Stradling Yocca Carlson & Rauth 401(k) match, vesting and fees
What Stradling Yocca Carlson & Rauth'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 | Oneamerica Retirement Services LLC | Schedule C ↗ |
| Independent auditor | Eide Bailly, 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.
| Stradling Yocca Carlson & Rauth: employer contribution per participant | $16,729 | |
| Peer median | $2,521 |
| Stradling Yocca Carlson & Rauth: average balance | $590,021 | |
| Peer median | $75,833 |
| Stradling Yocca Carlson & Rauth: admin expenses ÷ assets | 0.12% | |
| 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 $111M at the end of plan year 2021 to $112M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 197 | $112M | $3.2M | $16,729 | 0.12% | Not published | Form 5500 ↗ |
| 2023 | 211 | $104M | $3M | $15,320 | 0.13% | Not published | Form 5500 ↗ |
| 2022 | 199 | $93.3M | $2.9M | $15,084 | 0.18% | Not published | Form 5500 ↗ |
| 2021 | 201 | $111M | $2.7M | $13,452 | 0.19% | Not published | Form 5500 ↗ |
Other Stradling Yocca Carlson & Rauth plans (2)
Each plan files its own Form 5500. Figures are from each plan's latest filing.
Sycr 401(k) Associates 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 | 401(k) · Active | Form 5500 ↗ |
Sycr 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) · Terminated (final filing) | Form 5500 ↗ |
Common questions
Does Stradling Yocca Carlson & Rauth match 401(k) contributions?
The match terms for the Sycr 401(k) Profit Sharing Plan have not been published from its filing yet. The plan year 2024 filing reports $3.2M in employer contributions, about $16,729 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Stradling Yocca Carlson & Rauth 401(k) match vested?
The vesting schedule for the Sycr 401(k) Profit Sharing Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Stradling Yocca Carlson & Rauth 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Oneamerica Retirement Services LLC. The plan administrator is Stradling Yocca Carlson & Rauth LLP.
I left Stradling Yocca Carlson & Rauth. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Stradling Yocca Carlson & Rauth LLP, (949) 725-4000) or the recordkeeper, Oneamerica Retirement Services LLC. The Stradling Yocca Carlson & Rauth old 401(k) page lists the contacts from every plan filing. Find an old Stradling Yocca Carlson & Rauth 401(k)
Data from the public Form 5500 annual reports Stradling Yocca Carlson & Rauth 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 Stradling Yocca Carlson & Rauth. Not financial advice. Report a correction · Methodology