AAA Central Penn 401(k) match, vesting and fees
What AAA Central Penn'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 | Letort Management & Trust Co. | Schedule C ↗ |
| Independent auditor | Rkl 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 2,561 defined-contribution plans in other services with 100 to 499 participants.
| AAA Central Penn: employer contribution per participant | $1,941 | |
| Peer median | $1,803 |
| AAA Central Penn: average balance | $110,104 | |
| Peer median | $48,934 |
| AAA Central Penn: admin expenses ÷ assets | 0.30% | |
| Peer median | 0.31% |
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 $27.9M at the end of plan year 2021 to $29.5M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 290 | $29.5M | $520K | $1,941 | 0.30% | Not published | Form 5500 ↗ |
| 2023 | 290 | $27.6M | $458K | $1,736 | 0.30% | Not published | Form 5500 ↗ |
| 2022 | 279 | $24.4M | $431K | $1,671 | 0.29% | Not published | Form 5500 ↗ |
| 2021 | 276 | $27.9M | $417K | $1,637 | 0.29% | Not published | Form 5500 ↗ |
Common questions
Does AAA Central Penn match 401(k) contributions?
The match terms for the Aaa Central Penn 401k Plan have not been published from its filing yet. The plan year 2024 filing reports $520K in employer contributions, about $1,941 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the AAA Central Penn 401(k) match vested?
The vesting schedule for the Aaa Central Penn 401k Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the AAA Central Penn 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Letort Management & Trust Co.. The plan administrator is Aaa Central Penn.
I left AAA Central Penn. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Aaa Central Penn, (717) 657-2244) or the recordkeeper, Letort Management & Trust Co.. The AAA Central Penn old 401(k) page lists the contacts from every plan filing. Find an old AAA Central Penn 401(k)
Data from the public Form 5500 annual reports AAA Central Penn 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 AAA Central Penn. Not financial advice. Report a correction · Methodology