Orchard, Hiltz and McCliment 401(k) match, vesting and fees
What Orchard, Hiltz and McCliment'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 | Uhy 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 1,287 defined-contribution plans in professional, scientific, and technical services with 500 to 999 participants.
| Orchard, Hiltz and McCliment: employer contribution per participant | $4,377 | |
| Peer median | $2,600 |
| Orchard, Hiltz and McCliment: average balance | $148,520 | |
| Peer median | $84,124 |
| Orchard, Hiltz and McCliment: admin expenses ÷ assets | 0.03% | |
| Peer median | 0.17% |
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 $96.6M at the end of plan year 2021 to $131M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 906 | $131M | $3.9M | $4,377 | 0.03% | Not published | Form 5500 ↗ |
| 2023 | 794 | $109M | $3.3M | $4,171 | 0.03% | Not published | Form 5500 ↗ |
| 2022 | 752 | $84.6M | $2.7M | $3,623 | 0.03% | Not published | Form 5500 ↗ |
| 2021 | 712 | $96.6M | $2.7M | $3,963 | 0.02% | Not published | Form 5500 ↗ |
Common questions
Does Orchard, Hiltz and McCliment match 401(k) contributions?
The match terms for the Orchard, Hiltz & Mccliment Profit Sharing/401(K) Plan have not been published from its filing yet. The plan year 2024 filing reports $3.9M in employer contributions, about $4,377 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Orchard, Hiltz and McCliment 401(k) match vested?
The vesting schedule for the Orchard, Hiltz & Mccliment Profit Sharing/401(K) Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Orchard, Hiltz and McCliment 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Fidelity Investments Institutional. The plan administrator is Orchard, Hiltz and Mccliment, Inc..
I left Orchard, Hiltz and McCliment. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Orchard, Hiltz and Mccliment, Inc., (734) 522-6711) or the recordkeeper, Fidelity Investments Institutional. The Orchard, Hiltz and McCliment old 401(k) page lists the contacts from every plan filing. Find an old Orchard, Hiltz and McCliment 401(k)
Data from the public Form 5500 annual reports Orchard, Hiltz and McCliment 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 Orchard, Hiltz and McCliment. Not financial advice. Report a correction · Methodology