Ruffalo Noel Levitz 401(k) match, vesting and fees
What Ruffalo Noel Levitz'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 | Transamerica Retirement Solutions | Schedule C ↗ |
| Independent auditor | Bergankdv (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
How the plan compares
Plan year 2024 medians for 266 defined-contribution plans in information with 500 to 999 participants.
| Ruffalo Noel Levitz: employer contribution per participant | $2,093 | |
| Peer median | $2,049 |
| Ruffalo Noel Levitz: average balance | $95,147 | |
| Peer median | $79,099 |
| Ruffalo Noel Levitz: admin expenses ÷ assets | 0.13% | |
| Peer median | 0.16% |
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 $68M at the end of plan year 2021 to $54.6M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 654 | $54.6M | $1.2M | $2,093 | 0.13% | Not published | Form 5500 ↗ |
| 2023 | 739 | $52.2M | $1.3M | $1,931 | 0.12% | Not published | Form 5500 ↗ |
| 2022 | 804 | $50.4M | $1.5M | $2,084 | 0.14% | Not published | Form 5500 ↗ |
| 2021 | 809 | $68M | $1.5M | $2,086 | 0.14% | Not published | Form 5500 ↗ |
Common questions
Does Ruffalo Noel Levitz match 401(k) contributions?
The match terms for the Ruffalo Noel Levitz 401(k) Plan have not been published from its filing yet. The plan year 2024 filing reports $1.2M in employer contributions, about $2,093 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Ruffalo Noel Levitz 401(k) match vested?
The vesting schedule for the Ruffalo Noel Levitz 401(k) Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Ruffalo Noel Levitz 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Transamerica Retirement Solutions. The plan administrator is Ruffalo Noel Levitz.
I left Ruffalo Noel Levitz. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Ruffalo Noel Levitz, (800) 876-1117) or the recordkeeper, Transamerica Retirement Solutions. The Ruffalo Noel Levitz old 401(k) page lists the contacts from every plan filing. Find an old Ruffalo Noel Levitz 401(k)
Data from the public Form 5500 annual reports Ruffalo Noel Levitz 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 Ruffalo Noel Levitz. Not financial advice. Report a correction · Methodology