Sheehan Phinney Bass & Green 401(k) match, vesting and fees
What Sheehan Phinney Bass & Green'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 | Fidelity Investments Institutional | Schedule C ↗ |
| Independent auditor | Nathan Wechsler & Company, P.A. (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.
| Sheehan Phinney Bass & Green: employer contribution per participant | $15,493 | |
| Peer median | $2,719 |
| Sheehan Phinney Bass & Green: average balance | $691,044 | |
| Peer median | $85,424 |
| Sheehan Phinney Bass & Green: admin expenses ÷ assets | <0.01% | |
| 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 $89.7M at the end of plan year 2021 to $98.1M at the end of plan year 2025.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2025 | 148 | $98.1M | $2.2M | $15,493 | <0.01% | Not published | Form 5500 ↗ |
| 2024 | 143 | $83.5M | $1.9M | $13,309 | <0.01% | Not published | Form 5500 ↗ |
| 2023 | 139 | $80.8M | $1.5M | $11,278 | — | Not published | Form 5500 ↗ |
| 2022 | 138 | $77.6M | $0 | $0 | — | Not published | Form 5500 ↗ |
| 2021 | 136 | $89.7M | $1.7M | $12,500 | <0.01% | Not published | Form 5500 ↗ |
Common questions
Does Sheehan Phinney Bass & Green match 401(k) contributions?
The match terms for the Sheehan Phinney Bass & Green PA Profit Sharing Plan and Trust have not been published from its filing yet. The plan year 2025 filing reports $2.2M in employer contributions, about $15,493 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Sheehan Phinney Bass & Green 401(k) match vested?
The vesting schedule for the Sheehan Phinney Bass & Green PA Profit Sharing Plan and Trust is not in the data published so far. Your Summary Plan Description states it.
Who manages the Sheehan Phinney Bass & Green 401(k)?
The recordkeeper listed on Schedule C of the plan year 2025 filing is Fidelity Investments Institutional. The plan administrator is Sheehan Phinney Bass & Green PA.
I left Sheehan Phinney Bass & Green. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Sheehan Phinney Bass & Green PA, (603) 668-0300) or the recordkeeper, Fidelity Investments Institutional. The Sheehan Phinney Bass & Green old 401(k) page lists the contacts from every plan filing. Find an old Sheehan Phinney Bass & Green 401(k)
Data from the public Form 5500 annual reports Sheehan Phinney Bass & Green 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 Sheehan Phinney Bass & Green. Not financial advice. Report a correction · Methodology