Shutts & Bowen 401(k) match, vesting and fees
What Shutts & Bowen'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 | Schwab Retirement Plan Services,inc | Schedule C ↗ |
| Independent auditor | Rehmann Robson LLC (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
| Late participant contributions | Reported on the filing | Schedule H ↗ |
Plan history
Plan assets went from $150M at the end of plan year 2021 to $169M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 439 | $169M | $4.4M | $10,389 | 0.05% | Not published | Form 5500 ↗ |
| 2023 | 427 | $147M | $4.6M | $11,046 | 0.05% | Not published | Form 5500 ↗ |
| 2022 | 368 | $126M | $4.3M | $11,869 | 0.05% | Not published | Form 5500 ↗ |
| 2021 | 378 | $150M | $4.2M | $11,394 | 0.06% | Not published | Form 5500 ↗ |
Other Shutts & Bowen plans (2)
Each plan files its own Form 5500. Figures are from each plan's latest filing.
Shutts & Bowen, LLP 401(k) Profit Sharing Plan (B)
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 | Schwab Retirement Plan Services,inc | Schedule C ↗ |
| Independent auditor | Rehmann Robson LLC (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
| Late participant contributions | Reported on the filing | Schedule H ↗ |
Shutts & Bowen LLP Retirement Plan and Trust
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 Shutts & Bowen match 401(k) contributions?
The match terms for the Shutts & Bowen LLP 401(k) Profit Sharing Plan (A) have not been published from its filing yet. The plan year 2024 filing reports $4.4M in employer contributions, about $10,389 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Shutts & Bowen 401(k) match vested?
The vesting schedule for the Shutts & Bowen LLP 401(k) Profit Sharing Plan (A) is not in the data published so far. Your Summary Plan Description states it.
Who manages the Shutts & Bowen 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Schwab Retirement Plan Services,inc. The plan administrator is Shutts & Bowen LLP.
I left Shutts & Bowen. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Shutts & Bowen LLP, (305) 358-6300) or the recordkeeper, Schwab Retirement Plan Services,inc. The Shutts & Bowen old 401(k) page lists the contacts from every plan filing. Find an old Shutts & Bowen 401(k)
Data from the public Form 5500 annual reports Shutts & Bowen 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 Shutts & Bowen. Not financial advice. Report a correction · Methodology