Murtha Cullina 401(k) match, vesting and fees
What Murtha Cullina'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 | 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 9,213 defined-contribution plans in professional, scientific, and technical services with 100 to 499 participants.
| Murtha Cullina: employer contribution per participant | $2,585 | |
| Peer median | $2,521 |
| Murtha Cullina: average balance | $455,911 | |
| Peer median | $75,833 |
| Murtha Cullina: admin expenses ÷ assets | 0.11% | |
| 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 $128M at the end of plan year 2021 to $115M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 252 | $115M | $651K | $2,585 | 0.11% | Not published | Form 5500 ↗ |
| 2023 | 261 | $108M | $728K | $2,789 | 0.11% | Not published | Form 5500 ↗ |
| 2022 | 279 | $97.8M | $1.6M | $5,767 | 0.14% | Not published | Form 5500 ↗ |
| 2021 | 278 | $128M | $1.6M | $5,924 | 0.18% | Not published | Form 5500 ↗ |
Common questions
Does Murtha Cullina match 401(k) contributions?
The match terms for the Murtha Cullina LLP Profit Sharing Retirement Plan have not been published from its filing yet. The plan year 2024 filing reports $651K in employer contributions, about $2,585 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Murtha Cullina 401(k) match vested?
The vesting schedule for the Murtha Cullina LLP Profit Sharing Retirement Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Murtha Cullina 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Fidelity Investments Institutional. The plan administrator is Murtha Cullina LLP.
I left Murtha Cullina. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Murtha Cullina LLP, (860) 240-6000) or the recordkeeper, Fidelity Investments Institutional. The Murtha Cullina old 401(k) page lists the contacts from every plan filing. Find an old Murtha Cullina 401(k)
Data from the public Form 5500 annual reports Murtha Cullina 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 Murtha Cullina. Not financial advice. Report a correction · Methodology