Tolleson Wealth Management 401(k) match, vesting and fees
What Tolleson Wealth Management'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 | Tri-Ad Actuaries, Inc. | Schedule C ↗ |
| Independent auditor | Grant Thornton 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 3,409 defined-contribution plans in finance and insurance with 100 to 499 participants.
| Tolleson Wealth Management: employer contribution per participant | $4,609 | |
| Peer median | $2,868 |
| Tolleson Wealth Management: average balance | $120,619 | |
| Peer median | $95,281 |
| Tolleson Wealth Management: admin expenses ÷ assets | 0.02% | |
| Peer median | 0.22% |
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 $26.8M at the end of plan year 2021 to $34.7M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 290 | $34.7M | $1.3M | $4,609 | 0.02% | Not published | Form 5500 ↗ |
| 2023 | 304 | $29.5M | $1.3M | $4,361 | 0.02% | Not published | Form 5500 ↗ |
| 2022 | 302 | $24.4M | $1.2M | $3,875 | <0.01% | Not published | Form 5500 ↗ |
| 2021 | 254 | $26.8M | $585K | $2,321 | <0.01% | Not published | Form 5500 ↗ |
Common questions
Does Tolleson Wealth Management match 401(k) contributions?
The match terms for the Tolleson Wealth Management 401(k) Plan have not been published from its filing yet. The plan year 2024 filing reports $1.3M in employer contributions, about $4,609 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Tolleson Wealth Management 401(k) match vested?
The vesting schedule for the Tolleson Wealth Management 401(k) Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Tolleson Wealth Management 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Tri-Ad Actuaries, Inc.. The plan administrator is Tolleson Wealth Management, Inc..
I left Tolleson Wealth Management. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Tolleson Wealth Management, Inc., (214) 252-3250) or the recordkeeper, Tri-Ad Actuaries, Inc.. The Tolleson Wealth Management old 401(k) page lists the contacts from every plan filing. Find an old Tolleson Wealth Management 401(k)
Data from the public Form 5500 annual reports Tolleson Wealth Management 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 Tolleson Wealth Management. Not financial advice. Report a correction · Methodology