McGregor Foundation 401(k) match, vesting and fees
What McGregor Foundation'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 | Schedule C ↗ |
| Independent auditor | Citrin Cooperman & Company, LLC (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
How the plan compares
Plan year 2024 medians for 7,678 defined-contribution plans in health care and social assistance with 100 to 499 participants.
| McGregor Foundation: employer contribution per participant | $1,204 | |
| Peer median | $1,468 |
| McGregor Foundation: average balance | $40,557 | |
| Peer median | $37,786 |
| McGregor Foundation: admin expenses ÷ assets | 0.88% | |
| Peer median | 0.39% |
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 $6M at the end of plan year 2021 to $8.2M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 550 | $8.2M | $244K | $1,204 | 0.88% | Not published | Form 5500 ↗ |
| 2023 | 469 | $6.2M | $225K | $1,142 | 0.94% | Not published | Form 5500 ↗ |
| 2022 | 509 | $5.5M | $219K | $1,134 | 1.00% | Not published | Form 5500 ↗ |
| 2021 | 514 | $6M | $199K | $997 | 0.90% | Not published | Form 5500 ↗ |
Other McGregor Foundation plans (1)
Each plan files its own Form 5500. Figures are from each plan's latest filing.
The A.M. Mcgregor Home Pension 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.
| Independent auditor | Hw&Co. (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | Pension (defined benefit) · Terminated (final filing) | Form 5500 ↗ |
Common questions
Does McGregor Foundation match 401(k) contributions?
The match terms for the The Mcgregor Retirement Savings Plan have not been published from its filing yet. The plan year 2024 filing reports $244K in employer contributions, about $1,204 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the McGregor Foundation 401(k) match vested?
The vesting schedule for the The Mcgregor Retirement Savings Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the McGregor Foundation 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is The Vanguard Group. The plan administrator is The Mcgregor Foundation.
I left McGregor Foundation. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (The Mcgregor Foundation, (216) 268-8670) or the recordkeeper, The Vanguard Group. The McGregor Foundation old 401(k) page lists the contacts from every plan filing. Find an old McGregor Foundation 401(k)
Data from the public Form 5500 annual reports McGregor Foundation 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 McGregor Foundation. Not financial advice. Report a correction · Methodology