Annett Holdings 401(k) match, vesting and fees
What Annett Holdings' 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 | Mhcs, P.C. (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
How the plan compares
Plan year 2024 medians for 267 defined-contribution plans in transportation and warehousing with 1,000 to 4,999 participants.
| Annett Holdings: employer contribution per participant | $162 | |
| Peer median | $1,880 |
| Annett Holdings: average balance | $23,337 | |
| Peer median | $51,904 |
| Annett Holdings: admin expenses ÷ assets | 0.31% | |
| Peer median | 0.21% |
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 $81.8M at the end of plan year 2023 to $99.9M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 5,801 | $99.9M | $692K | $162 | 0.31% | Not published | Form 5500 ↗ |
| 2023 | 4,460 | $81.8M | $979K | $246 | 0.40% | Not published | Form 5500 ↗ |
Other Annett Holdings plans (1)
Each plan files its own Form 5500. Figures are from each plan's latest filing.
Annett Holdings, Inc. Employee Stock Ownership 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.
| Independent auditor | Mcgowen, Hurst, Clark & Smith, P.C. (unmodified opinion) | Schedule H ↗ |
| Plan type and status | Retirement · Active | Form 5500 ↗ |
Common questions
Does Annett Holdings match 401(k) contributions?
The match terms for the Annett Holdings, Inc. Employee Savings and Profit Sharing Plan have not been published from its filing yet. The plan year 2024 filing reports $692K in employer contributions, about $162 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Annett Holdings 401(k) match vested?
The vesting schedule for the Annett Holdings, Inc. Employee Savings and Profit Sharing Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Annett Holdings 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Fidelity Investments Institutional. The plan administrator is Annett Holdings Inc.
I left Annett Holdings. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Annett Holdings Inc, (515) 287-6380) or the recordkeeper, Fidelity Investments Institutional. The Annett Holdings old 401(k) page lists the contacts from every plan filing. Find an old Annett Holdings 401(k)
Data from the public Form 5500 annual reports Annett Holdings 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 Annett Holdings. Not financial advice. Report a correction · Methodology