Wilson & Company, Inc., Engineers & Architects 401(k) match, vesting and fees
What Wilson & Company, Inc., Engineers & Architects' 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 | Baker Tilly US, 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 1,284 defined-contribution plans in professional, scientific, and technical services with 500 to 999 participants.
| Wilson & Company, Inc., Engineers & Architects: employer contribution per participant | $1,942 | |
| Peer median | $2,610 |
| Wilson & Company, Inc., Engineers & Architects: average balance | $124,799 | |
| Peer median | $84,018 |
| Wilson & Company, Inc., Engineers & Architects: admin expenses ÷ assets | 0.16% | |
| 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 $96.1M at the end of plan year 2023 to $110M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 903 | $110M | $1.7M | $1,942 | 0.16% | Not published | Form 5500 ↗ |
| 2023 | 935 | $96.1M | $1.6M | $1,799 | 0.11% | Not published | Form 5500 ↗ |
Common questions
Does Wilson & Company, Inc., Engineers & Architects match 401(k) contributions?
The match terms for the Wilson & Company 401(k) Plan have not been published from its filing yet. The plan year 2024 filing reports $1.7M in employer contributions, about $1,942 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Wilson & Company, Inc., Engineers & Architects 401(k) match vested?
The vesting schedule for the Wilson & Company 401(k) Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Wilson & Company, Inc., Engineers & Architects 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Empower Annuity Insurance Company. The plan administrator is Wilson & Company, Inc., Engineers & Architects.
I left Wilson & Company, Inc., Engineers & Architects. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Wilson & Company, Inc., Engineers & Architects, (505) 348-4194) or the recordkeeper, Empower Annuity Insurance Company. The Wilson & Company, Inc., Engineers & Architects old 401(k) page lists the contacts from every plan filing. Find an old Wilson & Company, Inc., Engineers & Architects 401(k)
Data from the public Form 5500 annual reports Wilson & Company, Inc., Engineers & Architects filed with the U.S. Department of Labor (plan years 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 Wilson & Company, Inc., Engineers & Architects. Not financial advice. Report a correction · Methodology