Signature Estate & Investment Ad 401(k) match, vesting and fees
What Signature Estate & Investment Ad'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 | ADP, Inc. | Schedule C ↗ |
| Independent auditor | Lear & Pannepacker, 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 3,409 defined-contribution plans in finance and insurance with 100 to 499 participants.
| Signature Estate & Investment Ad: employer contribution per participant | $4,352 | |
| Peer median | $2,868 |
| Signature Estate & Investment Ad: average balance | $105,701 | |
| Peer median | $95,281 |
| Signature Estate & Investment Ad: admin expenses ÷ assets | 0.02% | |
| 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 $12.1M at the end of plan year 2021 to $16.3M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 191 | $16.3M | $670K | $4,352 | 0.02% | Not published | Form 5500 ↗ |
| 2023 | 143 | $14.8M | $613K | $4,942 | 0.01% | Not published | 5500-SF ↗ |
| 2022 | 140 | $11.6M | $559K | $4,696 | 0.01% | Not published | 5500-SF ↗ |
| 2021 | 117 | $12.1M | $495K | $4,901 | 0.01% | Not published | 5500-SF ↗ |
Common questions
Does Signature Estate & Investment Ad match 401(k) contributions?
The match terms for the Signature Estate & Investment Advisors, LLC 401(k) Profit Shar have not been published from its filing yet. The plan year 2024 filing reports $670K in employer contributions, about $4,352 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Signature Estate & Investment Ad 401(k) match vested?
The vesting schedule for the Signature Estate & Investment Advisors, LLC 401(k) Profit Shar is not in the data published so far. Your Summary Plan Description states it.
Who manages the Signature Estate & Investment Ad 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is ADP, Inc.. The plan administrator is Signature Estate & Investment Ad.
I left Signature Estate & Investment Ad. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Signature Estate & Investment Ad, (310) 712-2323) or the recordkeeper, ADP, Inc.. The Signature Estate & Investment Ad old 401(k) page lists the contacts from every plan filing. Find an old Signature Estate & Investment Ad 401(k)
Data from the public Form 5500 annual reports Signature Estate & Investment Ad 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 Signature Estate & Investment Ad. Not financial advice. Report a correction · Methodology