Pachulski Stang Ziehl & Jones 401(k) match, vesting and fees
What Pachulski Stang Ziehl & Jones' 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 | Charles Schwab & Co., Inc | 2023 Schedule C ↗ |
| Independent auditor | Pension Assurance LLP (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
The recordkeeper is from the plan year 2023 filing, the latest that names one. The other rows are from the plan year 2024 filing.
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.
| Pachulski Stang Ziehl & Jones: employer contribution per participant | $15,354 | |
| Peer median | $2,521 |
| Pachulski Stang Ziehl & Jones: average balance | $1,074,051 | |
| Peer median | $75,833 |
| Pachulski Stang Ziehl & Jones: admin expenses ÷ assets | 0.07% | |
| 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 $126M at the end of plan year 2021 to $148M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 140 | $148M | $2.1M | $15,354 | 0.07% | Not published | Form 5500 ↗ |
| 2023 | 132 | $127M | $2M | $15,053 | <0.01% | Not published | Form 5500 ↗ |
| 2022 | 136 | $104M | $1.8M | $13,572 | 0.01% | Not published | Form 5500 ↗ |
| 2021 | 156 | $126M | $1.8M | $13,315 | <0.01% | Not published | Form 5500 ↗ |
Other Pachulski Stang Ziehl & Jones plans (1)
Each plan files its own Form 5500. Figures are from each plan's latest filing.
Pachulski Stang Ziehl & Jones LLP 401(k) 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.
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
Common questions
Does Pachulski Stang Ziehl & Jones match 401(k) contributions?
The match terms for the Pachulski Stang Ziehl & Jones LLP Profit Sharing Plan have not been published from its filing yet. The plan year 2024 filing reports $2.1M in employer contributions, about $15,354 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Pachulski Stang Ziehl & Jones 401(k) match vested?
The vesting schedule for the Pachulski Stang Ziehl & Jones LLP Profit Sharing Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Pachulski Stang Ziehl & Jones 401(k)?
The recordkeeper listed on Schedule C of the plan year 2023 filing is Charles Schwab & Co., Inc. The plan administrator is Pachulski Stang Ziehl & Jones LLP.
I left Pachulski Stang Ziehl & Jones. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Pachulski Stang Ziehl & Jones LLP, (310) 277-6910) or the recordkeeper, Charles Schwab & Co., Inc. The Pachulski Stang Ziehl & Jones old 401(k) page lists the contacts from every plan filing. Find an old Pachulski Stang Ziehl & Jones 401(k)
Data from the public Form 5500 annual reports Pachulski Stang Ziehl & Jones 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 Pachulski Stang Ziehl & Jones. Not financial advice. Report a correction · Methodology