Taylor, Wellons, Politz & Duhe 401(k) match, vesting and fees
What Taylor, Wellons, Politz & Duhe'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 | Sentinel Pension LLC | Schedule C ↗ |
| Independent auditor | Kushner Lagraize, LLC (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.
| Taylor, Wellons, Politz & Duhe: employer contribution per participant | $2,912 | |
| Peer median | $2,521 |
| Taylor, Wellons, Politz & Duhe: average balance | $145,213 | |
| Peer median | $75,833 |
| Taylor, Wellons, Politz & Duhe: admin expenses ÷ assets | 0.38% | |
| 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 $16.8M at the end of plan year 2022 to $24.8M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 182 | $24.8M | $498K | $2,912 | 0.38% | Not published | Form 5500 ↗ |
| 2023 | 143 | $21.3M | $455K | $3,182 | 0.34% | Not published | 5500-SF ↗ |
| 2022 | 114 | $16.8M | $393K | $3,508 | 0.37% | Not published | 5500-SF ↗ |
Common questions
Does Taylor, Wellons, Politz & Duhe match 401(k) contributions?
The match terms for the Taylor, Wellons, Politz & Duhe LLC 401(k) Profit Sharing Plan have not been published from its filing yet. The plan year 2024 filing reports $498K in employer contributions, about $2,912 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Taylor, Wellons, Politz & Duhe 401(k) match vested?
The vesting schedule for the Taylor, Wellons, Politz & Duhe LLC 401(k) Profit Sharing Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Taylor, Wellons, Politz & Duhe 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Sentinel Pension LLC. The plan administrator is Taylor, Wellons, Politz & Duhe LLC.
I left Taylor, Wellons, Politz & Duhe. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Taylor, Wellons, Politz & Duhe LLC, (504) 525-9888) or the recordkeeper, Sentinel Pension LLC. The Taylor, Wellons, Politz & Duhe old 401(k) page lists the contacts from every plan filing. Find an old Taylor, Wellons, Politz & Duhe 401(k)
Data from the public Form 5500 annual reports Taylor, Wellons, Politz & Duhe filed with the U.S. Department of Labor (plan years 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 Taylor, Wellons, Politz & Duhe. Not financial advice. Report a correction · Methodology