SWBR Architecture, Engineering & Landscape Architecture, D.P.C. 401(k) match, vesting and fees
What SWBR Architecture, Engineering & Landscape Architecture, D.P.C.'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 | Bpas | Schedule C ↗ |
| Independent auditor | Dannible & Mckee, 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.
| SWBR Architecture, Engineering & Landscape Architecture, D.P.C.: employer contribution per participant | $3,483 | |
| Peer median | $2,521 |
| SWBR Architecture, Engineering & Landscape Architecture, D.P.C.: average balance | $180,879 | |
| Peer median | $75,833 |
| SWBR Architecture, Engineering & Landscape Architecture, D.P.C.: admin expenses ÷ assets | 0.09% | |
| 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 $21.5M at the end of plan year 2021 to $25.1M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 154 | $25.1M | $484K | $3,483 | 0.09% | Not published | Form 5500 ↗ |
| 2023 | 141 | $22.1M | $123K | $951 | 0.08% | Not published | Form 5500 ↗ |
| 2022 | 130 | $18.7M | $118K | $982 | 0.08% | Not published | Form 5500 ↗ |
| 2021 | 125 | $21.5M | $871K | $7,571 | 0.08% | Not published | Form 5500 ↗ |
Common questions
Does SWBR Architecture, Engineering & Landscape Architecture, D.P.C. match 401(k) contributions?
The match terms for the Swbr Architecture, Engineering & Landscape Architecture, D.P.C. 401(k) Profit Sharing Plan have not been published from its filing yet. The plan year 2024 filing reports $484K in employer contributions, about $3,483 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the SWBR Architecture, Engineering & Landscape Architecture, D.P.C. 401(k) match vested?
The vesting schedule for the Swbr Architecture, Engineering & Landscape Architecture, D.P.C. 401(k) Profit Sharing Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the SWBR Architecture, Engineering & Landscape Architecture, D.P.C. 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Bpas. The plan administrator is Swbr Architecture, Engineering & Landscape Architecture, D.P.C..
I left SWBR Architecture, Engineering & Landscape Architecture, D.P.C.. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Swbr Architecture, Engineering & Landscape Architecture, D.P.C., (585) 232-8300) or the recordkeeper, Bpas. The SWBR Architecture, Engineering & Landscape Architecture, D.P.C. old 401(k) page lists the contacts from every plan filing. Find an old SWBR Architecture, Engineering & Landscape Architecture, D.P.C. 401(k)
Data from the public Form 5500 annual reports SWBR Architecture, Engineering & Landscape Architecture, D.P.C. 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 SWBR Architecture, Engineering & Landscape Architecture, D.P.C.. Not financial advice. Report a correction · Methodology