Manning & Napier Advisors 401(k) match, vesting and fees
What Manning & Napier Advisors' 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 | Empower Life & Annuity Insurance Co | Schedule C ↗ |
| Independent auditor | Bonadio & 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 655 defined-contribution plans in finance and insurance with 500 to 999 participants.
| Manning & Napier Advisors: employer contribution per participant | $4,504 | |
| Peer median | $2,935 |
| Manning & Napier Advisors: average balance | $293,277 | |
| Peer median | $92,770 |
| Manning & Napier Advisors: admin expenses ÷ assets | <0.01% | |
| 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 $148M at the end of plan year 2021 to $152M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 536 | $152M | $2.3M | $4,504 | <0.01% | Not published | Form 5500 ↗ |
| 2023 | 497 | $130M | $1.4M | $2,967 | 0.01% | Not published | Form 5500 ↗ |
| 2022 | 509 | $119M | $1.4M | $2,828 | <0.01% | Not published | Form 5500 ↗ |
| 2021 | 517 | $148M | $2.4M | $4,634 | 0.05% | Not published | Form 5500 ↗ |
Common questions
Does Manning & Napier Advisors match 401(k) contributions?
The match terms for the Manning & Napier Advisors, LLC 401(k) and Profit Sharing Plan have not been published from its filing yet. The plan year 2024 filing reports $2.3M in employer contributions, about $4,504 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Manning & Napier Advisors 401(k) match vested?
The vesting schedule for the Manning & Napier Advisors, LLC 401(k) and Profit Sharing Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Manning & Napier Advisors 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Empower Life & Annuity Insurance Co. The plan administrator is Manning & Napier Advisors, LLC.
I left Manning & Napier Advisors. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Manning & Napier Advisors, LLC, (585) 325-6880) or the recordkeeper, Empower Life & Annuity Insurance Co. The Manning & Napier Advisors old 401(k) page lists the contacts from every plan filing. Find an old Manning & Napier Advisors 401(k)
Data from the public Form 5500 annual reports Manning & Napier Advisors 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 Manning & Napier Advisors. Not financial advice. Report a correction · Methodology