Ashton Company, Inc. Contractor and Engineers 401(k) match, vesting and fees
What Ashton Company, Inc. Contractor and Engineers' 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 | Milliman | Schedule C ↗ |
| Independent auditor | Morrison, Clark and Company Cpas (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
How the plan compares
Plan year 2024 medians for 3,874 defined-contribution plans in construction with 100 to 499 participants.
| Ashton Company, Inc. Contractor and Engineers: employer contribution per participant | $768 | |
| Peer median | $2,411 |
| Ashton Company, Inc. Contractor and Engineers: average balance | $53,125 | |
| Peer median | $61,921 |
| Ashton Company, Inc. Contractor and Engineers: admin expenses ÷ assets | 0.14% | |
| Peer median | 0.39% |
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 $9M at the end of plan year 2021 to $7.2M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 170 | $7.2M | $104K | $768 | 0.14% | Not published | Form 5500 ↗ |
| 2023 | 177 | $6.5M | $58K | $403 | 0.12% | Not published | Form 5500 ↗ |
| 2022 | 172 | $6M | $32K | $304 | 0.02% | Not published | Form 5500 ↗ |
| 2021 | 181 | $9M | $141K | $1,148 | 0.03% | Not published | Form 5500 ↗ |
Common questions
Does Ashton Company, Inc. Contractor and Engineers match 401(k) contributions?
The match terms for the The Ashton Company, Inc. Contractors and Engineers 401(k) Profit Sharing Plan and Trust Agreement have not been published from its filing yet. The plan year 2024 filing reports $104K in employer contributions, about $768 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Ashton Company, Inc. Contractor and Engineers 401(k) match vested?
The vesting schedule for the The Ashton Company, Inc. Contractors and Engineers 401(k) Profit Sharing Plan and Trust Agreement is not in the data published so far. Your Summary Plan Description states it.
Who manages the Ashton Company, Inc. Contractor and Engineers 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Milliman. The plan administrator is The Ashton Company, Inc. Contractor and Engineers.
I left Ashton Company, Inc. Contractor and Engineers. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (The Ashton Company, Inc. Contractor and Engineers, (520) 624-5500) or the recordkeeper, Milliman. The Ashton Company, Inc. Contractor and Engineers old 401(k) page lists the contacts from every plan filing. Find an old Ashton Company, Inc. Contractor and Engineers 401(k)
Data from the public Form 5500 annual reports Ashton Company, Inc. Contractor and Engineers 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 Ashton Company, Inc. Contractor and Engineers. Not financial advice. Report a correction · Methodology