Windels Marx Lane & Mittendorf 401(k) match, vesting and fees
What Windels Marx Lane & Mittendorf'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 | T Rowe Price Rps Inc | Schedule C ↗ |
| Independent auditor | Matthews, Panariello P.C. (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.
| Windels Marx Lane & Mittendorf: employer contribution per participant | — | |
| Peer median | $2,521 |
| Windels Marx Lane & Mittendorf: average balance | $243,810 | |
| Peer median | $75,833 |
| Windels Marx Lane & Mittendorf: admin expenses ÷ assets | 0.14% | |
| 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 $61.7M at the end of plan year 2021 to $69.2M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 300 | $69.2M | — | — | 0.14% | Not published | Form 5500 ↗ |
| 2023 | 286 | $58.4M | — | — | 0.15% | Not published | Form 5500 ↗ |
| 2022 | 274 | $48.2M | — | — | 0.15% | Not published | Form 5500 ↗ |
| 2021 | 270 | $61.7M | — | — | 0.16% | Not published | Form 5500 ↗ |
Other Windels Marx Lane & Mittendorf plans (1)
Each plan files its own Form 5500. Figures are from each plan's latest filing.
Windels Marx Lane & Mittendorf, LLP Retirement 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 | T Rowe Price Rps Inc | Schedule C ↗ |
| Independent auditor | Matthews, Panariello P.C. (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | Retirement · Active | Form 5500 ↗ |
Common questions
Does Windels Marx Lane & Mittendorf match 401(k) contributions?
The match terms for the Windels Marx Lane & Mittendorf, LLP Profit Sharing 401(k) Plan have not been published from its filing yet.
When is the Windels Marx Lane & Mittendorf 401(k) match vested?
The vesting schedule for the Windels Marx Lane & Mittendorf, LLP Profit Sharing 401(k) Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Windels Marx Lane & Mittendorf 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is T Rowe Price Rps Inc. The plan administrator is Windels Marx Lane & Mittendorf, LLP.
I left Windels Marx Lane & Mittendorf. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Windels Marx Lane & Mittendorf, LLP, (212) 237-1000) or the recordkeeper, T Rowe Price Rps Inc. The Windels Marx Lane & Mittendorf old 401(k) page lists the contacts from every plan filing. Find an old Windels Marx Lane & Mittendorf 401(k)
Data from the public Form 5500 annual reports Windels Marx Lane & Mittendorf 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 Windels Marx Lane & Mittendorf. Not financial advice. Report a correction · Methodology