Pyramid Advisors Limited Partnership 401(k) match, vesting and fees
What Pyramid Advisors Limited Partnership'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 | Fidelity Investments Institutional | Schedule C ↗ |
| Independent auditor | Caron & Bletzer, PLLC (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
How the plan compares
Plan year 2024 medians for 22 defined-contribution plans in accommodation and food services with 5,000 to 9,999 participants.
| Pyramid Advisors Limited Partnership: employer contribution per participant | $1,367 | |
| Peer median | $1,179 |
| Pyramid Advisors Limited Partnership: average balance | $36,664 | |
| Peer median | $39,396 |
| Pyramid Advisors Limited Partnership: admin expenses ÷ assets | 0.21% | |
| Peer median | 0.21% |
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 $203M at the end of plan year 2023 to $247M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 23,382 | $247M | $9.2M | $1,367 | 0.21% | Not published | Form 5500 ↗ |
| 2023 | 16,315 | $203M | $5.7M | $1,025 | 0.25% | Not published | Form 5500 ↗ |
Common questions
Does Pyramid Advisors Limited Partnership match 401(k) contributions?
The match terms for the Pyramid Advisors 401(k) Plan have not been published from its filing yet. The plan year 2024 filing reports $9.2M in employer contributions, about $1,367 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Pyramid Advisors Limited Partnership 401(k) match vested?
The vesting schedule for the Pyramid Advisors 401(k) Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Pyramid Advisors Limited Partnership 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Fidelity Investments Institutional. The plan administrator is Pyramid Advisors Limited Partnership.
I left Pyramid Advisors Limited Partnership. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Pyramid Advisors Limited Partnership, (617) 412-2800) or the recordkeeper, Fidelity Investments Institutional. The Pyramid Advisors Limited Partnership old 401(k) page lists the contacts from every plan filing. Find an old Pyramid Advisors Limited Partnership 401(k)
Data from the public Form 5500 annual reports Pyramid Advisors Limited Partnership filed with the U.S. Department of Labor (plan years 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 Pyramid Advisors Limited Partnership. Not financial advice. Report a correction · Methodology