Riley Safer Holmes & Cancila 401(k) match, vesting and fees
What Riley Safer Holmes & Cancila'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 | Merrill Lynch, Pierce, Fenner and S | Schedule C ↗ |
| Independent auditor | Forvis Mazars LLP (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 2024 medians for 9,213 defined-contribution plans in professional, scientific, and technical services with 100 to 499 participants.
| Riley Safer Holmes & Cancila: employer contribution per participant | $7,733 | |
| Peer median | $2,521 |
| Riley Safer Holmes & Cancila: average balance | $264,908 | |
| Peer median | $75,833 |
| Riley Safer Holmes & Cancila: admin expenses ÷ assets | 0.01% | |
| 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 $26.8M at the end of plan year 2021 to $41.3M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 169 | $41.3M | $1.2M | $7,733 | 0.01% | Not published | Form 5500 ↗ |
| 2023 | 166 | $30.1M | $1.3M | $8,079 | 0.01% | Not published | Form 5500 ↗ |
| 2022 | 143 | $25.2M | $1.2M | $8,716 | <0.01% | Not published | Form 5500 ↗ |
| 2021 | 129 | $26.8M | $1.1M | $8,842 | 0.04% | Not published | 5500-SF ↗ |
Other Riley Safer Holmes & Cancila plans (1)
Each plan files its own Form 5500. Figures are from each plan's latest filing.
Riley Safer Holmes & Cancila Associate 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 | 401(k) · Active | Form 5500 ↗ |
Common questions
Does Riley Safer Holmes & Cancila match 401(k) contributions?
The match terms for the Riley Safer Holmes & Cancila Retirement Plan have not been published from its filing yet. The plan year 2024 filing reports $1.2M in employer contributions, about $7,733 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Riley Safer Holmes & Cancila 401(k) match vested?
The vesting schedule for the Riley Safer Holmes & Cancila Retirement Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Riley Safer Holmes & Cancila 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Merrill Lynch, Pierce, Fenner and S. The plan administrator is Riley Safer Holmes & Cancila LLP.
I left Riley Safer Holmes & Cancila. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Riley Safer Holmes & Cancila LLP, (312) 471-8700) or the recordkeeper, Merrill Lynch, Pierce, Fenner and S. The Riley Safer Holmes & Cancila old 401(k) page lists the contacts from every plan filing. Find an old Riley Safer Holmes & Cancila 401(k)
Data from the public Form 5500 annual reports Riley Safer Holmes & Cancila 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 Riley Safer Holmes & Cancila. Not financial advice. Report a correction · Methodology