Neil Patel Digital 401(k) match, vesting and fees
What Neil Patel Digital'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, Inc. | Schedule C ↗ |
| Independent auditor | Pricekubecka, PLLC (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.
| Neil Patel Digital: employer contribution per participant | $2,021 | |
| Peer median | $2,521 |
| Neil Patel Digital: average balance | $38,367 | |
| Peer median | $75,833 |
| Neil Patel Digital: admin expenses ÷ assets | 0.42% | |
| 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 $5.8M at the end of plan year 2021 to $13.6M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 407 | $13.6M | $717K | $2,021 | 0.42% | Not published | Form 5500 ↗ |
| 2023 | 412 | $10.3M | $682K | $2,013 | 0.45% | Not published | Form 5500 ↗ |
| 2022 | 442 | $8M | $702K | $1,962 | 0.46% | Not published | Form 5500 ↗ |
| 2021 | 297 | $5.8M | $378K | $1,741 | 0.35% | Not published | Form 5500 ↗ |
Common questions
Does Neil Patel Digital match 401(k) contributions?
The match terms for the Neil Patel Digital 401(k) Plan have not been published from its filing yet. The plan year 2024 filing reports $717K in employer contributions, about $2,021 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Neil Patel Digital 401(k) match vested?
The vesting schedule for the Neil Patel Digital 401(k) Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Neil Patel Digital 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is The Vanguard Group, Inc.. The plan administrator is Neil Patel Digital.
I left Neil Patel Digital. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Neil Patel Digital, (202) 300-6383) or the recordkeeper, The Vanguard Group, Inc.. The Neil Patel Digital old 401(k) page lists the contacts from every plan filing. Find an old Neil Patel Digital 401(k)
Data from the public Form 5500 annual reports Neil Patel Digital 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 Neil Patel Digital. Not financial advice. Report a correction · Methodology