Shartsis Friese 401(k) match, vesting and fees
What Shartsis Friese'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 | The Vanguard Group, Inc. | Schedule C ↗ |
| Independent auditor | Silicon Valley Accountancy Corp (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.
| Shartsis Friese: employer contribution per participant | $16,086 | |
| Peer median | $2,719 |
| Shartsis Friese: average balance | $1,014,852 | |
| Peer median | $85,424 |
| Shartsis Friese: 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 $132M at the end of plan year 2021 to $145M at the end of plan year 2025.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2025 | 144 | $145M | $2.3M | $16,086 | 0.02% | Not published | Form 5500 ↗ |
| 2024 | 144 | $137M | $2.2M | $15,816 | <0.01% | Not published | Form 5500 ↗ |
| 2023 | 142 | $121M | $2.2M | $15,417 | <0.01% | Not published | Form 5500 ↗ |
| 2022 | 143 | $105M | $2M | $13,869 | <0.01% | Not published | Form 5500 ↗ |
| 2021 | 143 | $132M | $2.1M | $14,836 | <0.01% | Not published | Form 5500 ↗ |
Other Shartsis Friese plans (2)
Each plan files its own Form 5500. Figures are from each plan's latest filing.
Shartsis Friese LLP Associates 401(k) 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 | 401(k) · Active | Form 5500 ↗ |
Shartsis Friese LLP Cash Balance Pension 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 | Pension (defined benefit) · Active | Form 5500 ↗ |
Common questions
Does Shartsis Friese match 401(k) contributions?
The match terms for the Shartsis Friese LLP Profit Sharing/401(K) Plan have not been published from its filing yet. The plan year 2025 filing reports $2.3M in employer contributions, about $16,086 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Shartsis Friese 401(k) match vested?
The vesting schedule for the Shartsis Friese LLP Profit Sharing/401(K) Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Shartsis Friese 401(k)?
The recordkeeper listed on Schedule C of the plan year 2025 filing is The Vanguard Group, Inc.. The plan administrator is Shartsis Friese LLP.
I left Shartsis Friese. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Shartsis Friese LLP, (415) 421-6500) or the recordkeeper, The Vanguard Group, Inc.. The Shartsis Friese old 401(k) page lists the contacts from every plan filing. Find an old Shartsis Friese 401(k)
Data from the public Form 5500 annual reports Shartsis Friese 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 Shartsis Friese. Not financial advice. Report a correction · Methodology