Sullivan & Worcester 401(k) match, vesting and fees
What Sullivan & Worcester'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 | Schwab Retirement Plan Services,inc | Schedule C ↗ |
| Independent auditor | Cbiz Cpas P.C. (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.
| Sullivan & Worcester: employer contribution per participant | $744 | |
| Peer median | $2,521 |
| Sullivan & Worcester: average balance | $425,672 | |
| Peer median | $75,833 |
| Sullivan & Worcester: admin expenses ÷ assets | 0.08% | |
| 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 $118M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 285 | $118M | $206K | $744 | 0.08% | Not published | Form 5500 ↗ |
| 2023 | 287 | $108M | $185K | $655 | 0.07% | Not published | Form 5500 ↗ |
| 2022 | 297 | $102M | $196K | $664 | 0.09% | Not published | Form 5500 ↗ |
| 2021 | 303 | $125M | $169K | $577 | 0.13% | Not published | Form 5500 ↗ |
Other Sullivan & Worcester plans (2)
Each plan files its own Form 5500. Figures are from each plan's latest filing.
Sullivan & Worcester LLP Savings and Investment Plan for Associates
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 | Schwab Retirement Plan Services,inc | Schedule C ↗ |
| Independent auditor | Cbiz Cpas P.C. (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
Sullivan & Worcester LLP Retirement 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.
| Recordkeeper | Schwab Retirement Plan Services,inc | 2023 Schedule C ↗ |
| Independent auditor | Cbiz Cpas P.C. (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | Retirement · Active | Form 5500 ↗ |
The recordkeeper is from the plan year 2023 filing, the latest that names one. The other rows are from the plan year 2024 filing.
Common questions
Does Sullivan & Worcester match 401(k) contributions?
The match terms for the Sullivan & Worcester LLP Savings and Investment Plan have not been published from its filing yet. The plan year 2024 filing reports $206K in employer contributions, about $744 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Sullivan & Worcester 401(k) match vested?
The vesting schedule for the Sullivan & Worcester LLP Savings and Investment Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Sullivan & Worcester 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Schwab Retirement Plan Services,inc. The plan administrator is Retirement Plan & Benefits Committee.
I left Sullivan & Worcester. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Retirement Plan & Benefits Committee, (617) 338-2800) or the recordkeeper, Schwab Retirement Plan Services,inc. The Sullivan & Worcester old 401(k) page lists the contacts from every plan filing. Find an old Sullivan & Worcester 401(k)
Data from the public Form 5500 annual reports Sullivan & Worcester 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 Sullivan & Worcester. Not financial advice. Report a correction · Methodology