Wyrick Robbins Yates & Ponton 401(k) match, vesting and fees
What Wyrick Robbins Yates & Ponton'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 | Schwab Retirement Plan Services,inc | Schedule C ↗ |
| Independent auditor | Batchelor, Tillery & Roberts, LLP (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 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.
| Wyrick Robbins Yates & Ponton: employer contribution per participant | $12,749 | |
| Peer median | $2,719 |
| Wyrick Robbins Yates & Ponton: average balance | $501,677 | |
| Peer median | $85,424 |
| Wyrick Robbins Yates & Ponton: admin expenses ÷ assets | 0.12% | |
| 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 $84.9M at the end of plan year 2021 to $109M at the end of plan year 2025.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2025 | 224 | $109M | $2.8M | $12,749 | 0.12% | Not published | Form 5500 ↗ |
| 2024 | 228 | $102M | $2.9M | $13,109 | 0.17% | Not published | Form 5500 ↗ |
| 2023 | 217 | $87.1M | $2.5M | $11,918 | 0.17% | Not published | Form 5500 ↗ |
| 2022 | 205 | $70.4M | $2.4M | $11,623 | 0.19% | Not published | Form 5500 ↗ |
| 2021 | 221 | $84.9M | $2.3M | $11,362 | 0.23% | Not published | Form 5500 ↗ |
Common questions
Does Wyrick Robbins Yates & Ponton match 401(k) contributions?
The match terms for the Wyrick Robbins Yates & Ponton LLP 401(k) Profit Sharing Plan have not been published from its filing yet. The plan year 2025 filing reports $2.8M in employer contributions, about $12,749 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Wyrick Robbins Yates & Ponton 401(k) match vested?
The vesting schedule for the Wyrick Robbins Yates & Ponton LLP 401(k) Profit Sharing Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Wyrick Robbins Yates & Ponton 401(k)?
The recordkeeper listed on Schedule C of the plan year 2025 filing is Schwab Retirement Plan Services,inc. The plan administrator is Wyrick Robbins Yates & Ponton LLP.
I left Wyrick Robbins Yates & Ponton. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Wyrick Robbins Yates & Ponton LLP, (919) 781-4000) or the recordkeeper, Schwab Retirement Plan Services,inc. The Wyrick Robbins Yates & Ponton old 401(k) page lists the contacts from every plan filing. Find an old Wyrick Robbins Yates & Ponton 401(k)
Data from the public Form 5500 annual reports Wyrick Robbins Yates & Ponton 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 Wyrick Robbins Yates & Ponton. Not financial advice. Report a correction · Methodology