Spencer Fane 401(k) match, vesting and fees
What Spencer Fane'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 | Cbiz Cpas P.C. (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.
| Spencer Fane: employer contribution per participant | $11,889 | |
| Peer median | $2,600 |
| Spencer Fane: average balance | $266,734 | |
| Peer median | $84,124 |
| Spencer Fane: admin expenses ÷ assets | 0.06% | |
| 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 $190M at the end of plan year 2021 to $264M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 1,054 | $264M | $11.8M | $11,889 | 0.06% | Not published | Form 5500 ↗ |
| 2023 | 832 | $211M | $10.3M | $12,713 | 0.07% | Not published | Form 5500 ↗ |
| 2022 | 716 | $162M | $7.5M | $10,694 | 0.05% | Not published | Form 5500 ↗ |
| 2021 | 672 | $190M | $6.3M | $10,120 | 0.07% | Not published | Form 5500 ↗ |
Other Spencer Fane plans (1)
Each plan files its own Form 5500. Figures are from each plan's latest filing.
Spencer Fane Associate Retirement 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.
| Independent auditor | Cbiz Cpas P.C. (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
Common questions
Does Spencer Fane match 401(k) contributions?
The match terms for the Spencer Fane Retirement Plan have not been published from its filing yet. The plan year 2024 filing reports $11.8M in employer contributions, about $11,889 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Spencer Fane 401(k) match vested?
The vesting schedule for the Spencer Fane Retirement Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Spencer Fane 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Schwab Retirement Plan Services Inc. The plan administrator is Spencer Fane LLP.
I left Spencer Fane. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Spencer Fane LLP, (816) 474-8100) or the recordkeeper, Schwab Retirement Plan Services Inc. The Spencer Fane old 401(k) page lists the contacts from every plan filing. Find an old Spencer Fane 401(k)
Data from the public Form 5500 annual reports Spencer Fane 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 Spencer Fane. Not financial advice. Report a correction · Methodology