Williams, Kastner & Gibbs 401(k) match, vesting and fees
What Williams, Kastner & Gibbs' 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 | Schwab Retirement Plan Services Inc | Schedule C ↗ |
| Independent auditor | Greenwood Ohlund (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.
| Williams, Kastner & Gibbs: employer contribution per participant | $7,518 | |
| Peer median | $2,521 |
| Williams, Kastner & Gibbs: average balance | $357,932 | |
| Peer median | $75,833 |
| Williams, Kastner & Gibbs: admin expenses ÷ assets | 0.13% | |
| 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 $60.2M at the end of plan year 2021 to $51.5M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 144 | $51.5M | $1.1M | $7,518 | 0.13% | Not published | Form 5500 ↗ |
| 2023 | 141 | $55.5M | $1M | $7,293 | 0.16% | Not published | Form 5500 ↗ |
| 2022 | 150 | $48.2M | $1.1M | $7,093 | 0.14% | Not published | Form 5500 ↗ |
| 2021 | 151 | $60.2M | $1.1M | $7,465 | 0.15% | Not published | Form 5500 ↗ |
Other Williams, Kastner & Gibbs plans (1)
Each plan files its own Form 5500. Figures are from each plan's latest filing.
Williams, Kastner & Gibbs PLLC Retirement Plan for Associates and of Counsel
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 ↗ |
Common questions
Does Williams, Kastner & Gibbs match 401(k) contributions?
The match terms for the Williams, Kastner & Gibbs PLLC Retirement Plan have not been published from its filing yet. The plan year 2024 filing reports $1.1M in employer contributions, about $7,518 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Williams, Kastner & Gibbs 401(k) match vested?
The vesting schedule for the Williams, Kastner & Gibbs PLLC Retirement Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Williams, Kastner & Gibbs 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Schwab Retirement Plan Services Inc. The plan administrator is Williams, Kastner & Gibbs PLLC.
I left Williams, Kastner & Gibbs. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Williams, Kastner & Gibbs PLLC, (206) 628-6600) or the recordkeeper, Schwab Retirement Plan Services Inc. The Williams, Kastner & Gibbs old 401(k) page lists the contacts from every plan filing. Find an old Williams, Kastner & Gibbs 401(k)
Data from the public Form 5500 annual reports Williams, Kastner & Gibbs 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 Williams, Kastner & Gibbs. Not financial advice. Report a correction · Methodology