Sweeney Conrad, P.S. 401(k) match, vesting and fees
What Sweeney Conrad, P.S.'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 | Empower Annuity Ins Comp of America | Schedule C ↗ |
| Independent auditor | Bdg Cpas (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.
| Sweeney Conrad, P.S.: employer contribution per participant | $4,824 | |
| Peer median | $2,521 |
| Sweeney Conrad, P.S.: average balance | $168,946 | |
| Peer median | $75,833 |
| Sweeney Conrad, P.S.: 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 $27.5M at the end of plan year 2021 to $27.7M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 171 | $27.7M | $791K | $4,824 | 0.09% | Not published | Form 5500 ↗ |
| 2023 | 156 | $28.3M | $682K | $4,371 | 0.10% | Not published | Form 5500 ↗ |
| 2022 | 134 | $24.3M | $632K | $4,716 | 0.11% | Not published | Form 5500 ↗ |
| 2021 | 130 | $27.5M | $537K | $4,130 | 0.11% | Not published | 5500-SF ↗ |
Common questions
Does Sweeney Conrad, P.S. match 401(k) contributions?
The match terms for the Sweeney Conrad, P.S. 401(k) Savings Plan have not been published from its filing yet. The plan year 2024 filing reports $791K in employer contributions, about $4,824 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Sweeney Conrad, P.S. 401(k) match vested?
The vesting schedule for the Sweeney Conrad, P.S. 401(k) Savings Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Sweeney Conrad, P.S. 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Empower Annuity Ins Comp of America. The plan administrator is Sweeney Conrad, P.S..
I left Sweeney Conrad, P.S.. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Sweeney Conrad, P.S., (425) 629-1990) or the recordkeeper, Empower Annuity Ins Comp of America. The Sweeney Conrad, P.S. old 401(k) page lists the contacts from every plan filing. Find an old Sweeney Conrad, P.S. 401(k)
Data from the public Form 5500 annual reports Sweeney Conrad, P.S. 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 Sweeney Conrad, P.S.. Not financial advice. Report a correction · Methodology