Stein & Associates 401(k) match, vesting and fees
What Stein & Associates' 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 | Fidelity Investments Institutional | Schedule C ↗ |
| Independent auditor | Landmark Plc, Cpas (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
How the plan compares
Plan year 2024 medians for 7,671 defined-contribution plans in health care and social assistance with 100 to 499 participants.
| Stein & Associates: employer contribution per participant | $2,066 | |
| Peer median | $1,470 |
| Stein & Associates: average balance | $85,352 | |
| Peer median | $37,795 |
| Stein & Associates: admin expenses ÷ assets | 0.36% | |
| Peer median | 0.39% |
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 $36.7M at the end of plan year 2023 to $41.3M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 1,146 | $41.3M | $1000K | $2,066 | 0.36% | Not published | Form 5500 ↗ |
| 2023 | 1,023 | $36.7M | $1M | $2,183 | 0.39% | Not published | Form 5500 ↗ |
Common questions
Does Stein & Associates match 401(k) contributions?
The match terms for the Stein & Associates, LLC 401(k) Profit Sharing Plan have not been published from its filing yet. The plan year 2024 filing reports $1000K in employer contributions, about $2,066 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Stein & Associates 401(k) match vested?
The vesting schedule for the Stein & Associates, LLC 401(k) Profit Sharing Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Stein & Associates 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Fidelity Investments Institutional. The plan administrator is Stein & Associates, LLC.
I left Stein & Associates. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Stein & Associates, LLC, (479) 410-1740) or the recordkeeper, Fidelity Investments Institutional. The Stein & Associates old 401(k) page lists the contacts from every plan filing. Find an old Stein & Associates 401(k)
Data from the public Form 5500 annual reports Stein & Associates filed with the U.S. Department of Labor (plan years 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 Stein & Associates. Not financial advice. Report a correction · Methodology