Williams Mullen Clark & Dobbins 401(k) match, vesting and fees
What Williams Mullen Clark & Dobbins' 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 | Empower Annuity Insurance Company | Schedule C ↗ |
| Independent auditor | Forvis Mazars, LLP (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
How the plan compares
Plan year 2024 medians for 1,287 defined-contribution plans in professional, scientific, and technical services with 500 to 999 participants.
| Williams Mullen Clark & Dobbins: employer contribution per participant | $11,086 | |
| Peer median | $2,600 |
| Williams Mullen Clark & Dobbins: average balance | $527,151 | |
| Peer median | $84,124 |
| Williams Mullen Clark & Dobbins: admin expenses ÷ assets | 0.06% | |
| Peer median | 0.17% |
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 $277M at the end of plan year 2021 to $284M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 541 | $284M | $6M | $11,086 | 0.06% | Not published | Form 5500 ↗ |
| 2023 | 540 | $246M | $5.6M | $10,488 | 0.06% | Not published | Form 5500 ↗ |
| 2022 | 517 | $216M | $5.4M | $10,582 | 0.07% | Not published | Form 5500 ↗ |
| 2021 | 521 | $277M | $5M | $9,804 | 0.05% | Not published | Form 5500 ↗ |
Other Williams Mullen Clark & Dobbins plans (2)
Each plan files its own Form 5500. Figures are from each plan's latest filing.
Williams Mullen Clark & Dobbins 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 ↗ |
Williams Mullen Cash Balance Plan for Common Shareholders
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 | Pension (defined benefit) · Active | Form 5500 ↗ |
Common questions
Does Williams Mullen Clark & Dobbins match 401(k) contributions?
The match terms for the Williams Mullen Clark & Dobbins 401(k) Retirement Plan have not been published from its filing yet. The plan year 2024 filing reports $6M in employer contributions, about $11,086 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Williams Mullen Clark & Dobbins 401(k) match vested?
The vesting schedule for the Williams Mullen Clark & Dobbins 401(k) Retirement Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Williams Mullen Clark & Dobbins 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Empower Annuity Insurance Company. The plan administrator is Williams Mullen Clark & Dobbins P.C..
I left Williams Mullen Clark & Dobbins. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Williams Mullen Clark & Dobbins P.C., (804) 420-6301) or the recordkeeper, Empower Annuity Insurance Company. The Williams Mullen Clark & Dobbins old 401(k) page lists the contacts from every plan filing. Find an old Williams Mullen Clark & Dobbins 401(k)
Data from the public Form 5500 annual reports Williams Mullen Clark & Dobbins 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 Mullen Clark & Dobbins. Not financial advice. Report a correction · Methodology