Stein Sperling Bennett de Jong Driscoll 401(k) match, vesting and fees
What Stein Sperling Bennett de Jong Driscoll'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 | Nationwide Insurance | Schedule C ↗ |
| Independent auditor | Cherry Bekaert 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 9,213 defined-contribution plans in professional, scientific, and technical services with 100 to 499 participants.
| Stein Sperling Bennett de Jong Driscoll: employer contribution per participant | $5,826 | |
| Peer median | $2,521 |
| Stein Sperling Bennett de Jong Driscoll: average balance | $147,290 | |
| Peer median | $75,833 |
| Stein Sperling Bennett de Jong Driscoll: admin expenses ÷ assets | 0.01% | |
| 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 $20.2M at the end of plan year 2021 to $27M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 200 | $27M | $1.1M | $5,826 | 0.01% | Not published | Form 5500 ↗ |
| 2023 | 171 | $25.1M | $953K | $5,575 | 0.02% | Not published | Form 5500 ↗ |
| 2022 | 170 | $19.2M | $824K | $4,848 | 0.01% | Not published | Form 5500 ↗ |
| 2021 | 156 | $20.2M | $729K | $4,671 | 0.01% | Not published | Form 5500 ↗ |
Common questions
Does Stein Sperling Bennett de Jong Driscoll match 401(k) contributions?
The match terms for the Stein Sperling Bennett de Jong Driscoll PC 401(k) Plan have not been published from its filing yet. The plan year 2024 filing reports $1.1M in employer contributions, about $5,826 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Stein Sperling Bennett de Jong Driscoll 401(k) match vested?
The vesting schedule for the Stein Sperling Bennett de Jong Driscoll PC 401(k) Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Stein Sperling Bennett de Jong Driscoll 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Nationwide Insurance. The plan administrator is Stein Sperling Bennett de Jong Driscoll PC.
I left Stein Sperling Bennett de Jong Driscoll. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Stein Sperling Bennett de Jong Driscoll PC, (301) 838-3339) or the recordkeeper, Nationwide Insurance. The Stein Sperling Bennett de Jong Driscoll old 401(k) page lists the contacts from every plan filing. Find an old Stein Sperling Bennett de Jong Driscoll 401(k)
Data from the public Form 5500 annual reports Stein Sperling Bennett de Jong Driscoll 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 Stein Sperling Bennett de Jong Driscoll. Not financial advice. Report a correction · Methodology