Marshall & Sterling Enterprises 401(k) match, vesting and fees
What Marshall & Sterling Enterprises' 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 | Fidelity Investments Institutional | Schedule C ↗ |
| Independent auditor | Rbt Cpas, 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 108 defined-contribution plans in management of companies and enterprises with 500 to 999 participants.
| Marshall & Sterling Enterprises: employer contribution per participant | $3,104 | |
| Peer median | $2,042 |
| Marshall & Sterling Enterprises: average balance | $102,756 | |
| Peer median | $78,282 |
| Marshall & Sterling Enterprises: admin expenses ÷ assets | 0.08% | |
| Peer median | 0.22% |
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 $54.9M at the end of plan year 2021 to $68.6M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 689 | $68.6M | $2.1M | $3,104 | 0.08% | Not published | Form 5500 ↗ |
| 2023 | 674 | $61M | $1.9M | $2,858 | 0.14% | Not published | Form 5500 ↗ |
| 2022 | 650 | $50.7M | $1.8M | $2,776 | 0.17% | Not published | Form 5500 ↗ |
| 2021 | 624 | $54.9M | $1.6M | $2,705 | 0.17% | Not published | Form 5500 ↗ |
Other Marshall & Sterling Enterprises plans (1)
Each plan files its own Form 5500. Figures are from each plan's latest filing.
Marshall & Sterling Enterprises, Inc. Employee Stock Ownership 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.
| Independent auditor | Rbt Cpas, LLP (unmodified opinion) | Schedule H ↗ |
| Plan type and status | Profit-sharing · Active | Form 5500 ↗ |
Common questions
Does Marshall & Sterling Enterprises match 401(k) contributions?
The match terms for the Marshall & Sterling Enterprises, Inc. 401(k) Plan have not been published from its filing yet. The plan year 2024 filing reports $2.1M in employer contributions, about $3,104 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Marshall & Sterling Enterprises 401(k) match vested?
The vesting schedule for the Marshall & Sterling Enterprises, Inc. 401(k) Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Marshall & Sterling Enterprises 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Fidelity Investments Institutional. The plan administrator is Marshall & Sterling Enterprises, Inc..
I left Marshall & Sterling Enterprises. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Marshall & Sterling Enterprises, Inc., (845) 454-0800) or the recordkeeper, Fidelity Investments Institutional. The Marshall & Sterling Enterprises old 401(k) page lists the contacts from every plan filing. Find an old Marshall & Sterling Enterprises 401(k)
Data from the public Form 5500 annual reports Marshall & Sterling Enterprises 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 Marshall & Sterling Enterprises. Not financial advice. Report a correction · Methodology