Woodard & Curran 401(k) match, vesting and fees
What Woodard & Curran'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 | Fidelity Investments Institutional | Schedule C ↗ |
| Independent auditor | Berry, Dunn, Mcneil & Parker (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
How the plan compares
Plan year 2024 medians for 1,088 defined-contribution plans in professional, scientific, and technical services with 1,000 to 4,999 participants.
| Woodard & Curran: employer contribution per participant | $2,284 | |
| Peer median | $2,553 |
| Woodard & Curran: average balance | $153,433 | |
| Peer median | $100,158 |
| Woodard & Curran: admin expenses ÷ assets | 0.07% | |
| Peer median | 0.11% |
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 $225M at the end of plan year 2023 to $259M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 1,749 | $259M | $3.9M | $2,284 | 0.07% | Not published | Form 5500 ↗ |
| 2023 | 1,669 | $225M | $3.6M | $2,198 | 0.08% | Not published | Form 5500 ↗ |
Common questions
Does Woodard & Curran match 401(k) contributions?
The match terms for the Woodard & Curran, Inc. 401(k) Profit Sharing Plan have not been published from its filing yet. The plan year 2024 filing reports $3.9M in employer contributions, about $2,284 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Woodard & Curran 401(k) match vested?
The vesting schedule for the Woodard & Curran, Inc. 401(k) Profit Sharing Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Woodard & Curran 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Fidelity Investments Institutional. The plan administrator is Woodard & Curran, Inc..
I left Woodard & Curran. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Woodard & Curran, Inc., (207) 558-3839) or the recordkeeper, Fidelity Investments Institutional. The Woodard & Curran old 401(k) page lists the contacts from every plan filing. Find an old Woodard & Curran 401(k)
Data from the public Form 5500 annual reports Woodard & Curran 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 Woodard & Curran. Not financial advice. Report a correction · Methodology