Am/NS Calvert 401(k) match, vesting and fees
What Am/NS Calvert'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 | Fidelity Investments Institutional | Schedule C ↗ |
| Independent auditor | Wilkins Miller (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
How the plan compares
Plan year 2024 medians for 1,622 defined-contribution plans in manufacturing with 1,000 to 4,999 participants.
| Am/NS Calvert: employer contribution per participant | $4,734 | |
| Peer median | $2,413 |
| Am/NS Calvert: average balance | $116,490 | |
| Peer median | $86,434 |
| Am/NS Calvert: admin expenses ÷ assets | 0.02% | |
| 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 $235M at the end of plan year 2023 to $289M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 2,538 | $289M | $11.7M | $4,734 | 0.02% | Not published | Form 5500 ↗ |
| 2023 | 2,401 | $235M | $10.5M | $4,460 | 0.04% | Not published | Form 5500 ↗ |
Common questions
Does Am/NS Calvert match 401(k) contributions?
The match terms for the Am/Ns Calvert LLC 401k Plan have not been published from its filing yet. The plan year 2024 filing reports $11.7M in employer contributions, about $4,734 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Am/NS Calvert 401(k) match vested?
The vesting schedule for the Am/Ns Calvert LLC 401k Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Am/NS Calvert 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Fidelity Investments Institutional. The plan administrator is Am/Ns Calvert LLC.
I left Am/NS Calvert. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Am/Ns Calvert LLC, (251) 289-3279) or the recordkeeper, Fidelity Investments Institutional. The Am/NS Calvert old 401(k) page lists the contacts from every plan filing. Find an old Am/NS Calvert 401(k)
Data from the public Form 5500 annual reports Am/NS Calvert filed with the U.S. Department of Labor (plan years 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 Am/NS Calvert. Not financial advice. Report a correction · Methodology