Poyner Spruill 401(k) match, vesting and fees
What Poyner Spruill'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, in | Schedule C ↗ |
| Independent auditor | Elliott Group, Cpas LLC (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.
| Poyner Spruill: employer contribution per participant | $3,843 | |
| Peer median | $2,521 |
| Poyner Spruill: average balance | $309,279 | |
| Peer median | $75,833 |
| Poyner Spruill: admin expenses ÷ assets | 0.17% | |
| 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 $71.3M at the end of plan year 2021 to $71.8M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 244 | $71.8M | $892K | $3,843 | 0.17% | Not published | Form 5500 ↗ |
| 2023 | 241 | $65.3M | $817K | $3,666 | 0.18% | Not published | Form 5500 ↗ |
| 2022 | 237 | $59.3M | $761K | $3,412 | 0.17% | Not published | Form 5500 ↗ |
| 2021 | 229 | $71.3M | $733K | $3,330 | 0.18% | Not published | Form 5500 ↗ |
Other Poyner Spruill plans (1)
Each plan files its own Form 5500. Figures are from each plan's latest filing.
Poyner Spruill LLP 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 | Pension (defined benefit) · Terminated (final filing) | Form 5500 ↗ |
Common questions
Does Poyner Spruill match 401(k) contributions?
The match terms for the Poyner Spruill LLP Savings and Retirement Plan have not been published from its filing yet. The plan year 2024 filing reports $892K in employer contributions, about $3,843 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Poyner Spruill 401(k) match vested?
The vesting schedule for the Poyner Spruill LLP Savings and Retirement Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Poyner Spruill 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Schwab Retirement Plan Services, in. The plan administrator is Poyner Spruill LLP.
I left Poyner Spruill. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Poyner Spruill LLP, (919) 783-2964) or the recordkeeper, Schwab Retirement Plan Services, in. The Poyner Spruill old 401(k) page lists the contacts from every plan filing. Find an old Poyner Spruill 401(k)
Data from the public Form 5500 annual reports Poyner Spruill 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 Poyner Spruill. Not financial advice. Report a correction · Methodology