Symmes Maini & McKee Assoc 401(k) match, vesting and fees
What Symmes Maini & McKee Assoc'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 Insurance Company | Schedule C ↗ |
| Independent auditor | King Mcnamara and Moriarty LLP (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
How the plan compares
Plan year 2025 medians for 3,569 defined-contribution plans in professional, scientific, and technical services with 100 to 499 participants.
| Symmes Maini & McKee Assoc: employer contribution per participant | $3,215 | |
| Peer median | $2,719 |
| Symmes Maini & McKee Assoc: average balance | $252,534 | |
| Peer median | $85,424 |
| Symmes Maini & McKee Assoc: admin expenses ÷ assets | <0.01% | |
| 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 $55M at the end of plan year 2021 to $72.2M at the end of plan year 2025.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2025 | 291 | $72.2M | $920K | $3,215 | <0.01% | Not published | Form 5500 ↗ |
| 2024 | 286 | $63.2M | $867K | $3,041 | 0.15% | Not published | Form 5500 ↗ |
| 2023 | 277 | $56M | $1.2M | $4,413 | <0.01% | Not published | Form 5500 ↗ |
| 2022 | 285 | $47.3M | $778K | $2,740 | <0.01% | Not published | Form 5500 ↗ |
| 2021 | 260 | $55M | $769K | $2,981 | <0.01% | Not published | Form 5500 ↗ |
Other Symmes Maini & McKee Assoc plans (1)
Each plan files its own Form 5500. Figures are from each plan's latest filing.
Symmes Maini & Mckee Associates, Inc. Employee Stock Ownership 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.
| Independent auditor | King, Mcnamara & Moriarty (unmodified opinion) | Schedule H ↗ |
| Plan type and status | Retirement · Active | Form 5500 ↗ |
Common questions
Does Symmes Maini & McKee Assoc match 401(k) contributions?
The match terms for the Symmes, Maini & Mckee Associates, Inc. 401k Plan have not been published from its filing yet. The plan year 2025 filing reports $920K in employer contributions, about $3,215 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Symmes Maini & McKee Assoc 401(k) match vested?
The vesting schedule for the Symmes, Maini & Mckee Associates, Inc. 401k Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Symmes Maini & McKee Assoc 401(k)?
The recordkeeper listed on Schedule C of the plan year 2025 filing is Empower Annuity Insurance Company. The plan administrator is Symmes Maini & Mckee Assoc. Inc..
I left Symmes Maini & McKee Assoc. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Symmes Maini & Mckee Assoc. Inc., (617) 520-9206) or the recordkeeper, Empower Annuity Insurance Company. The Symmes Maini & McKee Assoc old 401(k) page lists the contacts from every plan filing. Find an old Symmes Maini & McKee Assoc 401(k)
Data from the public Form 5500 annual reports Symmes Maini & McKee Assoc filed with the U.S. Department of Labor (plan years 2021 and 2022 and 2023 and 2024 and 2025) 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 Symmes Maini & McKee Assoc. Not financial advice. Report a correction · Methodology