Marshall Wace North America 401(k) match, vesting and fees
What Marshall Wace North America'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 | The Vanguard Group, Inc. | Schedule C ↗ |
| Independent auditor | Bdo USA 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 3,409 defined-contribution plans in finance and insurance with 100 to 499 participants.
| Marshall Wace North America: employer contribution per participant | $14,458 | |
| Peer median | $2,868 |
| Marshall Wace North America: average balance | $215,296 | |
| Peer median | $95,281 |
| Marshall Wace North America: admin expenses ÷ assets | <0.01% | |
| 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 $31.2M at the end of plan year 2021 to $56M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 267 | $56M | $3.8M | $14,458 | <0.01% | Not published | Form 5500 ↗ |
| 2023 | 221 | $41.3M | $2.7M | $13,498 | <0.01% | Not published | Form 5500 ↗ |
| 2022 | 164 | $29.2M | $2M | $12,739 | <0.01% | Not published | Form 5500 ↗ |
| 2021 | 140 | $31.2M | $1.7M | $12,399 | <0.01% | Not published | Form 5500 ↗ |
Common questions
Does Marshall Wace North America match 401(k) contributions?
The match terms for the Marshall Wace North America LP 401(k) Profit Sharing & Trust have not been published from its filing yet. The plan year 2024 filing reports $3.8M in employer contributions, about $14,458 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Marshall Wace North America 401(k) match vested?
The vesting schedule for the Marshall Wace North America LP 401(k) Profit Sharing & Trust is not in the data published so far. Your Summary Plan Description states it.
Who manages the Marshall Wace North America 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is The Vanguard Group, Inc.. The plan administrator is Marshall Wace North America, LP.
I left Marshall Wace North America. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Marshall Wace North America, LP, (212) 235-2891) or the recordkeeper, The Vanguard Group, Inc.. The Marshall Wace North America old 401(k) page lists the contacts from every plan filing. Find an old Marshall Wace North America 401(k)
Data from the public Form 5500 annual reports Marshall Wace North America 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 Wace North America. Not financial advice. Report a correction · Methodology