Verrill Dana 401(k) match, vesting and fees
What Verrill Dana'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 | Fidelity Investments Institutional | Schedule C ↗ |
| Independent auditor | Baker Newman Noyes, 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 9,226 defined-contribution plans in professional, scientific, and technical services with 100 to 499 participants.
| Verrill Dana: employer contribution per participant | $4,277 | |
| Peer median | $2,519 |
| Verrill Dana: average balance | $266,069 | |
| Peer median | $75,638 |
| Verrill Dana: admin expenses ÷ assets | 0.06% | |
| 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 $76M at the end of plan year 2023 to $89.1M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 352 | $89.1M | $1.4M | $4,277 | 0.06% | Not published | Form 5500 ↗ |
| 2023 | 355 | $76M | $1.4M | $4,097 | 0.08% | Not published | Form 5500 ↗ |
Other Verrill Dana plans (1)
Each plan files its own Form 5500. Figures are from each plan's latest filing.
Verrill Dana LLP Pension 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.
| Recordkeeper | Fidelity Invesments Institutional | Schedule C ↗ |
| Independent auditor | Baker Newman Noyes, LLC (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | Retirement · Active | Form 5500 ↗ |
Common questions
Does Verrill Dana match 401(k) contributions?
The match terms for the Verrill Dana LLP 401(k) Savings Plan have not been published from its filing yet. The plan year 2024 filing reports $1.4M in employer contributions, about $4,277 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Verrill Dana 401(k) match vested?
The vesting schedule for the Verrill Dana LLP 401(k) Savings Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Verrill Dana 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Fidelity Investments Institutional. The plan administrator is Verrill Dana, LLP.
I left Verrill Dana. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Verrill Dana, LLP, (207) 774-4000) or the recordkeeper, Fidelity Investments Institutional. The Verrill Dana old 401(k) page lists the contacts from every plan filing. Find an old Verrill Dana 401(k)
Data from the public Form 5500 annual reports Verrill Dana filed with the U.S. Department of Labor (plan years 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 Verrill Dana. Not financial advice. Report a correction · Methodology