McCalla Raymer Leibert Pierce 401(k) match, vesting and fees
What McCalla Raymer Leibert Pierce'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 | Great-West Life & Annuity Ins. Co | Schedule C ↗ |
| Independent auditor | Jason Underwood Cpa, PLLC (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
How the plan compares
Plan year 2024 medians for 1,287 defined-contribution plans in professional, scientific, and technical services with 500 to 999 participants.
| McCalla Raymer Leibert Pierce: employer contribution per participant | $1,402 | |
| Peer median | $2,600 |
| McCalla Raymer Leibert Pierce: average balance | $61,149 | |
| Peer median | $84,124 |
| McCalla Raymer Leibert Pierce: admin expenses ÷ assets | 0.03% | |
| Peer median | 0.17% |
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 $35.4M at the end of plan year 2021 to $41.5M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 888 | $41.5M | $952K | $1,402 | 0.03% | Not published | Form 5500 ↗ |
| 2023 | 919 | $35.7M | $1M | $1,601 | 0.02% | Not published | Form 5500 ↗ |
| 2022 | 841 | $28.9M | $782K | $1,341 | 0.04% | Not published | Form 5500 ↗ |
| 2021 | 692 | $35.4M | $672K | $1,255 | 0.05% | Not published | Form 5500 ↗ |
Common questions
Does McCalla Raymer Leibert Pierce match 401(k) contributions?
The match terms for the Mccalla Raymer Leibert Pierce, LLC 401(k) Plan have not been published from its filing yet. The plan year 2024 filing reports $952K in employer contributions, about $1,402 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the McCalla Raymer Leibert Pierce 401(k) match vested?
The vesting schedule for the Mccalla Raymer Leibert Pierce, LLC 401(k) Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the McCalla Raymer Leibert Pierce 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Great-West Life & Annuity Ins. Co. The plan administrator is Mccalla Raymer Leibert Pierce, LLC.
I left McCalla Raymer Leibert Pierce. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Mccalla Raymer Leibert Pierce, LLC, (770) 643-7369) or the recordkeeper, Great-West Life & Annuity Ins. Co. The McCalla Raymer Leibert Pierce old 401(k) page lists the contacts from every plan filing. Find an old McCalla Raymer Leibert Pierce 401(k)
Data from the public Form 5500 annual reports McCalla Raymer Leibert Pierce 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 McCalla Raymer Leibert Pierce. Not financial advice. Report a correction · Methodology