626 Holdings Equity 401(k) match, vesting and fees
What 626 Holdings Equity'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 | Empower Annuity Insurance Company O | Schedule C ↗ |
| Independent auditor | Assurance Dimensions (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
How the plan compares
Plan year 2025 medians for 942 defined-contribution plans in other services with 100 to 499 participants.
| 626 Holdings Equity: employer contribution per participant | $3,686 | |
| Peer median | $1,890 |
| 626 Holdings Equity: average balance | $46,043 | |
| Peer median | $56,033 |
| 626 Holdings Equity: admin expenses ÷ assets | 0.67% | |
| Peer median | 0.37% |
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 $869K at the end of plan year 2021 to $8.2M at the end of plan year 2025.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2025 | 307 | $8.2M | $660K | $3,686 | 0.67% | Not published | Form 5500 ↗ |
| 2024 | 304 | $6.3M | $584K | $3,538 | 0.77% | Not published | Form 5500 ↗ |
| 2023 | 326 | $5.4M | $624K | $3,761 | 0.68% | Not published | Form 5500 ↗ |
| 2022 | 285 | $3M | $403K | $3,009 | 0.80% | Not published | Form 5500 ↗ |
| 2021 | 180 | $869K | $253K | $3,166 | 1.73% | Not published | Form 5500 ↗ |
Common questions
Does 626 Holdings Equity match 401(k) contributions?
The match terms for the 626 Holdings Retirement Plan have not been published from its filing yet. The plan year 2025 filing reports $660K in employer contributions, about $3,686 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the 626 Holdings Equity 401(k) match vested?
The vesting schedule for the 626 Holdings Retirement Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the 626 Holdings Equity 401(k)?
The recordkeeper listed on Schedule C of the plan year 2025 filing is Empower Annuity Insurance Company O. The plan administrator is 626 Holdings Equity LLC.
I left 626 Holdings Equity. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (626 Holdings Equity LLC, (561) 249-8062) or the recordkeeper, Empower Annuity Insurance Company O. The 626 Holdings Equity old 401(k) page lists the contacts from every plan filing. Find an old 626 Holdings Equity 401(k)
Data from the public Form 5500 annual reports 626 Holdings Equity 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 626 Holdings Equity. Not financial advice. Report a correction · Methodology