Starnes Davis Florie 401(k) match, vesting and fees
What Starnes Davis Florie'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, in | Schedule C ↗ |
| Independent auditor | Coker and Company LLC (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.
| Starnes Davis Florie: employer contribution per participant | $17,799 | |
| Peer median | $2,719 |
| Starnes Davis Florie: average balance | $606,344 | |
| Peer median | $85,424 |
| Starnes Davis Florie: admin expenses ÷ assets | 0.41% | |
| 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 $67.2M at the end of plan year 2021 to $77.6M at the end of plan year 2025.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2025 | 137 | $77.6M | $2.3M | $17,799 | 0.41% | Not published | Form 5500 ↗ |
| 2024 | 134 | $65.1M | $2.2M | $17,072 | 0.41% | Not published | Form 5500 ↗ |
| 2023 | 120 | $56.7M | $2.1M | $17,424 | 0.33% | Not published | Form 5500 ↗ |
| 2022 | 122 | $51.4M | $1.9M | $16,029 | 0.55% | Not published | Form 5500 ↗ |
| 2021 | 135 | $67.2M | $1.9M | $14,063 | 0.54% | Not published | Form 5500 ↗ |
Other Starnes Davis Florie plans (1)
Each plan files its own Form 5500. Figures are from each plan's latest filing.
Starnes Davis Florie LLP Cash Balance 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.
| Plan type and status | Pension (defined benefit) · Active | Form 5500 ↗ |
Common questions
Does Starnes Davis Florie match 401(k) contributions?
The match terms for the Starnes Davis Florie LLP 401(k) Profit Sharing Plan have not been published from its filing yet. The plan year 2025 filing reports $2.3M in employer contributions, about $17,799 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Starnes Davis Florie 401(k) match vested?
The vesting schedule for the Starnes Davis Florie LLP 401(k) Profit Sharing Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Starnes Davis Florie 401(k)?
The recordkeeper listed on Schedule C of the plan year 2025 filing is Schwab Retirement Plan Services, in. The plan administrator is Starnes Davis Florie LLP.
I left Starnes Davis Florie. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Starnes Davis Florie LLP, (205) 868-6014) or the recordkeeper, Schwab Retirement Plan Services, in. The Starnes Davis Florie old 401(k) page lists the contacts from every plan filing. Find an old Starnes Davis Florie 401(k)
Data from the public Form 5500 annual reports Starnes Davis Florie 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 Starnes Davis Florie. Not financial advice. Report a correction · Methodology