McGlinchey Stafford 401(k) match, vesting and fees
What McGlinchey Stafford'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 | Schwab Retirement Plan Services,inc | Schedule C ↗ |
| Independent auditor | Eisneramper 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 9,213 defined-contribution plans in professional, scientific, and technical services with 100 to 499 participants.
| McGlinchey Stafford: employer contribution per participant | $2,325 | |
| Peer median | $2,521 |
| McGlinchey Stafford: average balance | $302,811 | |
| Peer median | $75,833 |
| McGlinchey Stafford: admin expenses ÷ assets | 0.05% | |
| 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 $156M at the end of plan year 2021 to $122M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 412 | $122M | $934K | $2,325 | 0.05% | Not published | Form 5500 ↗ |
| 2023 | 415 | $133M | $910K | $2,259 | 0.05% | Not published | Form 5500 ↗ |
| 2022 | 377 | $121M | $813K | $2,234 | 0.05% | Not published | Form 5500 ↗ |
| 2021 | 360 | $156M | $865K | $2,437 | 0.05% | Not published | Form 5500 ↗ |
Other McGlinchey Stafford plans (1)
Each plan files its own Form 5500. Figures are from each plan's latest filing.
Mcglinchey Stafford Associates' 401(k) Profit Sharing 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 | 401(k) · Active | Form 5500 ↗ |
Common questions
Does McGlinchey Stafford match 401(k) contributions?
The match terms for the Mcglinchey Stafford, PLLC Retirement Savings Plan have not been published from its filing yet. The plan year 2024 filing reports $934K in employer contributions, about $2,325 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the McGlinchey Stafford 401(k) match vested?
The vesting schedule for the Mcglinchey Stafford, PLLC Retirement Savings Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the McGlinchey Stafford 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Schwab Retirement Plan Services,inc. The plan administrator is Mcglinchey Stafford, PLLC.
I left McGlinchey Stafford. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Mcglinchey Stafford, PLLC, (504) 586-1200) or the recordkeeper, Schwab Retirement Plan Services,inc. The McGlinchey Stafford old 401(k) page lists the contacts from every plan filing. Find an old McGlinchey Stafford 401(k)
Data from the public Form 5500 annual reports McGlinchey Stafford 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 McGlinchey Stafford. Not financial advice. Report a correction · Methodology