P & M Holding Group 401(k) match, vesting and fees
What P & M Holding Group'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 | Schwab Retirement Plan Services,inc | Schedule C ↗ |
| Independent auditor | Baker Tilly US, 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 1,087 defined-contribution plans in professional, scientific, and technical services with 1,000 to 4,999 participants.
| P & M Holding Group: employer contribution per participant | $2,650 | |
| Peer median | $2,556 |
| P & M Holding Group: average balance | $149,795 | |
| Peer median | $100,166 |
| P & M Holding Group: 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 $495M at the end of plan year 2021 to $747M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 5,207 | $747M | $13.2M | $2,650 | 0.05% | Not published | Form 5500 ↗ |
| 2023 | 5,239 | $655M | $12.4M | $2,491 | 0.05% | Not published | Form 5500 ↗ |
| 2022 | 5,019 | $565M | $11M | $2,327 | 0.06% | Not published | Form 5500 ↗ |
| 2021 | 4,754 | $495M | $9.9M | $2,177 | 0.05% | Not published | Form 5500 ↗ |
Other P & M Holding Group plans (2)
Each plan files its own Form 5500. Figures are from each plan's latest filing.
P & M Holding Group, LLP & Affiliated Entities Pension 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 | Schwab Retirement Plan Services,inc | Schedule C ↗ |
| Independent auditor | Baker Tilly US, LLP (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | Retirement · Active | Form 5500 ↗ |
P&M Holding Group, LLP Cash Balance 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.
| Independent auditor | Baker Tilly US, LLP (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | Pension (defined benefit) · Active | Form 5500 ↗ |
Common questions
Does P & M Holding Group match 401(k) contributions?
The match terms for the P & M Holding Group, LLP & Affiliated Entities Tax Savings Plan have not been published from its filing yet. The plan year 2024 filing reports $13.2M in employer contributions, about $2,650 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the P & M Holding Group 401(k) match vested?
The vesting schedule for the P & M Holding Group, LLP & Affiliated Entities Tax Savings Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the P & M Holding Group 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Schwab Retirement Plan Services,inc. The plan administrator is P & M Holding Group, LLP.
I left P & M Holding Group. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (P & M Holding Group, LLP, (248) 352-2500) or the recordkeeper, Schwab Retirement Plan Services,inc. The P & M Holding Group old 401(k) page lists the contacts from every plan filing. Find an old P & M Holding Group 401(k)
Data from the public Form 5500 annual reports P & M Holding Group 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 P & M Holding Group. Not financial advice. Report a correction · Methodology