Anderson Group 401(k) match, vesting and fees
What Anderson Group'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 | Schlenner Wenner and Co. (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 3,874 defined-contribution plans in construction with 100 to 499 participants.
| Anderson Group: employer contribution per participant | $1,989 | |
| Peer median | $2,411 |
| Anderson Group: average balance | $88,733 | |
| Peer median | $61,921 |
| Anderson Group: admin expenses ÷ assets | 0.20% | |
| Peer median | 0.39% |
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 $18.5M at the end of plan year 2023 to $19.4M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 242 | $19.4M | $436K | $1,989 | 0.20% | Not published | Form 5500 ↗ |
| 2023 | 243 | $18.5M | $416K | $1,857 | 0.23% | Not published | Form 5500 ↗ |
Common questions
Does Anderson Group match 401(k) contributions?
The match terms for the Anderson Group Inc. Profit Sharing Plan and Trust have not been published from its filing yet. The plan year 2024 filing reports $436K in employer contributions, about $1,989 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Anderson Group 401(k) match vested?
The vesting schedule for the Anderson Group Inc. Profit Sharing Plan and Trust is not in the data published so far. Your Summary Plan Description states it.
Who manages the Anderson Group 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Fidelity Investments Institutional. The plan administrator is Anderson Group, Inc..
I left Anderson Group. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Anderson Group, Inc., (218) 828-1722) or the recordkeeper, Fidelity Investments Institutional. The Anderson Group old 401(k) page lists the contacts from every plan filing. Find an old Anderson Group 401(k)
Data from the public Form 5500 annual reports Anderson Group 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 Anderson Group. Not financial advice. Report a correction · Methodology