Waldon Adelman Castilla McNamara & Prout, LLLP 401(k) match, vesting and fees
What Waldon Adelman Castilla McNamara & Prout, LLLP'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 | Capital Group Retirement Plan Serv | Schedule C ↗ |
| Independent auditor | Bennett Thrasher (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.
| Waldon Adelman Castilla McNamara & Prout, LLLP: employer contribution per participant | $3,862 | |
| Peer median | $2,521 |
| Waldon Adelman Castilla McNamara & Prout, LLLP: average balance | $119,888 | |
| Peer median | $75,833 |
| Waldon Adelman Castilla McNamara & Prout, LLLP: admin expenses ÷ assets | 0.05% | |
| 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 $11M at the end of plan year 2021 to $14.1M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 118 | $14.1M | $456K | $3,862 | 0.05% | Not published | Form 5500 ↗ |
| 2023 | 126 | $12.5M | $463K | $3,676 | 0.05% | Not published | Form 5500 ↗ |
| 2022 | 113 | $9.7M | $445K | $3,938 | 0.11% | Not published | Form 5500 ↗ |
| 2021 | 143 | $11M | $345K | $2,415 | 0.07% | Not published | Form 5500 ↗ |
Common questions
Does Waldon Adelman Castilla McNamara & Prout, LLLP match 401(k) contributions?
The match terms for the Waldon Adelman Castilla Mcnamara & Prout, Lllp Retirement Plan have not been published from its filing yet. The plan year 2024 filing reports $456K in employer contributions, about $3,862 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Waldon Adelman Castilla McNamara & Prout, LLLP 401(k) match vested?
The vesting schedule for the Waldon Adelman Castilla Mcnamara & Prout, Lllp Retirement Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Waldon Adelman Castilla McNamara & Prout, LLLP 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Capital Group Retirement Plan Serv. The plan administrator is Waldon Adelman Castilla Mcnamara & Prout, Lllp.
I left Waldon Adelman Castilla McNamara & Prout, LLLP. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Waldon Adelman Castilla Mcnamara & Prout, Lllp, (770) 953-1710) or the recordkeeper, Capital Group Retirement Plan Serv. The Waldon Adelman Castilla McNamara & Prout, LLLP old 401(k) page lists the contacts from every plan filing. Find an old Waldon Adelman Castilla McNamara & Prout, LLLP 401(k)
Data from the public Form 5500 annual reports Waldon Adelman Castilla McNamara & Prout, LLLP 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 Waldon Adelman Castilla McNamara & Prout, LLLP. Not financial advice. Report a correction · Methodology