Toltz King Duvall Anderson and Associates 401(k) match, vesting and fees
What Toltz King Duvall Anderson and Associates' 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 | Principal Life Insurance Company | Schedule C ↗ |
| Independent auditor | Redpath and Company LLC (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
How the plan compares
Plan year 2025 medians for 329 defined-contribution plans in professional, scientific, and technical services with 500 to 999 participants.
| Toltz King Duvall Anderson and Associates: employer contribution per participant | $1,662 | |
| Peer median | $2,682 |
| Toltz King Duvall Anderson and Associates: average balance | $158,489 | |
| Peer median | $99,496 |
| Toltz King Duvall Anderson and Associates: admin expenses ÷ assets | 0.13% | |
| Peer median | 0.18% |
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 $57.1M at the end of plan year 2021 to $88.6M at the end of plan year 2025.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2025 | 571 | $88.6M | $929K | $1,662 | 0.13% | Not published | Form 5500 ↗ |
| 2024 | 536 | $71.5M | $814K | $1,578 | 0.13% | Not published | Form 5500 ↗ |
| 2023 | 492 | $59M | $706K | $1,492 | 0.13% | Not published | Form 5500 ↗ |
| 2022 | 444 | $48.1M | $622K | $1,456 | 0.15% | Not published | Form 5500 ↗ |
| 2021 | 414 | $57.1M | $547K | $1,358 | 0.21% | Not published | Form 5500 ↗ |
Other Toltz King Duvall Anderson and Associates plans (1)
Each plan files its own Form 5500. Figures are from each plan's latest filing.
Toltz King Duvall Anderson and Associates Incorpor 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 | Redpath and Company LLC (unmodified opinion) | Schedule H ↗ |
| Plan type and status | Retirement · Active | Form 5500 ↗ |
Common questions
Does Toltz King Duvall Anderson and Associates match 401(k) contributions?
The match terms for the Toltz King Duvall Anderson and Associates Incorporated 401(k) Flexible Savings Plan have not been published from its filing yet. The plan year 2025 filing reports $929K in employer contributions, about $1,662 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Toltz King Duvall Anderson and Associates 401(k) match vested?
The vesting schedule for the Toltz King Duvall Anderson and Associates Incorporated 401(k) Flexible Savings Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Toltz King Duvall Anderson and Associates 401(k)?
The recordkeeper listed on Schedule C of the plan year 2025 filing is Principal Life Insurance Company. The plan administrator is Toltz King Duvall Anderson and Associates Incorporated.
I left Toltz King Duvall Anderson and Associates. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Toltz King Duvall Anderson and Associates Incorporated, (651) 292-4400) or the recordkeeper, Principal Life Insurance Company. The Toltz King Duvall Anderson and Associates old 401(k) page lists the contacts from every plan filing. Find an old Toltz King Duvall Anderson and Associates 401(k)
Data from the public Form 5500 annual reports Toltz King Duvall Anderson and Associates 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 Toltz King Duvall Anderson and Associates. Not financial advice. Report a correction · Methodology