Man Investments USA Holdings 401(k) match, vesting and fees
What Man Investments USA Holdings' 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 | Merrill Lynch, Pierce, Fenner and S | 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 655 defined-contribution plans in finance and insurance with 500 to 999 participants.
| Man Investments USA Holdings: employer contribution per participant | $6,356 | |
| Peer median | $2,935 |
| Man Investments USA Holdings: average balance | $228,383 | |
| Peer median | $92,770 |
| Man Investments USA Holdings: admin expenses ÷ assets | 0.13% | |
| Peer median | 0.15% |
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 $109M at the end of plan year 2021 to $146M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 649 | $146M | $4.1M | $6,356 | 0.13% | Not published | Form 5500 ↗ |
| 2023 | 613 | $113M | $3.1M | $5,906 | 0.13% | Not published | Form 5500 ↗ |
| 2022 | 510 | $93.6M | $3M | $6,069 | 0.13% | Not published | Form 5500 ↗ |
| 2021 | 460 | $109M | $2.8M | $6,262 | 0.12% | Not published | Form 5500 ↗ |
Common questions
Does Man Investments USA Holdings match 401(k) contributions?
The match terms for the Man Investments USA Holdings Inc. Savings and Investment Plan have not been published from its filing yet. The plan year 2024 filing reports $4.1M in employer contributions, about $6,356 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Man Investments USA Holdings 401(k) match vested?
The vesting schedule for the Man Investments USA Holdings Inc. Savings and Investment Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Man Investments USA Holdings 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Merrill Lynch, Pierce, Fenner and S. The plan administrator is Man Investments USA Holdings Inc..
I left Man Investments USA Holdings. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Man Investments USA Holdings Inc., (212) 649-6600) or the recordkeeper, Merrill Lynch, Pierce, Fenner and S. The Man Investments USA Holdings old 401(k) page lists the contacts from every plan filing. Find an old Man Investments USA Holdings 401(k)
Data from the public Form 5500 annual reports Man Investments USA Holdings 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 Man Investments USA Holdings. Not financial advice. Report a correction · Methodology