Pashman & Stein 401(k) match, vesting and fees
What Pashman & Stein'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 | Raymond James | 2023 Schedule C ↗ |
| Independent auditor | Eisneramper 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.
Plan history
Plan assets went from $17.5M at the end of plan year 2021 to $22.5M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 129 | $22.5M | $441K | $3,583 | 0.11% | Not published | Form 5500 ↗ |
| 2023 | 136 | $19.6M | — | — | 0.23% | Not published | Form 5500 ↗ |
| 2022 | 124 | $15.5M | — | — | 0.36% | Not published | 5500-SF ↗ |
| 2021 | 115 | $17.5M | — | — | 0.23% | Not published | 5500-SF ↗ |
Common questions
Does Pashman & Stein match 401(k) contributions?
The match terms for the Pashman Stein 401(k) Plan have not been published from its filing yet. The plan year 2024 filing reports $441K in employer contributions, about $3,583 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Pashman & Stein 401(k) match vested?
The vesting schedule for the Pashman Stein 401(k) Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Pashman & Stein 401(k)?
The recordkeeper listed on Schedule C of the plan year 2023 filing is Raymond James. The plan administrator is Pashman & Stein, PC.
I left Pashman & Stein. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Pashman & Stein, PC, (201) 422-8200) or the recordkeeper, Raymond James. The Pashman & Stein old 401(k) page lists the contacts from every plan filing. Find an old Pashman & Stein 401(k)
Data from the public Form 5500 annual reports Pashman & Stein 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 Pashman & Stein. Not financial advice. Report a correction · Methodology