Sughrue Mion 401(k) match, vesting and fees
What Sughrue Mion'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 | John Hancock Retirement Plan Svcs. | Schedule C ↗ |
| Independent auditor | Baker Tilly US 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.
| Sughrue Mion: employer contribution per participant | $11,240 | |
| Peer median | $2,521 |
| Sughrue Mion: average balance | $494,190 | |
| Peer median | $75,833 |
| Sughrue Mion: admin expenses ÷ assets | 0.13% | |
| 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 $125M at the end of plan year 2021 to $130M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 276 | $130M | $3M | $11,240 | 0.13% | Not published | Form 5500 ↗ |
| 2023 | 292 | $112M | $2.6M | $9,209 | 0.13% | Not published | Form 5500 ↗ |
| 2022 | 292 | $93.7M | $2.5M | $9,135 | 0.13% | Not published | Form 5500 ↗ |
| 2021 | 272 | $125M | $2.1M | $8,250 | 0.13% | Not published | Form 5500 ↗ |
Common questions
Does Sughrue Mion match 401(k) contributions?
The match terms for the Sughrue Mion, PLLC 401(k) Plan have not been published from its filing yet. The plan year 2024 filing reports $3M in employer contributions, about $11,240 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Sughrue Mion 401(k) match vested?
The vesting schedule for the Sughrue Mion, PLLC 401(k) Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Sughrue Mion 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is John Hancock Retirement Plan Svcs.. The plan administrator is Sughrue Mion, PLLC.
I left Sughrue Mion. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Sughrue Mion, PLLC, (202) 663-7423) or the recordkeeper, John Hancock Retirement Plan Svcs.. The Sughrue Mion old 401(k) page lists the contacts from every plan filing. Find an old Sughrue Mion 401(k)
Data from the public Form 5500 annual reports Sughrue Mion 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 Sughrue Mion. Not financial advice. Report a correction · Methodology