August Schell Enterprises 401(k) match, vesting and fees
What August Schell Enterprises' 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 | Wellington Retirement Solutions,inc | Schedule C ↗ |
| Independent auditor | Frazier & Deeter, LLC (unmodified opinion) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
How the plan compares
Plan year 2024 medians for 9,213 defined-contribution plans in professional, scientific, and technical services with 100 to 499 participants.
| August Schell Enterprises: employer contribution per participant | $5,460 | |
| Peer median | $2,521 |
| August Schell Enterprises: average balance | $109,818 | |
| Peer median | $75,833 |
| August Schell Enterprises: admin expenses ÷ assets | 0.53% | |
| Peer median | 0.27% |
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 $9.6M at the end of plan year 2021 to $13.3M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 143 | $13.3M | $661K | $5,460 | 0.53% | Not published | Form 5500 ↗ |
| 2023 | 138 | $11.7M | $555K | $4,953 | 0.71% | Not published | Form 5500 ↗ |
| 2022 | 137 | $9.4M | $517K | $4,612 | 0.72% | Not published | Form 5500 ↗ |
| 2021 | 126 | $9.6M | $435K | $4,224 | 0.76% | Not published | 5500-SF ↗ |
Common questions
Does August Schell Enterprises match 401(k) contributions?
The match terms for the August Schell Enterprises 401k Plan and Trust have not been published from its filing yet. The plan year 2024 filing reports $661K in employer contributions, about $5,460 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the August Schell Enterprises 401(k) match vested?
The vesting schedule for the August Schell Enterprises 401k Plan and Trust is not in the data published so far. Your Summary Plan Description states it.
Who manages the August Schell Enterprises 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Wellington Retirement Solutions,inc. The plan administrator is August Schell Enterprises.
I left August Schell Enterprises. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (August Schell Enterprises, (301) 838-9470) or the recordkeeper, Wellington Retirement Solutions,inc. The August Schell Enterprises old 401(k) page lists the contacts from every plan filing. Find an old August Schell Enterprises 401(k)
Data from the public Form 5500 annual reports August Schell Enterprises 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 August Schell Enterprises. Not financial advice. Report a correction · Methodology