Pettit Kohn Ingrassia Lutz & Dolin 401(k) match, vesting and fees
What Pettit Kohn Ingrassia Lutz & Dolin'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 | Oneamerica Retirement Services | Schedule C ↗ |
| Independent auditor | Cbiz Cpas P.C. (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.
| Pettit Kohn Ingrassia Lutz & Dolin: employer contribution per participant | $819 | |
| Peer median | $2,521 |
| Pettit Kohn Ingrassia Lutz & Dolin: average balance | $94,724 | |
| Peer median | $75,833 |
| Pettit Kohn Ingrassia Lutz & Dolin: admin expenses ÷ assets | 0.34% | |
| 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 $12.3M at the end of plan year 2021 to $15.3M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 176 | $15.3M | $133K | $819 | 0.34% | Not published | Form 5500 ↗ |
| 2023 | 160 | $13.1M | $116K | $773 | 0.35% | Not published | Form 5500 ↗ |
| 2022 | 152 | $10.7M | $108K | $760 | 0.34% | Not published | Form 5500 ↗ |
| 2021 | 134 | $12.3M | $98K | $759 | 0.33% | Not published | Form 5500 ↗ |
Common questions
Does Pettit Kohn Ingrassia Lutz & Dolin match 401(k) contributions?
The match terms for the Pettit Kohn Ingrassia Lutz & Dolin PC 401k Plan have not been published from its filing yet. The plan year 2024 filing reports $133K in employer contributions, about $819 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Pettit Kohn Ingrassia Lutz & Dolin 401(k) match vested?
The vesting schedule for the Pettit Kohn Ingrassia Lutz & Dolin PC 401k Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Pettit Kohn Ingrassia Lutz & Dolin 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Oneamerica Retirement Services. The plan administrator is Pettit Kohn Ingrassia Lutz & Dolin PC.
I left Pettit Kohn Ingrassia Lutz & Dolin. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Pettit Kohn Ingrassia Lutz & Dolin PC, (858) 755-8500) or the recordkeeper, Oneamerica Retirement Services. The Pettit Kohn Ingrassia Lutz & Dolin old 401(k) page lists the contacts from every plan filing. Find an old Pettit Kohn Ingrassia Lutz & Dolin 401(k)
Data from the public Form 5500 annual reports Pettit Kohn Ingrassia Lutz & Dolin 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 Pettit Kohn Ingrassia Lutz & Dolin. Not financial advice. Report a correction · Methodology