Allegiance Trucks North America 401(k) match, vesting and fees
What Allegiance Trucks North America'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 | T Rowe Price Rps Inc | Schedule C ↗ |
| Independent auditor | Forvis Mazars, LLP (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 246 defined-contribution plans in transportation and warehousing with 500 to 999 participants.
| Allegiance Trucks North America: employer contribution per participant | $1,198 | |
| Peer median | $1,244 |
| Allegiance Trucks North America: average balance | $47,552 | |
| Peer median | $40,518 |
| Allegiance Trucks North America: admin expenses ÷ assets | 0.63% | |
| Peer median | 0.37% |
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 $10.5M at the end of plan year 2021 to $39.4M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 1,181 | $39.4M | $992K | $1,198 | 0.63% | Not published | Form 5500 ↗ |
| 2023 | 1,221 | $34.4M | $988K | $1,126 | 0.44% | Not published | Form 5500 ↗ |
| 2022 | 1,014 | $15M | $573K | $666 | 0.46% | Not published | Form 5500 ↗ |
| 2021 | 889 | $10.5M | $224K | $365 | 0.11% | Not published | Form 5500 ↗ |
Other Allegiance Trucks North America plans (4)
Each plan files its own Form 5500. Figures are from each plan's latest filing.
Allegiance Trucks North Americ 401(k) Profit Sharing Plan & Trust
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 | 401(k) · Terminated (final filing) | Form 5500 ↗ |
Allegiance Trucks North Americ 401(k) Profit Sharing Plan & Trust
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 | 401(k) · Terminated (final filing) | Form 5500 ↗ |
Allegiance Trucks North Americ 401(k) Profit Sharing Plan & Trust
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 | 401(k) · Terminated (final filing) | Form 5500 ↗ |
Allegiance Trucks North Americ 401(k) Profit Sharing Plan & Trust
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 | 401(k) · Terminated (final filing) | Form 5500 ↗ |
Common questions
Does Allegiance Trucks North America match 401(k) contributions?
The match terms for the Allegiance Trucks 401(k) Profit Sharing Plan and Trust have not been published from its filing yet. The plan year 2024 filing reports $992K in employer contributions, about $1,198 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Allegiance Trucks North America 401(k) match vested?
The vesting schedule for the Allegiance Trucks 401(k) Profit Sharing Plan and Trust is not in the data published so far. Your Summary Plan Description states it.
Who manages the Allegiance Trucks North America 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is T Rowe Price Rps Inc. The plan administrator is ERISA Fiduciary Services, Inc..
I left Allegiance Trucks North America. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (ERISA Fiduciary Services, Inc., (631) 249-0500) or the recordkeeper, T Rowe Price Rps Inc. The Allegiance Trucks North America old 401(k) page lists the contacts from every plan filing. Find an old Allegiance Trucks North America 401(k)
Data from the public Form 5500 annual reports Allegiance Trucks North America 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 Allegiance Trucks North America. Not financial advice. Report a correction · Methodology