Arthur Schuman 401(k) match, vesting and fees
What Arthur Schuman'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 | Jpmorgan Invest Holdings LLC | Schedule C ↗ |
| Independent auditor | Eisner Amper (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
How the plan compares
Plan year 2025 medians for 408 defined-contribution plans in manufacturing with 500 to 999 participants.
| Arthur Schuman: employer contribution per participant | $2,241 | |
| Peer median | $2,176 |
| Arthur Schuman: average balance | $68,521 | |
| Peer median | $86,901 |
| Arthur Schuman: admin expenses ÷ assets | 0.42% | |
| Peer median | 0.16% |
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 $21.2M at the end of plan year 2021 to $36.4M at the end of plan year 2025.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2025 | 540 | $36.4M | $1.2M | $2,241 | 0.42% | Not published | Form 5500 ↗ |
| 2024 | 542 | $29M | $1.2M | $2,149 | 0.46% | Not published | Form 5500 ↗ |
| 2023 | 581 | $24.6M | $1.2M | $2,007 | 0.44% | Not published | Form 5500 ↗ |
| 2022 | 596 | $19.3M | $798K | $1,350 | 0.43% | Not published | Form 5500 ↗ |
| 2021 | 578 | $21.2M | $772K | $1,358 | 0.45% | Not published | Form 5500 ↗ |
Common questions
Does Arthur Schuman match 401(k) contributions?
The match terms for the Arthur Schuman Inc. 401(k) Profit Sharing Plan have not been published from its filing yet. The plan year 2025 filing reports $1.2M in employer contributions, about $2,241 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Arthur Schuman 401(k) match vested?
The vesting schedule for the Arthur Schuman Inc. 401(k) Profit Sharing Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Arthur Schuman 401(k)?
The recordkeeper listed on Schedule C of the plan year 2025 filing is Jpmorgan Invest Holdings LLC. The plan administrator is Arthur Schuman Inc..
I left Arthur Schuman. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Arthur Schuman Inc., (973) 227-0300) or the recordkeeper, Jpmorgan Invest Holdings LLC. The Arthur Schuman old 401(k) page lists the contacts from every plan filing. Find an old Arthur Schuman 401(k)
Data from the public Form 5500 annual reports Arthur Schuman filed with the U.S. Department of Labor (plan years 2021 and 2022 and 2023 and 2024 and 2025) 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 Arthur Schuman. Not financial advice. Report a correction · Methodology