Marucco Stoddard Ferenbach Walsh 401(k) match, vesting and fees
What Marucco Stoddard Ferenbach Walsh'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 | Merrill Lynch Pierce Fenner & Smith | Schedule C ↗ |
| Independent auditor | Kerber, Eck & Braeckel LLP (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
How the plan compares
Plan year 2025 medians for 3,569 defined-contribution plans in professional, scientific, and technical services with 100 to 499 participants.
| Marucco Stoddard Ferenbach Walsh: employer contribution per participant | $4,084 | |
| Peer median | $2,719 |
| Marucco Stoddard Ferenbach Walsh: average balance | $122,802 | |
| Peer median | $85,424 |
| Marucco Stoddard Ferenbach Walsh: admin expenses ÷ assets | 0.25% | |
| 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 $8.5M at the end of plan year 2021 to $17.6M at the end of plan year 2025.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2025 | 170 | $17.6M | $584K | $4,084 | 0.25% | Not published | Form 5500 ↗ |
| 2024 | 156 | $14.4M | $468K | $3,598 | 0.27% | Not published | 5500-SF ↗ |
| 2023 | 140 | $11.2M | $398K | $3,647 | 0.26% | Not published | 5500-SF ↗ |
| 2022 | 114 | $8.2M | $277K | $3,082 | 0.27% | Not published | 5500-SF ↗ |
| 2021 | 83 | $8.5M | — | — | 0.25% | Not published | 5500-SF ↗ |
Common questions
Does Marucco Stoddard Ferenbach Walsh match 401(k) contributions?
The match terms for the Marucco, Stoddard, Ferenbach, & Walsh, Inc. have not been published from its filing yet. The plan year 2025 filing reports $584K in employer contributions, about $4,084 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Marucco Stoddard Ferenbach Walsh 401(k) match vested?
The vesting schedule for the Marucco, Stoddard, Ferenbach, & Walsh, Inc. is not in the data published so far. Your Summary Plan Description states it.
Who manages the Marucco Stoddard Ferenbach Walsh 401(k)?
The recordkeeper listed on Schedule C of the plan year 2025 filing is Merrill Lynch Pierce Fenner & Smith. The plan administrator is Marucco Stoddard Ferenbach Walsh.
I left Marucco Stoddard Ferenbach Walsh. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Marucco Stoddard Ferenbach Walsh, (217) 698-3535) or the recordkeeper, Merrill Lynch Pierce Fenner & Smith. The Marucco Stoddard Ferenbach Walsh old 401(k) page lists the contacts from every plan filing. Find an old Marucco Stoddard Ferenbach Walsh 401(k)
Data from the public Form 5500 annual reports Marucco Stoddard Ferenbach Walsh filed with the U.S. Department of Labor (plan years 2021 and 2022 and 2023 and 2024 and 2025) 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 Marucco Stoddard Ferenbach Walsh. Not financial advice. Report a correction · Methodology