Adams & Associates 401(k) match, vesting and fees
What Adams & Associates' 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 | Principal Life Insurance Company | Schedule C ↗ |
| Independent auditor | Eide Bailly 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 441 defined-contribution plans in educational services with 1,000 to 4,999 participants.
| Adams & Associates: employer contribution per participant | $1,873 | |
| Peer median | $2,130 |
| Adams & Associates: average balance | $24,814 | |
| Peer median | $126,258 |
| Adams & Associates: admin expenses ÷ assets | 0.68% | |
| Peer median | 0.07% |
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 $32.5M at the end of plan year 2021 to $36.1M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 2,199 | $36.1M | $2.7M | $1,873 | 0.68% | Not published | Form 5500 ↗ |
| 2023 | 2,886 | $32.4M | $3.8M | $2,665 | 0.68% | Not published | Form 5500 ↗ |
| 2022 | 3,238 | $27.8M | $943K | $838 | 0.55% | Not published | Form 5500 ↗ |
| 2021 | 2,960 | $32.5M | $957K | $1,281 | 0.64% | Not published | Form 5500 ↗ |
Other Adams & Associates plans (2)
Each plan files its own Form 5500. Figures are from each plan's latest filing.
Adams and Associates, Inc. Employee Stock Ownership Plan
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.
| Independent auditor | Eide Bailly LLP (unmodified opinion) | Schedule H ↗ |
| Plan type and status | Retirement · Active | Form 5500 ↗ |
Adams and Associates, Inc Salary Savings Plan
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 | Retirement · Active | Form 5500 ↗ |
Common questions
Does Adams & Associates match 401(k) contributions?
The match terms for the Adams and Associates 401(k) Savings Plan have not been published from its filing yet. The plan year 2024 filing reports $2.7M in employer contributions, about $1,873 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Adams & Associates 401(k) match vested?
The vesting schedule for the Adams and Associates 401(k) Savings Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Adams & Associates 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Principal Life Insurance Company. The plan administrator is Adams and Associates, Inc..
I left Adams & Associates. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Adams and Associates, Inc., (775) 348-0900) or the recordkeeper, Principal Life Insurance Company. The Adams & Associates old 401(k) page lists the contacts from every plan filing. Find an old Adams & Associates 401(k)
Data from the public Form 5500 annual reports Adams & Associates filed with the U.S. Department of Labor (plan years 2021 and 2022 and 2023 and 2024 and 2025) 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 Adams & Associates. Not financial advice. Report a correction · Methodology