Planning Design Research 401(k) match, vesting and fees
What Planning Design Research'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 | Newport Group, Inc. | Schedule C ↗ |
| Independent auditor | Weinstein Spira (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 146,150 defined-contribution plans in professional, scientific, and technical services with fewer than 100 participants.
| Planning Design Research: employer contribution per participant | $927 | |
| Peer median | $2,267 |
| Planning Design Research: average balance | $162,632 | |
| Peer median | $64,582 |
| Planning Design Research: admin expenses ÷ assets | 0.15% | |
| Peer median | 0.39% |
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 $15.8M at the end of plan year 2021 to $14.5M at the end of plan year 2025.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2025 | 89 | $14.5M | $83K | $927 | 0.15% | Not published | Form 5500 ↗ |
| 2024 | 102 | $13.8M | $128K | $1,271 | 0.07% | Not published | Form 5500 ↗ |
| 2023 | 107 | $13.4M | $137K | $1,276 | 0.08% | Not published | Form 5500 ↗ |
| 2022 | 126 | $13.5M | $171K | $1,356 | 0.07% | Not published | Form 5500 ↗ |
| 2021 | 120 | $15.8M | $183K | $1,541 | 0.10% | Not published | Form 5500 ↗ |
Common questions
Does Planning Design Research match 401(k) contributions?
The match terms for the Pdr 401(k) Plan have not been published from its filing yet. The plan year 2025 filing reports $83K in employer contributions, about $927 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Planning Design Research 401(k) match vested?
The vesting schedule for the Pdr 401(k) Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Planning Design Research 401(k)?
The recordkeeper listed on Schedule C of the plan year 2025 filing is Newport Group, Inc.. The plan administrator is Planning Design Research Corp..
I left Planning Design Research. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Planning Design Research Corp., (713) 739-9050) or the recordkeeper, Newport Group, Inc.. The Planning Design Research old 401(k) page lists the contacts from every plan filing. Find an old Planning Design Research 401(k)
Data from the public Form 5500 annual reports Planning Design Research 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 Planning Design Research. Not financial advice. Report a correction · Methodology