A.W. Holdings LLC D/B/A Benchmark Human Services 401(k) match, vesting and fees
What A.W. Holdings LLC D/B/A Benchmark Human Services' 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 | Forvis Mazars LLP (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
How the plan compares
Plan year 2024 medians for 1,281 defined-contribution plans in health care and social assistance with 1,000 to 4,999 participants.
| A.W. Holdings LLC D/B/A Benchmark Human Services: employer contribution per participant | $1,544 | |
| Peer median | $1,358 |
| A.W. Holdings LLC D/B/A Benchmark Human Services: average balance | $27,989 | |
| Peer median | $44,442 |
| A.W. Holdings LLC D/B/A Benchmark Human Services: admin expenses ÷ assets | 0.53% | |
| Peer median | 0.21% |
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 $26.6M at the end of plan year 2021 to $35.4M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 2,730 | $35.4M | $1.9M | $1,544 | 0.53% | Not published | Form 5500 ↗ |
| 2023 | 2,237 | $30.1M | $1.5M | $1,240 | 0.66% | Not published | Form 5500 ↗ |
| 2022 | 2,014 | $25.4M | $1.3M | $1,071 | 0.62% | Not published | Form 5500 ↗ |
| 2021 | 2,013 | $26.6M | $1.3M | $1,150 | 0.59% | Not published | Form 5500 ↗ |
Other A.W. Holdings LLC D/B/A Benchmark Human Services plans (2)
Each plan files its own Form 5500. Figures are from each plan's latest filing.
403(b) Plan for the Employees of Anthony Wayne Rehabilitation Center
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.
| Plan type and status | 403(b) · Active | Form 5500 ↗ |
Anthony Wayne Rehabilitation Center Mppp
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.
| Plan type and status | Profit-sharing · Active | Form 5500 ↗ |
Common questions
Does A.W. Holdings LLC D/B/A Benchmark Human Services match 401(k) contributions?
The match terms for the Aws 401(k) Profit Sharing Plan have not been published from its filing yet. The plan year 2024 filing reports $1.9M in employer contributions, about $1,544 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the A.W. Holdings LLC D/B/A Benchmark Human Services 401(k) match vested?
The vesting schedule for the Aws 401(k) Profit Sharing Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the A.W. Holdings LLC D/B/A Benchmark Human Services 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Schwab Retirement Plan Services,inc. The plan administrator is A.W. Holdings LLC D/B/A Benchmark Human Services.
I left A.W. Holdings LLC D/B/A Benchmark Human Services. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (A.W. Holdings LLC D/B/A Benchmark Human Services, (260) 744-6145) or the recordkeeper, Schwab Retirement Plan Services,inc. The A.W. Holdings LLC D/B/A Benchmark Human Services old 401(k) page lists the contacts from every plan filing. Find an old A.W. Holdings LLC D/B/A Benchmark Human Services 401(k)
Data from the public Form 5500 annual reports A.W. Holdings LLC D/B/A Benchmark Human Services filed with the U.S. Department of Labor (plan years 2021 and 2022 and 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.W. Holdings LLC D/B/A Benchmark Human Services. Not financial advice. Report a correction · Methodology