ÷ assets | 1.49% | |
| Peer median | 0.23% |
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 $31M at the end of plan year 2021 to $23.3M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 1,243 | $23.3M | $151K | $136 | 1.49% | Not published | Form 5500 ↗ |
| 2023 | 1,902 | $25.4M | $246K | $140 | 1.06% | Not published | Form 5500 ↗ |
| 2022 | 2,466 | $25.8M | $307K | $162 | 0.91% | Not published | Form 5500 ↗ |
| 2021 | 2,392 | $31M | $308K | $169 | 0.91% | Not published | Form 5500 ↗ |
Other Maestro Consulting Services plans (1)
Each plan files its own Form 5500. Figures are from each plan's latest filing.
Caretel 401k 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 | Transamerica Life Insurance Company | Schedule C ↗ |
| Independent auditor | Jmm Cpa (disclaimer opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Terminated (final filing) | Form 5500 ↗ |
| Late participant contributions | Reported on the filing | Schedule H ↗ |
Common questions
Does Maestro Consulting Services match 401(k) contributions?
The match terms for the Symphony Multiple Employer Plan have not been published from its filing yet. The plan year 2024 filing reports $151K in employer contributions, about $136 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Maestro Consulting Services 401(k) match vested?
The vesting schedule for the Symphony Multiple Employer Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Maestro Consulting Services 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Newport Group, Inc.. The plan administrator is Maestro Consulting Services, LLC.
I left Maestro Consulting Services. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Maestro Consulting Services, LLC, (847) 933-2600) or the recordkeeper, Newport Group, Inc.. The Maestro Consulting Services old 401(k) page lists the contacts from every plan filing. Find an old Maestro Consulting Services 401(k)
Data from the public Form 5500 annual reports Maestro Consulting Services 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 Maestro Consulting Services. Not financial advice. Report a correction · Methodology