Schmitt-Sussman Enterprises, Inc. DBA PFP Services 401(k) match, vesting and fees
What Schmitt-Sussman Enterprises, Inc. DBA PFP Services' 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 | July Business Services LLC | Schedule C ↗ |
| Independent auditor | Cbiz Cpas P.C. (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
How the plan compares
Plan year 2024 medians for 3,409 defined-contribution plans in finance and insurance with 100 to 499 participants.
| Schmitt-Sussman Enterprises, Inc. DBA PFP Services: employer contribution per participant | $971 | |
| Peer median | $2,868 |
| Schmitt-Sussman Enterprises, Inc. DBA PFP Services: average balance | $91,088 | |
| Peer median | $95,281 |
| Schmitt-Sussman Enterprises, Inc. DBA PFP Services: admin expenses ÷ assets | 0.55% | |
| Peer median | 0.22% |
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 $21.4M 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 | 267 | $23M | $245K | $971 | 0.55% | Not published | Form 5500 ↗ |
| 2023 | 255 | $21.8M | $224K | $962 | 0.54% | Not published | Form 5500 ↗ |
| 2022 | 241 | $17.9M | $215K | $934 | 0.57% | Not published | Form 5500 ↗ |
| 2021 | 241 | $21.4M | $142K | $610 | 0.59% | Not published | Form 5500 ↗ |
Common questions
Does Schmitt-Sussman Enterprises, Inc. DBA PFP Services match 401(k) contributions?
The match terms for the Schmitt-Sussman Enterprises, Inc. 401(k) Plan have not been published from its filing yet. The plan year 2024 filing reports $245K in employer contributions, about $971 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Schmitt-Sussman Enterprises, Inc. DBA PFP Services 401(k) match vested?
The vesting schedule for the Schmitt-Sussman Enterprises, Inc. 401(k) Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Schmitt-Sussman Enterprises, Inc. DBA PFP Services 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is July Business Services LLC. The plan administrator is Schmitt-Sussman Enterprises, Inc. DBA Pfp Services.
I left Schmitt-Sussman Enterprises, Inc. DBA PFP Services. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Schmitt-Sussman Enterprises, Inc. DBA Pfp Services, (203) 795-6039) or the recordkeeper, July Business Services LLC. The Schmitt-Sussman Enterprises, Inc. DBA PFP Services old 401(k) page lists the contacts from every plan filing. Find an old Schmitt-Sussman Enterprises, Inc. DBA PFP Services 401(k)
Data from the public Form 5500 annual reports Schmitt-Sussman Enterprises, Inc. DBA PFP Services 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 Schmitt-Sussman Enterprises, Inc. DBA PFP Services. Not financial advice. Report a correction · Methodology