Advanced Energy Industries 401(k) match, vesting and fees
What Advanced Energy Industries' 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 | Brock and Company, Cpas, P.C. (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 1,619 defined-contribution plans in manufacturing with 1,000 to 4,999 participants.
| Advanced Energy Industries: employer contribution per participant | $3,081 | |
| Peer median | $2,413 |
| Advanced Energy Industries: average balance | $160,460 | |
| Peer median | $86,456 |
| Advanced Energy Industries: admin expenses ÷ assets | 0.04% | |
| Peer median | 0.12% |
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 $233M at the end of plan year 2021 to $260M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 1,686 | $260M | $5M | $3,081 | 0.04% | Not published | Form 5500 ↗ |
| 2023 | 1,673 | $229M | $5.1M | $3,137 | 0.07% | Not published | Form 5500 ↗ |
| 2022 | 1,702 | $197M | $4.5M | $2,791 | 0.09% | Not published | Form 5500 ↗ |
| 2021 | 1,439 | $233M | $3M | $2,195 | 0.12% | Not published | Form 5500 ↗ |
Common questions
Does Advanced Energy Industries match 401(k) contributions?
The match terms for the Advanced Energy Industries, Inc. 401(k) Profit Sharing Plan have not been published from its filing yet. The plan year 2024 filing reports $5M in employer contributions, about $3,081 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Advanced Energy Industries 401(k) match vested?
The vesting schedule for the Advanced Energy Industries, Inc. 401(k) Profit Sharing Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Advanced Energy Industries 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Fidelity Investments Institutional. The plan administrator is Advanced Energy Industries, Inc..
I left Advanced Energy Industries. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Advanced Energy Industries, Inc., (970) 407-6711) or the recordkeeper, Fidelity Investments Institutional. The Advanced Energy Industries old 401(k) page lists the contacts from every plan filing. Find an old Advanced Energy Industries 401(k)
Data from the public Form 5500 annual reports Advanced Energy Industries 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 Advanced Energy Industries. Not financial advice. Report a correction · Methodology