Shumaker, Loop and Kendrick 401(k) match, vesting and fees
What Shumaker, Loop and Kendrick'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 | Empower Annuity Ins Co of America | Schedule C ↗ |
| Independent auditor | Cliftonlarsonallen LLP (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
How the plan compares
Plan year 2024 medians for 1,287 defined-contribution plans in professional, scientific, and technical services with 500 to 999 participants.
| Shumaker, Loop and Kendrick: employer contribution per participant | $12,045 | |
| Peer median | $2,600 |
| Shumaker, Loop and Kendrick: average balance | $491,399 | |
| Peer median | $84,124 |
| Shumaker, Loop and Kendrick: admin expenses ÷ assets | 0.05% | |
| Peer median | 0.17% |
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 $279M at the end of plan year 2021 to $287M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 673 | $287M | $7M | $12,045 | 0.05% | Not published | Form 5500 ↗ |
| 2023 | 648 | $259M | $6.1M | $10,715 | 0.05% | Not published | Form 5500 ↗ |
| 2022 | 610 | $225M | $5.6M | $10,548 | 0.06% | Not published | Form 5500 ↗ |
| 2021 | 593 | $279M | $5.7M | $10,879 | 0.05% | Not published | Form 5500 ↗ |
Other Shumaker, Loop and Kendrick plans (1)
Each plan files its own Form 5500. Figures are from each plan's latest filing.
Shumaker, Loop and Kendrick, LLP Associates 401k Savings 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 ↗ |
Common questions
Does Shumaker, Loop and Kendrick match 401(k) contributions?
The match terms for the Shumaker, Loop and Kendrick Retirement Plan have not been published from its filing yet. The plan year 2024 filing reports $7M in employer contributions, about $12,045 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Shumaker, Loop and Kendrick 401(k) match vested?
The vesting schedule for the Shumaker, Loop and Kendrick Retirement Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Shumaker, Loop and Kendrick 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Empower Annuity Ins Co of America. The plan administrator is Shumaker, Loop and Kendrick, LLP.
I left Shumaker, Loop and Kendrick. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Shumaker, Loop and Kendrick, LLP, (419) 241-9000) or the recordkeeper, Empower Annuity Ins Co of America. The Shumaker, Loop and Kendrick old 401(k) page lists the contacts from every plan filing. Find an old Shumaker, Loop and Kendrick 401(k)
Data from the public Form 5500 annual reports Shumaker, Loop and Kendrick 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 Shumaker, Loop and Kendrick. Not financial advice. Report a correction · Methodology