Ogletree, Deakins, Nash, Smoak & Stewart 401(k) match, vesting and fees
What Ogletree, Deakins, Nash, Smoak & Stewart'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 | Elliott Davis LLC (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
| Late participant contributions | Reported on the filing | Schedule H ↗ |
How the plan compares
Plan year 2024 medians for 1,088 defined-contribution plans in professional, scientific, and technical services with 1,000 to 4,999 participants.
| Ogletree, Deakins, Nash, Smoak & Stewart: employer contribution per participant | $762 | |
| Peer median | $2,553 |
| Ogletree, Deakins, Nash, Smoak & Stewart: average balance | $145,299 | |
| Peer median | $100,158 |
| Ogletree, Deakins, Nash, Smoak & Stewart: admin expenses ÷ assets | 0.05% | |
| Peer median | 0.11% |
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 $342M at the end of plan year 2023 to $398M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 3,227 | $398M | $2.1M | $762 | 0.05% | Not published | Form 5500 ↗ |
| 2023 | 3,205 | $342M | $2.1M | $781 | 0.06% | Not published | Form 5500 ↗ |
Other Ogletree, Deakins, Nash, Smoak & Stewart plans (1)
Each plan files its own Form 5500. Figures are from each plan's latest filing.
Profit-Sharing Plan of Ogletree, Deakins, Nash, Smoak & Stewart
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 | Elliott Davis LLC (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | Profit-sharing · Active | Form 5500 ↗ |
| Late participant contributions | Reported on the filing | Schedule H ↗ |
Common questions
Does Ogletree, Deakins, Nash, Smoak & Stewart match 401(k) contributions?
The match terms for the Ogletree, Deakins, Nash, Smoak & Stewart 401(k) Savings Plan have not been published from its filing yet. The plan year 2024 filing reports $2.1M in employer contributions, about $762 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Ogletree, Deakins, Nash, Smoak & Stewart 401(k) match vested?
The vesting schedule for the Ogletree, Deakins, Nash, Smoak & Stewart 401(k) Savings Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Ogletree, Deakins, Nash, Smoak & Stewart 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Fidelity Investments Institutional. The plan administrator is Ogletree, Deakins, Nash, Smoak & Stewart.
I left Ogletree, Deakins, Nash, Smoak & Stewart. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Ogletree, Deakins, Nash, Smoak & Stewart, (864) 241-1900) or the recordkeeper, Fidelity Investments Institutional. The Ogletree, Deakins, Nash, Smoak & Stewart old 401(k) page lists the contacts from every plan filing. Find an old Ogletree, Deakins, Nash, Smoak & Stewart 401(k)
Data from the public Form 5500 annual reports Ogletree, Deakins, Nash, Smoak & Stewart filed with the U.S. Department of Labor (plan years 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 Ogletree, Deakins, Nash, Smoak & Stewart. Not financial advice. Report a correction · Methodology