Smith,Haughey,Rice and Roegge 401(k) match, vesting and fees
What Smith,Haughey,Rice and Roegge'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 | Greenleaf Trust | Schedule C ↗ |
| Independent auditor | Maner Costerisan, P.C. (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.
| Smith,Haughey,Rice and Roegge: employer contribution per participant | $1,406 | |
| Peer median | $2,719 |
| Smith,Haughey,Rice and Roegge: average balance | $256,446 | |
| Peer median | $85,424 |
| Smith,Haughey,Rice and Roegge: admin expenses ÷ assets | 0.24% | |
| 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 $42.4M at the end of plan year 2021 to $39.2M at the end of plan year 2025.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2025 | 161 | $39.2M | $215K | $1,406 | 0.24% | Not published | Form 5500 ↗ |
| 2024 | 168 | $40.5M | $224K | $1,403 | 0.27% | Not published | Form 5500 ↗ |
| 2023 | 171 | $39.9M | $239K | $1,451 | 0.24% | Not published | Form 5500 ↗ |
| 2022 | 183 | $35.3M | $226K | $1,302 | 0.24% | Not published | Form 5500 ↗ |
| 2021 | 188 | $42.4M | $195K | $1,107 | 0.25% | Not published | Form 5500 ↗ |
Common questions
Does Smith,Haughey,Rice and Roegge match 401(k) contributions?
The match terms for the Profit Sharing and Retirement Plan of Smith Haughey, Rice and Roegge, P.C. have not been published from its filing yet. The plan year 2025 filing reports $215K in employer contributions, about $1,406 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Smith,Haughey,Rice and Roegge 401(k) match vested?
The vesting schedule for the Profit Sharing and Retirement Plan of Smith Haughey, Rice and Roegge, P.C. is not in the data published so far. Your Summary Plan Description states it.
Who manages the Smith,Haughey,Rice and Roegge 401(k)?
The recordkeeper listed on Schedule C of the plan year 2025 filing is Greenleaf Trust. The plan administrator is Smith,haughey,rice and Roegge, P.C..
I left Smith,Haughey,Rice and Roegge. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Smith,haughey,rice and Roegge, P.C., (616) 774-8000) or the recordkeeper, Greenleaf Trust. The Smith,Haughey,Rice and Roegge old 401(k) page lists the contacts from every plan filing. Find an old Smith,Haughey,Rice and Roegge 401(k)
Data from the public Form 5500 annual reports Smith,Haughey,Rice and Roegge 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 Smith,Haughey,Rice and Roegge. Not financial advice. Report a correction · Methodology