Whiteford, Taylor & Preston 401(k) match, vesting and fees
What Whiteford, Taylor & Preston'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 | Oneamerica Retirement Services, LLC | Schedule C ↗ |
| Independent auditor | Ellin & Tucker, Chartered (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
How the plan compares
Plan year 2024 medians for 9,213 defined-contribution plans in professional, scientific, and technical services with 100 to 499 participants.
| Whiteford, Taylor & Preston: employer contribution per participant | $1,449 | |
| Peer median | $2,521 |
| Whiteford, Taylor & Preston: average balance | $392,264 | |
| Peer median | $75,833 |
| Whiteford, Taylor & Preston: 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 $105M at the end of plan year 2021 to $110M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 357 | $110M | $406K | $1,449 | 0.02% | Not published | Form 5500 ↗ |
| 2023 | 370 | $105M | $452K | $1,569 | 0.02% | Not published | Form 5500 ↗ |
| 2022 | 348 | $89M | $457K | $1,571 | 0.02% | Not published | Form 5500 ↗ |
| 2021 | 326 | $105M | $440K | $1,548 | 0.01% | Not published | Form 5500 ↗ |
Other Whiteford, Taylor & Preston plans (2)
Each plan files its own Form 5500. Figures are from each plan's latest filing.
Whiteford, Taylor & Preston LLP Associates' 401(k) 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.
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
Whiteford, Taylor & Preston Money Purchase Pension Plan and Trust
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 | Oneamerica Retirement Services, LLC | Schedule C ↗ |
| Independent auditor | Ellin & Tucker, Chartered (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | Retirement · Active | Form 5500 ↗ |
Common questions
Does Whiteford, Taylor & Preston match 401(k) contributions?
The match terms for the Whiteford, Taylor & Preston LLP Partners & Staff 401(k) Savings Plan have not been published from its filing yet. The plan year 2024 filing reports $406K in employer contributions, about $1,449 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Whiteford, Taylor & Preston 401(k) match vested?
The vesting schedule for the Whiteford, Taylor & Preston LLP Partners & Staff 401(k) Savings Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Whiteford, Taylor & Preston 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Oneamerica Retirement Services, LLC. The plan administrator is Whiteford, Taylor & Preston, L.L.P..
I left Whiteford, Taylor & Preston. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Whiteford, Taylor & Preston, L.L.P., (410) 347-8700) or the recordkeeper, Oneamerica Retirement Services, LLC. The Whiteford, Taylor & Preston old 401(k) page lists the contacts from every plan filing. Find an old Whiteford, Taylor & Preston 401(k)
Data from the public Form 5500 annual reports Whiteford, Taylor & Preston 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 Whiteford, Taylor & Preston. Not financial advice. Report a correction · Methodology