Steed Hammond Paul 401(k) match, vesting and fees
What Steed Hammond Paul'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 | Veid & Veid Cpa'S (unmodified opinion) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
How the plan compares
Plan year 2024 medians for 9,213 defined-contribution plans in professional, scientific, and technical services with 100 to 499 participants.
| Steed Hammond Paul: employer contribution per participant | $3,878 | |
| Peer median | $2,521 |
| Steed Hammond Paul: average balance | $173,269 | |
| Peer median | $75,833 |
| Steed Hammond Paul: admin expenses ÷ assets | 0.31% | |
| 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 $26.1M at the end of plan year 2021 to $23.6M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 136 | $23.6M | $527K | $3,878 | 0.31% | Not published | Form 5500 ↗ |
| 2023 | 127 | $23.1M | $480K | $3,783 | 0.24% | Not published | 5500-SF ↗ |
| 2022 | 104 | $19.8M | $493K | $4,785 | 0.22% | Not published | 5500-SF ↗ |
| 2021 | 111 | $26.1M | $472K | $4,248 | 0.28% | Not published | 5500-SF ↗ |
Common questions
Does Steed Hammond Paul match 401(k) contributions?
The match terms for the Shp 401(k) Retirement Plan have not been published from its filing yet. The plan year 2024 filing reports $527K in employer contributions, about $3,878 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Steed Hammond Paul 401(k) match vested?
The vesting schedule for the Shp 401(k) Retirement Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Steed Hammond Paul 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Principal Life Insurance Company. The plan administrator is Steed Hammond Paul, Inc..
I left Steed Hammond Paul. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Steed Hammond Paul, Inc., (513) 381-2112) or the recordkeeper, Principal Life Insurance Company. The Steed Hammond Paul old 401(k) page lists the contacts from every plan filing. Find an old Steed Hammond Paul 401(k)
Data from the public Form 5500 annual reports Steed Hammond Paul 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 Steed Hammond Paul. Not financial advice. Report a correction · Methodology