Robert Reiser 401(k) match, vesting and fees
What Robert Reiser'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 Inv Inst Op Co LLC | Schedule C ↗ |
| Independent auditor | Britt and Company Cpa LLC (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
How the plan compares
Plan year 2025 medians for 140 defined-contribution plans in wholesale trade with 500 to 999 participants.
| Robert Reiser: employer contribution per participant | $3,305 | |
| Peer median | $1,852 |
| Robert Reiser: average balance | $152,551 | |
| Peer median | $80,543 |
| Robert Reiser: admin expenses ÷ assets | 0.03% | |
| Peer median | 0.22% |
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 $74.7M at the end of plan year 2021 to $117M at the end of plan year 2025.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2025 | 798 | $117M | $2.5M | $3,305 | 0.03% | Not published | Form 5500 ↗ |
| 2024 | 748 | $99.7M | $2.5M | $3,442 | — | Not published | Form 5500 ↗ |
| 2023 | 727 | $84.1M | $2.3M | $4,377 | 0.01% | Not published | Form 5500 ↗ |
| 2022 | 632 | $66.8M | $1.2M | $1,890 | 0.02% | Not published | Form 5500 ↗ |
| 2021 | 656 | $74.7M | $1.9M | $3,334 | <0.01% | Not published | Form 5500 ↗ |
Common questions
Does Robert Reiser match 401(k) contributions?
The match terms for the Robert Reiser & Company, Inc. 401(k) Profit Sharing Plan have not been published from its filing yet. The plan year 2025 filing reports $2.5M in employer contributions, about $3,305 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Robert Reiser 401(k) match vested?
The vesting schedule for the Robert Reiser & Company, Inc. 401(k) Profit Sharing Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Robert Reiser 401(k)?
The recordkeeper listed on Schedule C of the plan year 2025 filing is Fidelity Inv Inst Op Co LLC. The plan administrator is Robert Reiser & Company, Inc..
I left Robert Reiser. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Robert Reiser & Company, Inc., (781) 232-1731) or the recordkeeper, Fidelity Inv Inst Op Co LLC. The Robert Reiser old 401(k) page lists the contacts from every plan filing. Find an old Robert Reiser 401(k)
Data from the public Form 5500 annual reports Robert Reiser 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 Robert Reiser. Not financial advice. Report a correction · Methodology