Area Storage & Transfer 401(k) match, vesting and fees
What Area Storage & Transfer'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 | Paychex, Inc. | Schedule C ↗ |
| Independent auditor | Mike Aversano Cpa, 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 1,836 defined-contribution plans in transportation and warehousing with 100 to 499 participants.
| Area Storage & Transfer: employer contribution per participant | $0 | |
| Peer median | $1,076 |
| Area Storage & Transfer: average balance | $10,828 | |
| Peer median | $31,804 |
| Area Storage & Transfer: admin expenses ÷ assets | 0.63% | |
| Peer median | 0.46% |
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 $2.1M at the end of plan year 2021 to $2.5M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 350 | $2.5M | $0 | $0 | 0.63% | Not published | Form 5500 ↗ |
| 2023 | 325 | $2.3M | $0 | $0 | 0.72% | Not published | Form 5500 ↗ |
| 2022 | 331 | $1.9M | $0 | $0 | 0.78% | Not published | Form 5500 ↗ |
| 2021 | 328 | $2.1M | $0 | $0 | 0.68% | Not published | Form 5500 ↗ |
Other Area Storage & Transfer plans (1)
Each plan files its own Form 5500. Figures are from each plan's latest filing.
Area Storage & Transfer Inc. Prevailing Wage Plan
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 | Cep Consultants, Inc. | 2023 Schedule C ↗ |
| Independent auditor | Mike Aversano (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | Retirement · Active | Form 5500 ↗ |
The recordkeeper is from the plan year 2023 filing, the latest that names one. The other rows are from the plan year 2024 filing.
Common questions
Does Area Storage & Transfer match 401(k) contributions?
The match terms for the Area Storage & Transfer Inc 401(k) Profit Sharing Plan & Trust have not been published from its filing yet. The plan year 2024 filing reports $0 in employer contributions, about $0 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Area Storage & Transfer 401(k) match vested?
The vesting schedule for the Area Storage & Transfer Inc 401(k) Profit Sharing Plan & Trust is not in the data published so far. Your Summary Plan Description states it.
Who manages the Area Storage & Transfer 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Paychex, Inc.. The plan administrator is ERISA Fiduciary Services, Inc..
I left Area Storage & Transfer. 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, Paychex, Inc.. The Area Storage & Transfer old 401(k) page lists the contacts from every plan filing. Find an old Area Storage & Transfer 401(k)
Data from the public Form 5500 annual reports Area Storage & Transfer 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 Area Storage & Transfer. Not financial advice. Report a correction · Methodology