Ascot US Holding 401(k) match, vesting and fees
What Ascot US Holding'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 | Principal Life Insurance Company | Schedule C ↗ |
| Independent auditor | Eisneramper LLP (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 655 defined-contribution plans in finance and insurance with 500 to 999 participants.
| Ascot US Holding: employer contribution per participant | $8,635 | |
| Peer median | $2,935 |
| Ascot US Holding: average balance | $112,652 | |
| Peer median | $92,770 |
| Ascot US Holding: admin expenses ÷ assets | 0.28% | |
| Peer median | 0.15% |
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 $30.2M at the end of plan year 2021 to $66.5M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 635 | $66.5M | $5.1M | $8,635 | 0.28% | Not published | Form 5500 ↗ |
| 2023 | 574 | $49.5M | $4.4M | $8,288 | 0.38% | Not published | Form 5500 ↗ |
| 2022 | 471 | $33.5M | $3.5M | $8,062 | 0.39% | Not published | Form 5500 ↗ |
| 2021 | 367 | $30.2M | $1.9M | $5,571 | 0.38% | Not published | Form 5500 ↗ |
Common questions
Does Ascot US Holding match 401(k) contributions?
The match terms for the Ascot 401(k) Retirement Plan have not been published from its filing yet. The plan year 2024 filing reports $5.1M in employer contributions, about $8,635 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Ascot US Holding 401(k) match vested?
The vesting schedule for the Ascot 401(k) Retirement Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Ascot US Holding 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Principal Life Insurance Company. The plan administrator is Ascot US Holding Corporation.
I left Ascot US Holding. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Ascot US Holding Corporation, (646) 956-1582) or the recordkeeper, Principal Life Insurance Company. The Ascot US Holding old 401(k) page lists the contacts from every plan filing. Find an old Ascot US Holding 401(k)
Data from the public Form 5500 annual reports Ascot US Holding 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 Ascot US Holding. Not financial advice. Report a correction · Methodology