Rothschild & Co North America 401(k) match, vesting and fees
What Rothschild & Co North America'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 | Schwab Retirement Plan Services,inc | Schedule C ↗ |
| Independent auditor | Novak Francella (unmodified opinion) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
How the plan compares
Plan year 2024 medians for 655 defined-contribution plans in finance and insurance with 500 to 999 participants.
| Rothschild & Co North America: employer contribution per participant | $4,453 | |
| Peer median | $2,935 |
| Rothschild & Co North America: average balance | $197,201 | |
| Peer median | $92,770 |
| Rothschild & Co North America: admin expenses ÷ assets | 0.03% | |
| Peer median | 0.15% |
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 $120M at the end of plan year 2021 to $156M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 830 | $156M | $3.5M | $4,453 | 0.03% | Not published | Form 5500 ↗ |
| 2023 | 781 | $125M | $3.7M | $4,929 | 0.11% | Not published | Form 5500 ↗ |
| 2022 | 733 | $106M | $3.2M | $4,561 | 0.06% | Not published | Form 5500 ↗ |
| 2021 | 650 | $120M | $3.2M | $5,299 | 0.05% | Not published | Form 5500 ↗ |
Other Rothschild & Co North America plans (1)
Each plan files its own Form 5500. Figures are from each plan's latest filing.
Rothschild North America Inc. Employee Stock Ownership 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 | Retirement · Active | Form 5500 ↗ |
Common questions
Does Rothschild & Co North America match 401(k) contributions?
The match terms for the Rothschild & Co North America Inc. 401(k) and Profit Sharing Plan have not been published from its filing yet. The plan year 2024 filing reports $3.5M in employer contributions, about $4,453 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Rothschild & Co North America 401(k) match vested?
The vesting schedule for the Rothschild & Co North America Inc. 401(k) and Profit Sharing Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Rothschild & Co North America 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Schwab Retirement Plan Services,inc. The plan administrator is Rothschild & Co North America Inc..
I left Rothschild & Co North America. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Rothschild & Co North America Inc., (212) 403-5000) or the recordkeeper, Schwab Retirement Plan Services,inc. The Rothschild & Co North America old 401(k) page lists the contacts from every plan filing. Find an old Rothschild & Co North America 401(k)
Data from the public Form 5500 annual reports Rothschild & Co North America 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 Rothschild & Co North America. Not financial advice. Report a correction · Methodology