Sayres and Associates 401(k) match, vesting and fees
What Sayres and Associates' 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 | American United Life Insurance Co | Schedule C ↗ |
| Independent auditor | Aprio LLP (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
| Late participant contributions | Reported on the filing | Schedule H ↗ |
How the plan compares
Plan year 2024 medians for 9,213 defined-contribution plans in professional, scientific, and technical services with 100 to 499 participants.
| Sayres and Associates: employer contribution per participant | $1,192 | |
| Peer median | $2,521 |
| Sayres and Associates: average balance | $65,096 | |
| Peer median | $75,833 |
| Sayres and Associates: admin expenses ÷ assets | 0.02% | |
| 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 $22M at the end of plan year 2021 to $23M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 375 | $23M | $422K | $1,192 | 0.02% | Not published | Form 5500 ↗ |
| 2023 | 368 | $20.3M | $349K | $1,000 | 0.02% | Not published | Form 5500 ↗ |
| 2022 | 420 | $17.8M | $259K | $810 | 0.01% | Not published | Form 5500 ↗ |
| 2021 | 481 | $22M | $384K | $1,250 | 0.01% | Not published | Form 5500 ↗ |
Common questions
Does Sayres and Associates match 401(k) contributions?
The match terms for the Sayres and Associates LLC 401k Retirement Plan have not been published from its filing yet. The plan year 2024 filing reports $422K in employer contributions, about $1,192 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Sayres and Associates 401(k) match vested?
The vesting schedule for the Sayres and Associates LLC 401k Retirement Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Sayres and Associates 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is American United Life Insurance Co. The plan administrator is Sayres and Associates LLC.
I left Sayres and Associates. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Sayres and Associates LLC, (619) 298-2610) or the recordkeeper, American United Life Insurance Co. The Sayres and Associates old 401(k) page lists the contacts from every plan filing. Find an old Sayres and Associates 401(k)
Data from the public Form 5500 annual reports Sayres and Associates 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 Sayres and Associates. Not financial advice. Report a correction · Methodology