Phillips Lytle 401(k) match, vesting and fees
What Phillips Lytle'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 | Schwab Retirement Plan Services,inc | Schedule C ↗ |
| Independent auditor | Dopkins & Company,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.
| Phillips Lytle: employer contribution per participant | $14,837 | |
| Peer median | $2,521 |
| Phillips Lytle: average balance | $547,581 | |
| Peer median | $75,833 |
| Phillips Lytle: admin expenses ÷ assets | 0.04% | |
| 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 $208M at the end of plan year 2021 to $181M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 343 | $181M | $4.9M | $14,837 | 0.04% | Not published | Form 5500 ↗ |
| 2023 | 347 | $171M | $5M | $14,389 | 0.02% | Not published | Form 5500 ↗ |
| 2022 | 360 | $163M | $4.6M | $12,987 | 0.02% | Not published | Form 5500 ↗ |
| 2021 | 363 | $208M | $4.3M | $11,819 | 0.02% | Not published | Form 5500 ↗ |
Other Phillips Lytle plans (1)
Each plan files its own Form 5500. Figures are from each plan's latest filing.
Phillips Lytle LLP Associate Retirement 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.
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
Common questions
Does Phillips Lytle match 401(k) contributions?
The match terms for the Phillips Lytle LLP Retirement Plan have not been published from its filing yet. The plan year 2024 filing reports $4.9M in employer contributions, about $14,837 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Phillips Lytle 401(k) match vested?
The vesting schedule for the Phillips Lytle LLP Retirement Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Phillips Lytle 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Schwab Retirement Plan Services,inc. The plan administrator is Phillips Lytle LLP.
I left Phillips Lytle. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Phillips Lytle LLP, (716) 847-8400) or the recordkeeper, Schwab Retirement Plan Services,inc. The Phillips Lytle old 401(k) page lists the contacts from every plan filing. Find an old Phillips Lytle 401(k)
Data from the public Form 5500 annual reports Phillips Lytle 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 Phillips Lytle. Not financial advice. Report a correction · Methodology