Anderton Group II 401(k) match, vesting and fees
What Anderton Group II'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 | John Hancock Life Insurance Company | Schedule C ↗ |
| Independent auditor | Jrbt, PC (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 2,561 defined-contribution plans in other services with 100 to 499 participants.
| Anderton Group II: employer contribution per participant | $857 | |
| Peer median | $1,803 |
| Anderton Group II: average balance | $25,264 | |
| Peer median | $48,934 |
| Anderton Group II: admin expenses ÷ assets | 1.09% | |
| Peer median | 0.31% |
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 $3.9M at the end of plan year 2021 to $3.4M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 181 | $3.4M | $114K | $857 | 1.09% | Not published | Form 5500 ↗ |
| 2023 | 135 | $3.2M | $87K | $900 | 0.98% | Not published | Form 5500 ↗ |
| 2022 | 140 | $3.1M | $85K | $846 | 0.92% | Not published | Form 5500 ↗ |
| 2021 | 135 | $3.9M | $70K | $792 | 0.66% | Not published | Form 5500 ↗ |
Common questions
Does Anderton Group II match 401(k) contributions?
The match terms for the Anderton Group II, Ltd. 401(k) Plan have not been published from its filing yet. The plan year 2024 filing reports $114K in employer contributions, about $857 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Anderton Group II 401(k) match vested?
The vesting schedule for the Anderton Group II, Ltd. 401(k) Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Anderton Group II 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is John Hancock Life Insurance Company. The plan administrator is Anderton Group II, Ltd..
I left Anderton Group II. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Anderton Group II, Ltd., (254) 751-1012) or the recordkeeper, John Hancock Life Insurance Company. The Anderton Group II old 401(k) page lists the contacts from every plan filing. Find an old Anderton Group II 401(k)
Data from the public Form 5500 annual reports Anderton Group II 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 Anderton Group II. Not financial advice. Report a correction · Methodology