Million Dollar Round Table 401(k) match, vesting and fees
What Million Dollar Round Table'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 | Empower Annuity Insurance Company | Schedule C ↗ |
| Independent auditor | Cliftonlarsonallen 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 2,561 defined-contribution plans in other services with 100 to 499 participants.
| Million Dollar Round Table: employer contribution per participant | $2,074 | |
| Peer median | $1,803 |
| Million Dollar Round Table: average balance | $136,775 | |
| Peer median | $48,934 |
| Million Dollar Round Table: admin expenses ÷ assets | 0.36% | |
| Peer median | 0.31% |
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 $19.4M at the end of plan year 2021 to $22.2M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 178 | $22.2M | $336K | $2,074 | 0.36% | Not published | Form 5500 ↗ |
| 2023 | 177 | $19.5M | $284K | $1,756 | 0.35% | Not published | Form 5500 ↗ |
| 2022 | 156 | $17.1M | $267K | $1,880 | 0.48% | Not published | Form 5500 ↗ |
| 2021 | 147 | $19.4M | $261K | $1,949 | 0.48% | Not published | Form 5500 ↗ |
Other Million Dollar Round Table plans (1)
Each plan files its own Form 5500. Figures are from each plan's latest filing.
Million Dollar Round Table Retirement 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.
| Recordkeeper | Principal Life Insurance Company | Schedule C ↗ |
| Independent auditor | Cliftonlarsonallen LLP (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | Pension (defined benefit) · Active | Form 5500 ↗ |
Common questions
Does Million Dollar Round Table match 401(k) contributions?
The match terms for the Million Dollar Round Table 401(k) Thrift Plan have not been published from its filing yet. The plan year 2024 filing reports $336K in employer contributions, about $2,074 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Million Dollar Round Table 401(k) match vested?
The vesting schedule for the Million Dollar Round Table 401(k) Thrift Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Million Dollar Round Table 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Empower Annuity Insurance Company. The plan administrator is Million Dollar Round Table.
I left Million Dollar Round Table. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Million Dollar Round Table, (847) 993-4926) or the recordkeeper, Empower Annuity Insurance Company. The Million Dollar Round Table old 401(k) page lists the contacts from every plan filing. Find an old Million Dollar Round Table 401(k)
Data from the public Form 5500 annual reports Million Dollar Round Table 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 Million Dollar Round Table. Not financial advice. Report a correction · Methodology