Pierson Ferdinand 401(k) match, vesting and fees
What Pierson Ferdinand'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 | The Vanguard Group, Inc. | Schedule C ↗ |
| Independent auditor | Bonadio & Co LLP (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
| Late participant contributions | Reported on the filing | Schedule H ↗ |
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.
| Pierson Ferdinand: employer contribution per participant | $5,575 | |
| Peer median | $2,719 |
| Pierson Ferdinand: average balance | $87,250 | |
| Peer median | $85,424 |
| Pierson Ferdinand: admin expenses ÷ assets | 0.16% | |
| 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 $14.7M at the end of plan year 2024 to $23.7M at the end of plan year 2025.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2025 | 322 | $23.7M | $1.5M | $5,575 | 0.16% | Not published | Form 5500 ↗ |
| 2024 | 235 | $14.7M | $907K | $4,801 | 0.13% | Not published | Form 5500 ↗ |
Common questions
Does Pierson Ferdinand match 401(k) contributions?
The match terms for the Pierson Ferdinand LLP 401(k) Plan have not been published from its filing yet. The plan year 2025 filing reports $1.5M in employer contributions, about $5,575 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Pierson Ferdinand 401(k) match vested?
The vesting schedule for the Pierson Ferdinand LLP 401(k) Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Pierson Ferdinand 401(k)?
The recordkeeper listed on Schedule C of the plan year 2025 filing is The Vanguard Group, Inc.. The plan administrator is Pierson Ferdinand LLP.
I left Pierson Ferdinand. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Pierson Ferdinand LLP, (312) 877-3637) or the recordkeeper, The Vanguard Group, Inc.. The Pierson Ferdinand old 401(k) page lists the contacts from every plan filing. Find an old Pierson Ferdinand 401(k)
Data from the public Form 5500 annual reports Pierson Ferdinand filed with the U.S. Department of Labor (plan years 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 Pierson Ferdinand. Not financial advice. Report a correction · Methodology