Van Ness Feldman 401(k) match, vesting and fees
What Van Ness Feldman'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 | Transamerica Retirement Solutions | 2023 Schedule C ↗ |
| Independent auditor | Adeptus Partners LLC (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
The recordkeeper is from the plan year 2023 filing, the latest that names one. The other rows are from the plan year 2024 filing.
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 Ness Feldman: employer contribution per participant | $3,067 | |
| Peer median | $2,521 |
| Van Ness Feldman: average balance | $391,387 | |
| Peer median | $75,833 |
| Van Ness Feldman: admin expenses ÷ assets | 0.02% | |
| 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 $91.5M at the end of plan year 2021 to $85.3M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 222 | $85.3M | $669K | $3,067 | 0.02% | Not published | Form 5500 ↗ |
| 2023 | 222 | $82.1M | $564K | $2,542 | 0.18% | Not published | Form 5500 ↗ |
| 2022 | 250 | $73.9M | $566K | $2,263 | 0.10% | Not published | Form 5500 ↗ |
| 2021 | 245 | $91.5M | $729K | $2,977 | 0.11% | Not published | Form 5500 ↗ |
Common questions
Does Van Ness Feldman match 401(k) contributions?
The match terms for the Van Ness Feldman Employees' Retirement Plan have not been published from its filing yet. The plan year 2024 filing reports $669K in employer contributions, about $3,067 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Van Ness Feldman 401(k) match vested?
The vesting schedule for the Van Ness Feldman Employees' Retirement Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Van Ness Feldman 401(k)?
The recordkeeper listed on Schedule C of the plan year 2023 filing is Transamerica Retirement Solutions. The plan administrator is Van Ness Feldman, LLP.
I left Van Ness Feldman. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Van Ness Feldman, LLP, (202) 298-1800) or the recordkeeper, Transamerica Retirement Solutions. The Van Ness Feldman old 401(k) page lists the contacts from every plan filing. Find an old Van Ness Feldman 401(k)
Data from the public Form 5500 annual reports Van Ness Feldman 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 Ness Feldman. Not financial advice. Report a correction · Methodology