Advantage Sales & Marketing 401(k) match, vesting and fees
What Advantage Sales & Marketing'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 | Principal Life Insurance Company | Schedule C ↗ |
| Independent auditor | Wright Ford Young & 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 93 defined-contribution plans in professional, scientific, and technical services with 10,000 to 49,999 participants.
| Advantage Sales & Marketing: employer contribution per participant | $1,088 | |
| Peer median | $2,636 |
| Advantage Sales & Marketing: average balance | $68,916 | |
| Peer median | $138,945 |
| Advantage Sales & Marketing: admin expenses ÷ assets | 0.15% | |
| Peer median | 0.05% |
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 $827M at the end of plan year 2021 to $765M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 38,285 | $765M | $12.1M | $1,088 | 0.15% | Not published | Form 5500 ↗ |
| 2023 | 35,967 | $781M | $13.5M | $1,151 | 0.16% | Not published | Form 5500 ↗ |
| 2022 | 35,723 | $690M | $12.9M | $1,095 | 0.15% | Not published | Form 5500 ↗ |
| 2021 | 37,841 | $827M | $11.6M | $962 | 0.17% | Not published | Form 5500 ↗ |
Common questions
Does Advantage Sales & Marketing match 401(k) contributions?
The match terms for the Advantage 401(k) Savings Plan have not been published from its filing yet. The plan year 2024 filing reports $12.1M in employer contributions, about $1,088 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Advantage Sales & Marketing 401(k) match vested?
The vesting schedule for the Advantage 401(k) Savings Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Advantage Sales & Marketing 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Principal Life Insurance Company. The plan administrator is Advantage Sales & Marketing, LLC.
I left Advantage Sales & Marketing. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Advantage Sales & Marketing, LLC, (888) 900-4276) or the recordkeeper, Principal Life Insurance Company. The Advantage Sales & Marketing old 401(k) page lists the contacts from every plan filing. Find an old Advantage Sales & Marketing 401(k)
Data from the public Form 5500 annual reports Advantage Sales & Marketing 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 Advantage Sales & Marketing. Not financial advice. Report a correction · Methodology