Abbyson Living 401(k) match, vesting and fees
What Abbyson Living'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 | Caron & Bletzer PLLC (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
| Late participant contributions | Reported on the filing | Schedule H ↗ |
How the plan compares
Plan year 2024 medians for 33,160 defined-contribution plans in wholesale trade with fewer than 100 participants.
| Abbyson Living: employer contribution per participant | $1,885 | |
| Peer median | $2,314 |
| Abbyson Living: average balance | $35,922 | |
| Peer median | $76,922 |
| Abbyson Living: admin expenses ÷ assets | 0.26% | |
| Peer median | 0.42% |
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 $3.5M at the end of plan year 2023 to $3.5M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 130 | $3.5M | $183K | $1,885 | 0.26% | Not published | Form 5500 ↗ |
| 2023 | 155 | $3.5M | $109K | $1,083 | 0.11% | Not published | Form 5500 ↗ |
Common questions
Does Abbyson Living match 401(k) contributions?
The match terms for the Abbyson Living 401(k) Plan have not been published from its filing yet. The plan year 2024 filing reports $183K in employer contributions, about $1,885 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Abbyson Living 401(k) match vested?
The vesting schedule for the Abbyson Living 401(k) Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Abbyson Living 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Fidelity Investments Institutional. The plan administrator is Abbyson Living, LLC.
I left Abbyson Living. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Abbyson Living, LLC, (805) 465-5500) or the recordkeeper, Fidelity Investments Institutional. The Abbyson Living old 401(k) page lists the contacts from every plan filing. Find an old Abbyson Living 401(k)
Data from the public Form 5500 annual reports Abbyson Living 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 Abbyson Living. Not financial advice. Report a correction · Methodology