Van Boerum & Frank Associates 401(k) match, vesting and fees
What Van Boerum & Frank 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 | Eide Bailly 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 9,213 defined-contribution plans in professional, scientific, and technical services with 100 to 499 participants.
| Van Boerum & Frank Associates: employer contribution per participant | $948 | |
| Peer median | $2,521 |
| Van Boerum & Frank Associates: average balance | $87,676 | |
| Peer median | $75,833 |
| Van Boerum & Frank Associates: admin expenses ÷ assets | 0.55% | |
| 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 $11.3M at the end of plan year 2021 to $10.4M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 160 | $10.4M | $113K | $948 | 0.55% | Not published | Form 5500 ↗ |
| 2023 | 179 | $10.3M | — | — | 0.44% | Not published | Form 5500 ↗ |
| 2022 | 169 | $9.6M | — | — | 1.07% | Not published | Form 5500 ↗ |
| 2021 | 164 | $11.3M | $0 | $0 | 1.13% | Not published | Form 5500 ↗ |
Other Van Boerum & Frank Associates plans (1)
Each plan files its own Form 5500. Figures are from each plan's latest filing.
Van Boerum & Frank 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 | Eide Bailly (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | Retirement · Terminated (final filing) | Form 5500 ↗ |
Common questions
Does Van Boerum & Frank Associates match 401(k) contributions?
The match terms for the Van Boerum & Frank Associates, Inc. 401(k) Profit Sharing Plan have not been published from its filing yet. The plan year 2024 filing reports $113K in employer contributions, about $948 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Van Boerum & Frank Associates 401(k) match vested?
The vesting schedule for the Van Boerum & Frank Associates, Inc. 401(k) Profit Sharing Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Van Boerum & Frank Associates 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Principal Life Insurance Company. The plan administrator is Van Boerum & Frank Associates, Inc..
I left Van Boerum & Frank Associates. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Van Boerum & Frank Associates, Inc., (801) 530-3148) or the recordkeeper, Principal Life Insurance Company. The Van Boerum & Frank Associates old 401(k) page lists the contacts from every plan filing. Find an old Van Boerum & Frank Associates 401(k)
Data from the public Form 5500 annual reports Van Boerum & Frank Associates 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 Van Boerum & Frank Associates. Not financial advice. Report a correction · Methodology