Rumberger, Kirk & Caldwell, Professional Association 401(k) match, vesting and fees
What Rumberger, Kirk & Caldwell, Professional Association'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 | Rehmann Robson 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 3,569 defined-contribution plans in professional, scientific, and technical services with 100 to 499 participants.
| Rumberger, Kirk & Caldwell, Professional Association: employer contribution per participant | $6,292 | |
| Peer median | $2,719 |
| Rumberger, Kirk & Caldwell, Professional Association: average balance | $376,974 | |
| Peer median | $85,424 |
| Rumberger, Kirk & Caldwell, Professional Association: admin expenses ÷ assets | 0.12% | |
| 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 $82M at the end of plan year 2021 to $103M at the end of plan year 2025.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2025 | 275 | $103M | $1.7M | $6,292 | 0.12% | Not published | Form 5500 ↗ |
| 2024 | 265 | $92.3M | $1.7M | $6,258 | 0.15% | Not published | Form 5500 ↗ |
| 2023 | 262 | $80.7M | $1.7M | $6,471 | 0.16% | Not published | Form 5500 ↗ |
| 2022 | 255 | $70.3M | $1.6M | $6,323 | 0.16% | Not published | Form 5500 ↗ |
| 2021 | 244 | $82M | $1.5M | $6,318 | 0.15% | Not published | Form 5500 ↗ |
Common questions
Does Rumberger, Kirk & Caldwell, Professional Association match 401(k) contributions?
The match terms for the Rumberger, Kirk & Caldwell, Professional Association Profit Sharing Plan have not been published from its filing yet. The plan year 2025 filing reports $1.7M in employer contributions, about $6,292 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Rumberger, Kirk & Caldwell, Professional Association 401(k) match vested?
The vesting schedule for the Rumberger, Kirk & Caldwell, Professional Association Profit Sharing Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Rumberger, Kirk & Caldwell, Professional Association 401(k)?
The recordkeeper listed on Schedule C of the plan year 2025 filing is Transamerica Retirement Solutions. The plan administrator is Rumberger, Kirk & Caldwell, Professional Association.
I left Rumberger, Kirk & Caldwell, Professional Association. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Rumberger, Kirk & Caldwell, Professional Association, (407) 872-7300) or the recordkeeper, Transamerica Retirement Solutions. The Rumberger, Kirk & Caldwell, Professional Association old 401(k) page lists the contacts from every plan filing. Find an old Rumberger, Kirk & Caldwell, Professional Association 401(k)
Data from the public Form 5500 annual reports Rumberger, Kirk & Caldwell, Professional Association 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 Rumberger, Kirk & Caldwell, Professional Association. Not financial advice. Report a correction · Methodology