McCormack Baron Salazar 401(k) match, vesting and fees
What McCormack Baron Salazar'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 | Fidelity Investments Institutional | Schedule C ↗ |
| Independent auditor | Rubinbrown, 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 228 defined-contribution plans in real estate and rental and leasing with 500 to 999 participants.
| McCormack Baron Salazar: employer contribution per participant | $970 | |
| Peer median | $1,449 |
| McCormack Baron Salazar: average balance | $41,310 | |
| Peer median | $44,821 |
| McCormack Baron Salazar: admin expenses ÷ assets | 0.34% | |
| Peer median | 0.36% |
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 $34.1M at the end of plan year 2021 to $32.5M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 962 | $32.5M | $763K | $970 | 0.34% | Not published | Form 5500 ↗ |
| 2023 | 647 | $30.4M | $792K | $1,268 | 0.33% | Not published | Form 5500 ↗ |
| 2022 | 662 | $27M | $757K | $1,347 | 0.40% | Not published | Form 5500 ↗ |
| 2021 | 478 | $34.1M | $869K | $1,869 | 0.41% | Not published | Form 5500 ↗ |
Other McCormack Baron Salazar plans (1)
Each plan files its own Form 5500. Figures are from each plan's latest filing.
Mccormack Baron 401k 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.
| Plan type and status | Profit-sharing · Active | Form 5500 ↗ |
Common questions
Does McCormack Baron Salazar match 401(k) contributions?
The match terms for the Mccormack Baron 401(k) Plan have not been published from its filing yet. The plan year 2024 filing reports $763K in employer contributions, about $970 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the McCormack Baron Salazar 401(k) match vested?
The vesting schedule for the Mccormack Baron 401(k) Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the McCormack Baron Salazar 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Fidelity Investments Institutional. The plan administrator is Mccormack Baron Salazar, Inc..
I left McCormack Baron Salazar. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Mccormack Baron Salazar, Inc., (314) 621-3400) or the recordkeeper, Fidelity Investments Institutional. The McCormack Baron Salazar old 401(k) page lists the contacts from every plan filing. Find an old McCormack Baron Salazar 401(k)
Data from the public Form 5500 annual reports McCormack Baron Salazar 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 McCormack Baron Salazar. Not financial advice. Report a correction · Methodology