Taft Stettinius & Hollister 401(k) match, vesting and fees
What Taft Stettinius & Hollister'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 | Katz, Sapper & Miller LLP (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
| Late participant contributions | Reported on the filing | Schedule H ↗ |
How the plan compares
Plan year 2024 medians for 1,087 defined-contribution plans in professional, scientific, and technical services with 1,000 to 4,999 participants.
| Taft Stettinius & Hollister: employer contribution per participant | $14,066 | |
| Peer median | $2,556 |
| Taft Stettinius & Hollister: average balance | $469,777 | |
| Peer median | $100,166 |
| Taft Stettinius & Hollister: admin expenses ÷ assets | 0.04% | |
| Peer median | 0.11% |
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 $569M at the end of plan year 2021 to $849M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 1,854 | $849M | $25.4M | $14,066 | 0.04% | Not published | Form 5500 ↗ |
| 2023 | 1,609 | $746M | $18.4M | $11,850 | 0.05% | Not published | Form 5500 ↗ |
| 2022 | 1,486 | $519M | $7.7M | $5,449 | 0.05% | Not published | Form 5500 ↗ |
| 2021 | 1,164 | $569M | $7.1M | $6,302 | 0.06% | Not published | Form 5500 ↗ |
Other Taft Stettinius & Hollister plans (7)
Each plan files its own Form 5500. Figures are from each plan's latest filing.
Taft Stettinius & Hollister LLP Retirement Plan for Partners
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 | Katz, Sapper & Miller LLP (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | Pension (defined benefit) · Active | Form 5500 ↗ |
Taft Stettinius & Hollister LLP Thrift Savings & Retirement Plan - Plan 2
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 | Katz, Sapper & Miller LLP (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Terminated (final filing) | Form 5500 ↗ |
Jaffe, Raitt, Heuer & Weiss, Professional Corporation Retirement Plan and Trust
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 | Principal Life Insurance Company | Schedule C ↗ |
| Independent auditor | Yeo & Yeo PC (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Terminated (final filing) | Form 5500 ↗ |
| Late participant contributions | Reported on the filing | Schedule H ↗ |
Mrachek, Fitzgerald, Rose, Konopka, Thomas & Weiss 401k 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.
| Plan type and status | 401(k) · Terminated (final filing) | Form 5500 ↗ |
Taft Stettinius & Hollister LLP Retirement Plan for Partners - Plan 2
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 | Katz, Sapper & Miller LLP (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | Pension (defined benefit) · Terminated (final filing) | Form 5500 ↗ |
Sherman & Howard Equity Member Cash Balance Plan a
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.
| Plan type and status | Pension (defined benefit) · Terminated (final filing) | Form 5500 ↗ |
Sherman & Howard Equity Member Cash Balance Plan B
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.
| Plan type and status | Pension (defined benefit) · Terminated (final filing) | Form 5500 ↗ |
Common questions
Does Taft Stettinius & Hollister match 401(k) contributions?
The match terms for the Taft Stettinius & Hollister LLP Thrift Savings & Retirement Plan have not been published from its filing yet. The plan year 2024 filing reports $25.4M in employer contributions, about $14,066 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Taft Stettinius & Hollister 401(k) match vested?
The vesting schedule for the Taft Stettinius & Hollister LLP Thrift Savings & Retirement Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Taft Stettinius & Hollister 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Empower Annuity Insurance Company. The plan administrator is Taft Stettinius & Hollister LLP.
I left Taft Stettinius & Hollister. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Taft Stettinius & Hollister LLP, (513) 381-2838) or the recordkeeper, Empower Annuity Insurance Company. The Taft Stettinius & Hollister old 401(k) page lists the contacts from every plan filing. Find an old Taft Stettinius & Hollister 401(k)
Data from the public Form 5500 annual reports Taft Stettinius & Hollister 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 Taft Stettinius & Hollister. Not financial advice. Report a correction · Methodology