Reinhart Boerner Van Deuren, S.C. 401(k) match, vesting and fees
What Reinhart Boerner Van Deuren, S.C.'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 | Cliftonlarsonallen LLP (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
How the plan compares
Plan year 2024 medians for 1,287 defined-contribution plans in professional, scientific, and technical services with 500 to 999 participants.
| Reinhart Boerner Van Deuren, S.C.: employer contribution per participant | $12,847 | |
| Peer median | $2,600 |
| Reinhart Boerner Van Deuren, S.C.: average balance | $586,282 | |
| Peer median | $84,124 |
| Reinhart Boerner Van Deuren, S.C.: admin expenses ÷ assets | 0.06% | |
| Peer median | 0.17% |
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 $292M at the end of plan year 2021 to $308M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 538 | $308M | $6.8M | $12,847 | 0.06% | Not published | Form 5500 ↗ |
| 2023 | 530 | $279M | $6.1M | $11,862 | 0.07% | Not published | Form 5500 ↗ |
| 2022 | 497 | $241M | $5.5M | $11,143 | 0.05% | Not published | Form 5500 ↗ |
| 2021 | 568 | $292M | $5.1M | $9,947 | 0.12% | Not published | Form 5500 ↗ |
Other Reinhart Boerner Van Deuren, S.C. plans (1)
Each plan files its own Form 5500. Figures are from each plan's latest filing.
Reinhart Boerner Van Deuren S.C. Retirement Income 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.
| Recordkeeper | Associated Trust Company | Schedule C ↗ |
| Independent auditor | Cliftonlarsonallen LLP (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | Pension (defined benefit) · Terminated (final filing) | Form 5500 ↗ |
Common questions
Does Reinhart Boerner Van Deuren, S.C. match 401(k) contributions?
The match terms for the Reinhart Boerner Van Deuren, S.C. 401(k) Profit Sharing Plan have not been published from its filing yet. The plan year 2024 filing reports $6.8M in employer contributions, about $12,847 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Reinhart Boerner Van Deuren, S.C. 401(k) match vested?
The vesting schedule for the Reinhart Boerner Van Deuren, S.C. 401(k) Profit Sharing Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Reinhart Boerner Van Deuren, S.C. 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Fidelity Investments Institutional. The plan administrator is Reinhart Boerner Van Deuren S.C..
I left Reinhart Boerner Van Deuren, S.C.. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Reinhart Boerner Van Deuren S.C., (414) 298-1000) or the recordkeeper, Fidelity Investments Institutional. The Reinhart Boerner Van Deuren, S.C. old 401(k) page lists the contacts from every plan filing. Find an old Reinhart Boerner Van Deuren, S.C. 401(k)
Data from the public Form 5500 annual reports Reinhart Boerner Van Deuren, S.C. 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 Reinhart Boerner Van Deuren, S.C.. Not financial advice. Report a correction · Methodology