Partner Companies 401(k) match, vesting and fees
What Partner Companies' 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 | Transamerica Financial Life Ins Co | Schedule C ↗ |
| Independent auditor | Smith & Howard, PC (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 108 defined-contribution plans in management of companies and enterprises with 500 to 999 participants.
| Partner Companies: employer contribution per participant | $2,484 | |
| Peer median | $2,042 |
| Partner Companies: average balance | $52,524 | |
| Peer median | $78,282 |
| Partner Companies: admin expenses ÷ assets | 0.68% | |
| Peer median | 0.22% |
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 $24.6M at the end of plan year 2023 to $30M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 676 | $30M | $1.4M | $2,484 | 0.68% | Not published | Form 5500 ↗ |
| 2023 | 652 | $24.6M | $1.3M | $2,559 | 0.69% | Not published | Form 5500 ↗ |
Common questions
Does Partner Companies match 401(k) contributions?
The match terms for the The Partner Companies 401(k) Plan have not been published from its filing yet. The plan year 2024 filing reports $1.4M in employer contributions, about $2,484 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Partner Companies 401(k) match vested?
The vesting schedule for the The Partner Companies 401(k) Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Partner Companies 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Transamerica Financial Life Ins Co. The plan administrator is The Partner Companies LLC.
I left Partner Companies. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (The Partner Companies LLC, (925) 325-8040) or the recordkeeper, Transamerica Financial Life Ins Co. The Partner Companies old 401(k) page lists the contacts from every plan filing. Find an old Partner Companies 401(k)
Data from the public Form 5500 annual reports Partner Companies 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 Partner Companies. Not financial advice. Report a correction · Methodology