Mandelbaum Barrett 401(k) match, vesting and fees
What Mandelbaum Barrett'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 | Park Avenue Securities, LLC | Schedule C ↗ |
| Independent auditor | Meisel, Tuteur & Lewis P.C. (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.
| Mandelbaum Barrett: employer contribution per participant | $3,840 | |
| Peer median | $2,521 |
| Mandelbaum Barrett: average balance | $170,050 | |
| Peer median | $75,833 |
| Mandelbaum Barrett: admin expenses ÷ assets | 0.21% | |
| 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 $28M at the end of plan year 2021 to $34.7M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 208 | $34.7M | $783K | $3,840 | 0.21% | Not published | Form 5500 ↗ |
| 2023 | 186 | $30.2M | $846K | $4,598 | 0.21% | Not published | Form 5500 ↗ |
| 2022 | 162 | $24M | $861K | $5,556 | 0.21% | Not published | Form 5500 ↗ |
| 2021 | 161 | $28M | $651K | $4,230 | 0.22% | Not published | Form 5500 ↗ |
Common questions
Does Mandelbaum Barrett match 401(k) contributions?
The match terms for the Mandelbaum Barrett, PC Employee Savings Plan have not been published from its filing yet. The plan year 2024 filing reports $783K in employer contributions, about $3,840 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Mandelbaum Barrett 401(k) match vested?
The vesting schedule for the Mandelbaum Barrett, PC Employee Savings Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Mandelbaum Barrett 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Park Avenue Securities, LLC. The plan administrator is Nppg Fiduciary Services, LLC.
I left Mandelbaum Barrett. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Nppg Fiduciary Services, LLC, (732) 758-1577) or the recordkeeper, Park Avenue Securities, LLC. The Mandelbaum Barrett old 401(k) page lists the contacts from every plan filing. Find an old Mandelbaum Barrett 401(k)
Data from the public Form 5500 annual reports Mandelbaum Barrett 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 Mandelbaum Barrett. Not financial advice. Report a correction · Methodology