Rodey Dickason Sloan Akin & Robb 401(k) match, vesting and fees
What Rodey Dickason Sloan Akin & Robb'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 | Pattison Pension Specialists | Schedule C ↗ |
| Independent auditor | Baker Tilly US LLP (unmodified opinion) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
How the plan compares
Plan year 2025 medians for 3,569 defined-contribution plans in professional, scientific, and technical services with 100 to 499 participants.
| Rodey Dickason Sloan Akin & Robb: employer contribution per participant | $5,757 | |
| Peer median | $2,719 |
| Rodey Dickason Sloan Akin & Robb: average balance | $556,907 | |
| Peer median | $85,424 |
| Rodey Dickason Sloan Akin & Robb: admin expenses ÷ assets | 0.26% | |
| 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 $136M at the end of plan year 2021 to $116M at the end of plan year 2025.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2025 | 216 | $116M | $1.2M | $5,757 | 0.26% | Not published | Form 5500 ↗ |
| 2024 | 208 | $104M | $1.2M | $6,000 | 0.25% | Not published | Form 5500 ↗ |
| 2023 | 210 | $107M | $1.4M | $6,667 | 0.24% | Not published | Form 5500 ↗ |
| 2022 | 203 | $108M | $1.4M | $7,048 | 0.25% | Not published | Form 5500 ↗ |
| 2021 | 194 | $136M | $1.4M | $7,443 | 0.64% | Not published | Form 5500 ↗ |
Common questions
Does Rodey Dickason Sloan Akin & Robb match 401(k) contributions?
The match terms for the Rodey Dickason Sloan Akin & Robb PA Employees' Tax-Deferred Retirement Plan and Trust have not been published from its filing yet. The plan year 2025 filing reports $1.2M in employer contributions, about $5,757 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Rodey Dickason Sloan Akin & Robb 401(k) match vested?
The vesting schedule for the Rodey Dickason Sloan Akin & Robb PA Employees' Tax-Deferred Retirement Plan and Trust is not in the data published so far. Your Summary Plan Description states it.
Who manages the Rodey Dickason Sloan Akin & Robb 401(k)?
The recordkeeper listed on Schedule C of the plan year 2025 filing is Pattison Pension Specialists. The plan administrator is Retirement Plan Advisory Committee.
I left Rodey Dickason Sloan Akin & Robb. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Retirement Plan Advisory Committee, (505) 765-5900) or the recordkeeper, Pattison Pension Specialists. The Rodey Dickason Sloan Akin & Robb old 401(k) page lists the contacts from every plan filing. Find an old Rodey Dickason Sloan Akin & Robb 401(k)
Data from the public Form 5500 annual reports Rodey Dickason Sloan Akin & Robb 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 Rodey Dickason Sloan Akin & Robb. Not financial advice. Report a correction · Methodology