Wiggin & Dana 401(k) match, vesting and fees
What Wiggin & 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.
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
How the plan compares
Plan year 2024 medians for 173,170 defined-contribution plans in professional, scientific, and technical services with fewer than 100 participants.
| Wiggin & Dana: employer contribution per participant | — | |
| Peer median | $2,367 |
| Wiggin & Dana: average balance | $113,939 | |
| Peer median | $65,744 |
| Wiggin & Dana: admin expenses ÷ assets | 0.09% | |
| Peer median | 0.38% |
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 $10.1M at the end of plan year 2021 to $10.7M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 95 | $10.7M | — | — | 0.09% | Not published | 5500-SF ↗ |
| 2023 | 87 | $8.7M | — | — | 0.10% | Not published | 5500-SF ↗ |
| 2022 | 82 | $7.8M | — | — | 0.08% | Not published | 5500-SF ↗ |
| 2021 | 83 | $10.1M | — | — | 0.08% | Not published | 5500-SF ↗ |
Other Wiggin & Dana plans (1)
Each plan files its own Form 5500. Figures are from each plan's latest filing.
Wiggin & Dana Retirement and Savings Plan for Partners & Staff
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 | The Vanguard Group, Inc. | Schedule C ↗ |
| Independent auditor | Pricewaterhousecoopers LLP (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | Profit-sharing · Active | Form 5500 ↗ |
Common questions
Does Wiggin & Dana match 401(k) contributions?
The match terms for the Wiggin & Dana 401(k) Savings Plan for Associates have not been published from its filing yet.
When is the Wiggin & Dana 401(k) match vested?
The vesting schedule for the Wiggin & Dana 401(k) Savings Plan for Associates is not in the data published so far. Your Summary Plan Description states it.
Who manages the Wiggin & Dana 401(k)?
The filing names Wiggin & Dana LLP as plan administrator; it does not list a recordkeeper.
I left Wiggin & Dana. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Wiggin & Dana LLP, (203) 498-4400). The Wiggin & Dana old 401(k) page lists the contacts from every plan filing. Find an old Wiggin & Dana 401(k)
Data from the public Form 5500 annual reports Wiggin & Dana 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 Wiggin & Dana. Not financial advice. Report a correction · Methodology