Wiss 401(k) match, vesting and fees

Plan year 2025 filingDeferred Salary Profit Sharing Plan for the Employees of Wiss & Company · Plan 003 · EIN 22-1732349Updated Oct 2026

What Wiss' 401(k) plan says about matching contributions

The match terms have not been published from this plan's filing yet.
The plan year 2025 filing reports $572K in employer contributions, about $1,395 per participant. That total includes any match and profit-sharing; it is not a match formula. Plan year 2025 Form 5500 ↗
$161,600
Average account balance
423
Participants (end of year)
$66.3M
Plan assets (end of year)
0.28%
Admin expenses ÷ assets

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.

RecordkeeperEmpower Annuity Insurance Company OSchedule C ↗
Independent auditorKmco Cpas LLP (unmodified opinion, limited scope)Schedule H ↗
Plan type and status401(k) · ActiveForm 5500 ↗

How the plan compares

Plan year 2025 medians for 3,569 defined-contribution plans in professional, scientific, and technical services with 100 to 499 participants.

Wiss: employer contribution per participant$1,395
Peer median$2,719
Wiss: average balance$161,600
Peer median$85,424
Wiss: admin expenses ÷ assets0.28%
Peer median0.27%

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 $46.9M at the end of plan year 2021 to $66.3M at the end of plan year 2025.

$46.9M2021$40.1M2022$48M2023$55.2M2024$66.3M2025
End-of-year figures from each plan year's Form 5500 filing for the Wiss plan.
Plan yearParticipantsAssetsEmployer contributionsPer participantAdmin expense ratioMatch formulaFiling
2025423$66.3M$572K$1,3950.28%Not publishedForm 5500 ↗
2024412$55.2M$540K$1,3510.21%Not publishedForm 5500 ↗
2023415$48M$497K$1,2530.24%Not publishedForm 5500 ↗
2022388$40.1M$413K$1,1480.23%Not publishedForm 5500 ↗
2021343$46.9M$346K$1,0700.13%Not publishedForm 5500 ↗

Common questions

Does Wiss match 401(k) contributions?

The match terms for the Deferred Salary Profit Sharing Plan for the Employees of Wiss & Company have not been published from its filing yet. The plan year 2025 filing reports $572K in employer contributions, about $1,395 per participant. That total includes any match and profit-sharing; it is not a match formula.

When is the Wiss 401(k) match vested?

The vesting schedule for the Deferred Salary Profit Sharing Plan for the Employees of Wiss & Company is not in the data published so far. Your Summary Plan Description states it.

Who manages the Wiss 401(k)?

The recordkeeper listed on Schedule C of the plan year 2025 filing is Empower Annuity Insurance Company O. The plan administrator is Wiss & Company, LLP.

I left Wiss. How do I find my old 401(k)?

Your account stays in the plan until you move it. Contact the plan administrator (Wiss & Company, LLP, (973) 994-9400) or the recordkeeper, Empower Annuity Insurance Company O. The Wiss old 401(k) page lists the contacts from every plan filing. Find an old Wiss 401(k)

Data from the public Form 5500 annual reports Wiss filed with the U.S. Department of Labor (plan years 2021 and 2022 and 2023 and 2024 and 2025) 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 Wiss. Not financial advice. Report a correction · Methodology