Pkfod Management 401(k) match, vesting and fees
What Pkfod Management'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 | Transamerica Retirement Solutions | Schedule C ↗ |
| Independent auditor | Forvis Mazars, 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 266 defined-contribution plans in professional, scientific, and technical services with 1,000 to 4,999 participants.
| Pkfod Management: employer contribution per participant | $4,727 | |
| Peer median | $2,664 |
| Pkfod Management: average balance | $213,213 | |
| Peer median | $119,448 |
| Pkfod Management: admin expenses ÷ assets | 0.19% | |
| Peer median | 0.09% |
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 $336M at the end of plan year 2024 to $369M at the end of plan year 2025.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2025 | 1,814 | $369M | $8.2M | $4,727 | 0.19% | Not published | Form 5500 ↗ |
| 2024 | 2,086 | $336M | $6.9M | $3,897 | 0.23% | Not published | Form 5500 ↗ |
Common questions
Does Pkfod Management match 401(k) contributions?
The match terms for the Pkf O'Connor Davies 401(k) Savings & Retirement Plan have not been published from its filing yet. The plan year 2025 filing reports $8.2M in employer contributions, about $4,727 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Pkfod Management 401(k) match vested?
The vesting schedule for the Pkf O'Connor Davies 401(k) Savings & Retirement Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Pkfod Management 401(k)?
The recordkeeper listed on Schedule C of the plan year 2025 filing is Transamerica Retirement Solutions. The plan administrator is Compass 360, LLC.
I left Pkfod Management. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Compass 360, LLC, (603) 778-9920) or the recordkeeper, Transamerica Retirement Solutions. The Pkfod Management old 401(k) page lists the contacts from every plan filing. Find an old Pkfod Management 401(k)
Data from the public Form 5500 annual reports Pkfod Management 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 Pkfod Management. Not financial advice. Report a correction · Methodology