A&A Trucking 401(k) match, vesting and fees
What A&A Trucking'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 | Rose Rock Cpas, PLLC (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
How the plan compares
Plan year 2024 medians for 17,577 defined-contribution plans in transportation and warehousing with fewer than 100 participants.
| A&A Trucking: employer contribution per participant | $1,246 | |
| Peer median | $1,490 |
| A&A Trucking: average balance | $19,534 | |
| Peer median | $29,383 |
| A&A Trucking: admin expenses ÷ assets | 1.63% | |
| Peer median | 0.51% |
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 $1.4M at the end of plan year 2023 to $1.6M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 120 | $1.6M | $105K | $1,246 | 1.63% | Not published | Form 5500 ↗ |
| 2023 | 125 | $1.4M | $61K | $593 | 0.18% | Not published | Form 5500 ↗ |
Common questions
Does A&A Trucking match 401(k) contributions?
The match terms for the A&A Trucking, Inc. / General Materials Inc. 401(k) Plan have not been published from its filing yet. The plan year 2024 filing reports $105K in employer contributions, about $1,246 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the A&A Trucking 401(k) match vested?
The vesting schedule for the A&A Trucking, Inc. / General Materials Inc. 401(k) Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the A&A Trucking 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Fidelity Investments Institutional. The plan administrator is A&A Trucking, Inc..
I left A&A Trucking. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (A&A Trucking, Inc., (405) 947-6069) or the recordkeeper, Fidelity Investments Institutional. The A&A Trucking old 401(k) page lists the contacts from every plan filing. Find an old A&A Trucking 401(k)
Data from the public Form 5500 annual reports A&A Trucking 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 A&A Trucking. Not financial advice. Report a correction · Methodology