West Monroe Partners 401(k) match, vesting and fees
What West Monroe Partners' 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 | Pricewaterhousecoopers 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 1,087 defined-contribution plans in professional, scientific, and technical services with 1,000 to 4,999 participants.
| West Monroe Partners: employer contribution per participant | $2,312 | |
| Peer median | $2,556 |
| West Monroe Partners: average balance | $292,913 | |
| Peer median | $100,166 |
| West Monroe Partners: admin expenses ÷ assets | 0.03% | |
| Peer median | 0.11% |
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 $646M at the end of plan year 2021 to $727M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 2,489 | $727M | $5.7M | $2,312 | 0.03% | Not published | Form 5500 ↗ |
| 2023 | 2,675 | $694M | $6.8M | $2,542 | 0.04% | Not published | Form 5500 ↗ |
| 2022 | 2,811 | $742M | $6.4M | $2,271 | 0.11% | Not published | Form 5500 ↗ |
| 2021 | 2,137 | $646M | $4.7M | $2,246 | 0.05% | Not published | Form 5500 ↗ |
Other West Monroe Partners plans (1)
Each plan files its own Form 5500. Figures are from each plan's latest filing.
West Monroe Partners, Inc. Frozen Capital Accumulation 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 | Pricewaterhousecoopers LLP (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | Profit-sharing · Active | Form 5500 ↗ |
Common questions
Does West Monroe Partners match 401(k) contributions?
The match terms for the West Monroe Partners, Inc. 401(k) Plan have not been published from its filing yet. The plan year 2024 filing reports $5.7M in employer contributions, about $2,312 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the West Monroe Partners 401(k) match vested?
The vesting schedule for the West Monroe Partners, Inc. 401(k) Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the West Monroe Partners 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Principal Life Insurance Company. The plan administrator is West Monroe Partners, Inc..
I left West Monroe Partners. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (West Monroe Partners, Inc., (312) 602-4000) or the recordkeeper, Principal Life Insurance Company. The West Monroe Partners old 401(k) page lists the contacts from every plan filing. Find an old West Monroe Partners 401(k)
Data from the public Form 5500 annual reports West Monroe Partners 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 West Monroe Partners. Not financial advice. Report a correction · Methodology