Accurate Inventory and Calculating Service 401(k) match, vesting and fees
What Accurate Inventory and Calculating Service'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 | Newport Group, Inc. | Schedule C ↗ |
| Independent auditor | Clark, Schaefer, Hackett & Co. (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
How the plan compares
Plan year 2024 medians for 1,446 defined-contribution plans in administrative, support and waste management services with 100 to 499 participants.
| Accurate Inventory and Calculating Service: employer contribution per participant | $1,855 | |
| Peer median | $1,495 |
| Accurate Inventory and Calculating Service: average balance | $91,947 | |
| Peer median | $34,563 |
| Accurate Inventory and Calculating Service: admin expenses ÷ assets | 0.32% | |
| 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 $19M at the end of plan year 2021 to $19.6M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 223 | $19.6M | $395K | $1,855 | 0.32% | Not published | Form 5500 ↗ |
| 2023 | 214 | $18.7M | $350K | $1,707 | 0.33% | Not published | Form 5500 ↗ |
| 2022 | 197 | $15.2M | $315K | $1,639 | 0.27% | Not published | Form 5500 ↗ |
| 2021 | 196 | $19M | $292K | $1,528 | 0.35% | Not published | Form 5500 ↗ |
Common questions
Does Accurate Inventory and Calculating Service match 401(k) contributions?
The match terms for the Accurate Inventory & Calculating Service Inc 401(k) Profit Sharing Plan have not been published from its filing yet. The plan year 2024 filing reports $395K in employer contributions, about $1,855 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Accurate Inventory and Calculating Service 401(k) match vested?
The vesting schedule for the Accurate Inventory & Calculating Service Inc 401(k) Profit Sharing Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Accurate Inventory and Calculating Service 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Newport Group, Inc.. The plan administrator is Accurate Inventory and Calculating Service, Inc..
I left Accurate Inventory and Calculating Service. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Accurate Inventory and Calculating Service, Inc., (614) 261-1190) or the recordkeeper, Newport Group, Inc.. The Accurate Inventory and Calculating Service old 401(k) page lists the contacts from every plan filing. Find an old Accurate Inventory and Calculating Service 401(k)
Data from the public Form 5500 annual reports Accurate Inventory and Calculating Service 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 Accurate Inventory and Calculating Service. Not financial advice. Report a correction · Methodology