Passero Associates, DPC 401(k) match, vesting and fees
What Passero Associates, DPC'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 | Schedule C ↗ |
| Independent auditor | Bonadio & Co, 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 9,213 defined-contribution plans in professional, scientific, and technical services with 100 to 499 participants.
| Passero Associates, DPC: employer contribution per participant | $2,574 | |
| Peer median | $2,521 |
| Passero Associates, DPC: average balance | $95,284 | |
| Peer median | $75,833 |
| Passero Associates, DPC: admin expenses ÷ assets | 0.23% | |
| 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 $15.3M at the end of plan year 2021 to $19.4M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 206 | $19.4M | $525K | $2,574 | 0.23% | Not published | Form 5500 ↗ |
| 2023 | 183 | $17.3M | $511K | $2,795 | 0.25% | Not published | Form 5500 ↗ |
| 2022 | 161 | $13.7M | $421K | $2,614 | 0.31% | Not published | Form 5500 ↗ |
| 2021 | 134 | $15.3M | $350K | $2,611 | 0.32% | Not published | 5500-SF ↗ |
Common questions
Does Passero Associates, DPC match 401(k) contributions?
The match terms for the Passero Associates, P.C. Mutual Savings Plan have not been published from its filing yet. The plan year 2024 filing reports $525K in employer contributions, about $2,574 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Passero Associates, DPC 401(k) match vested?
The vesting schedule for the Passero Associates, P.C. Mutual Savings Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Passero Associates, DPC 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Fidelity Investments. The plan administrator is Passero Associates, Dpc.
I left Passero Associates, DPC. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Passero Associates, Dpc, (585) 325-1000) or the recordkeeper, Fidelity Investments. The Passero Associates, DPC old 401(k) page lists the contacts from every plan filing. Find an old Passero Associates, DPC 401(k)
Data from the public Form 5500 annual reports Passero Associates, DPC 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 Passero Associates, DPC. Not financial advice. Report a correction · Methodology