Pelli Clarke & Partners 401(k) match, vesting and fees
What Pelli Clarke & Partners' 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 | Great West Life & Annuity Insurance | Schedule C ↗ |
| Independent auditor | Citron Cooperman & Co LLP (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
How the plan compares
Plan year 2025 medians for 3,569 defined-contribution plans in professional, scientific, and technical services with 100 to 499 participants.
| Pelli Clarke & Partners: employer contribution per participant | $1,792 | |
| Peer median | $2,719 |
| Pelli Clarke & Partners: average balance | $370,230 | |
| Peer median | $85,424 |
| Pelli Clarke & Partners: admin expenses ÷ assets | 0.11% | |
| 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 $22.8M at the end of plan year 2021 to $42.9M at the end of plan year 2025.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2025 | 116 | $42.9M | $208K | $1,792 | 0.11% | Not published | Form 5500 ↗ |
| 2024 | 109 | $20.2M | $9,891 | $103 | 0.01% | Not published | Form 5500 ↗ |
| 2023 | 121 | $18.9M | — | — | <0.01% | Not published | Form 5500 ↗ |
| 2022 | 120 | $17.7M | — | — | <0.01% | Not published | Form 5500 ↗ |
| 2021 | 132 | $22.8M | — | — | <0.01% | Not published | Form 5500 ↗ |
Other Pelli Clarke & Partners plans (1)
Each plan files its own Form 5500. Figures are from each plan's latest filing.
Pelli Clarke & Partners Profit Sharing 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 | Citron Cooperman & Co LLP (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | Profit-sharing · Terminated (final filing) | Form 5500 ↗ |
Common questions
Does Pelli Clarke & Partners match 401(k) contributions?
The match terms for the Pelli Clarke & Partners Section 401(k) Plan have not been published from its filing yet. The plan year 2025 filing reports $208K in employer contributions, about $1,792 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Pelli Clarke & Partners 401(k) match vested?
The vesting schedule for the Pelli Clarke & Partners Section 401(k) Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Pelli Clarke & Partners 401(k)?
The recordkeeper listed on Schedule C of the plan year 2025 filing is Great West Life & Annuity Insurance. The plan administrator is Pelli Clarke & Partners.
I left Pelli Clarke & Partners. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Pelli Clarke & Partners, (203) 777-2515) or the recordkeeper, Great West Life & Annuity Insurance. The Pelli Clarke & Partners old 401(k) page lists the contacts from every plan filing. Find an old Pelli Clarke & Partners 401(k)
Data from the public Form 5500 annual reports Pelli Clarke & Partners filed with the U.S. Department of Labor (plan years 2021 and 2022 and 2023 and 2024 and 2025) 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 Pelli Clarke & Partners. Not financial advice. Report a correction · Methodology