Miller Weisbrod Olesky 401(k) match, vesting and fees
What Miller Weisbrod Olesky'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 | John Hancock | Schedule C ↗ |
| Independent auditor | Weaver and Didwell, L.L.P. | 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.
| Miller Weisbrod Olesky: employer contribution per participant | $4,495 | |
| Peer median | $2,521 |
| Miller Weisbrod Olesky: average balance | $90,859 | |
| Peer median | $75,833 |
| Miller Weisbrod Olesky: admin expenses ÷ assets | 0.72% | |
| 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 were $11.6M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 142 | $11.6M | $575K | $4,495 | 0.72% | Not published | Form 5500 ↗ |
Common questions
Does Miller Weisbrod Olesky match 401(k) contributions?
The match terms for the Miller Weisbrod Olesky, LLP 401(k) Profit Sharing and Savings Plan have not been published from its filing yet. The plan year 2024 filing reports $575K in employer contributions, about $4,495 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Miller Weisbrod Olesky 401(k) match vested?
The vesting schedule for the Miller Weisbrod Olesky, LLP 401(k) Profit Sharing and Savings Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Miller Weisbrod Olesky 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is John Hancock. The plan administrator is Miller Weisbrod Olesky, LLP.
I left Miller Weisbrod Olesky. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Miller Weisbrod Olesky, LLP, (214) 987-0005) or the recordkeeper, John Hancock. The Miller Weisbrod Olesky old 401(k) page lists the contacts from every plan filing. Find an old Miller Weisbrod Olesky 401(k)
Data from the public Form 5500 annual reports Miller Weisbrod Olesky filed with the U.S. Department of Labor (plan years 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 Miller Weisbrod Olesky. Not financial advice. Report a correction · Methodology