Stacy and Witbeck 401(k) match, vesting and fees
What Stacy and Witbeck'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 | Principal Life Insurance Company | 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 523 defined-contribution plans in construction with 500 to 999 participants.
| Stacy and Witbeck: employer contribution per participant | $9,057 | |
| Peer median | $2,361 |
| Stacy and Witbeck: average balance | $212,995 | |
| Peer median | $60,193 |
| Stacy and Witbeck: admin expenses ÷ assets | 0.05% | |
| Peer median | 0.31% |
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 $71.9M at the end of plan year 2021 to $115M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 558 | $115M | $4.9M | $9,057 | 0.05% | Not published | Form 5500 ↗ |
| 2023 | 535 | $107M | $4.7M | $9,178 | 0.05% | Not published | Form 5500 ↗ |
| 2022 | 537 | $80.7M | $4.4M | $10,562 | 0.06% | Not published | Form 5500 ↗ |
| 2021 | 488 | $71.9M | $4.1M | $10,836 | 0.04% | Not published | Form 5500 ↗ |
Other Stacy and Witbeck plans (1)
Each plan files its own Form 5500. Figures are from each plan's latest filing.
Stacy and Witbeck, Inc. Employee Stock Ownership 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 | Cliftonlarsonallen LLP (unmodified opinion) | Schedule H ↗ |
| Plan type and status | Profit-sharing · Active | Form 5500 ↗ |
Common questions
Does Stacy and Witbeck match 401(k) contributions?
The match terms for the Stacy and Witbeck, Inc. Retirement Savings Plan have not been published from its filing yet. The plan year 2024 filing reports $4.9M in employer contributions, about $9,057 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Stacy and Witbeck 401(k) match vested?
The vesting schedule for the Stacy and Witbeck, Inc. Retirement Savings Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Stacy and Witbeck 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Principal Life Insurance Company. The plan administrator is Stacy and Witbeck, Inc..
I left Stacy and Witbeck. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Stacy and Witbeck, Inc., (510) 748-1870) or the recordkeeper, Principal Life Insurance Company. The Stacy and Witbeck old 401(k) page lists the contacts from every plan filing. Find an old Stacy and Witbeck 401(k)
Data from the public Form 5500 annual reports Stacy and Witbeck 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 Stacy and Witbeck. Not financial advice. Report a correction · Methodology