Wagner, Falconer, and Judd 401(k) match, vesting and fees
What Wagner, Falconer, and Judd'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 | Decimal Inc. | Schedule C ↗ |
| Independent auditor | Pension Assurance LLP (unmodified opinion) | 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.
| Wagner, Falconer, and Judd: employer contribution per participant | $1,089 | |
| Peer median | $2,521 |
| Wagner, Falconer, and Judd: average balance | $46,506 | |
| Peer median | $75,833 |
| Wagner, Falconer, and Judd: admin expenses ÷ assets | 1.42% | |
| 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 $6M at the end of plan year 2021 to $5.6M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 131 | $5.6M | $132K | $1,089 | 1.42% | Not published | Form 5500 ↗ |
| 2023 | 123 | $5.1M | $111K | $971 | 1.38% | Not published | Form 5500 ↗ |
| 2022 | 119 | $5.3M | $122K | $1,083 | 1.32% | Not published | Form 5500 ↗ |
| 2021 | 117 | $6M | $110K | $1,035 | 1.35% | Not published | Form 5500 ↗ |
Common questions
Does Wagner, Falconer, and Judd match 401(k) contributions?
The match terms for the Wagner, Falconer, and Judd Ltd Profit Sharing Plan and Trust have not been published from its filing yet. The plan year 2024 filing reports $132K in employer contributions, about $1,089 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Wagner, Falconer, and Judd 401(k) match vested?
The vesting schedule for the Wagner, Falconer, and Judd Ltd Profit Sharing Plan and Trust is not in the data published so far. Your Summary Plan Description states it.
Who manages the Wagner, Falconer, and Judd 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Decimal Inc.. The plan administrator is Wagner, Falconer, and Judd, Ltd..
I left Wagner, Falconer, and Judd. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Wagner, Falconer, and Judd, Ltd., (612) 455-6900) or the recordkeeper, Decimal Inc.. The Wagner, Falconer, and Judd old 401(k) page lists the contacts from every plan filing. Find an old Wagner, Falconer, and Judd 401(k)
Data from the public Form 5500 annual reports Wagner, Falconer, and Judd 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 Wagner, Falconer, and Judd. Not financial advice. Report a correction · Methodology