Auxo Investment Partners 401(k) match, vesting and fees
What Auxo Investment Partners' 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 | Transamerica Retirement Solutions | Schedule C ↗ |
| Independent auditor | D.K. Weiss, Holt & Associates, PLLC (unmodified opinion, limited scope) | 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.
| Auxo Investment Partners: employer contribution per participant | $3,232 | |
| Peer median | $2,521 |
| Auxo Investment Partners: average balance | $79,673 | |
| Peer median | $75,833 |
| Auxo Investment Partners: admin expenses ÷ assets | 0.55% | |
| 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 $16.9M at the end of plan year 2022 to $21.6M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 351 | $21.6M | $876K | $3,232 | 0.55% | Not published | Form 5500 ↗ |
| 2023 | 278 | $17.4M | $1.1M | $5,138 | 0.51% | Not published | Form 5500 ↗ |
| 2022 | 135 | $16.9M | $156K | $1,976 | 0.13% | Not published | 5500-SF ↗ |
Common questions
Does Auxo Investment Partners match 401(k) contributions?
The match terms for the Auxo Investment Partners, LLC 401(k) Retirement Plan have not been published from its filing yet. The plan year 2024 filing reports $876K in employer contributions, about $3,232 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Auxo Investment Partners 401(k) match vested?
The vesting schedule for the Auxo Investment Partners, LLC 401(k) Retirement Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Auxo Investment Partners 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Transamerica Retirement Solutions. The plan administrator is Nppg Fiduciary Services.
I left Auxo Investment Partners. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Nppg Fiduciary Services, (732) 758-1577) or the recordkeeper, Transamerica Retirement Solutions. The Auxo Investment Partners old 401(k) page lists the contacts from every plan filing. Find an old Auxo Investment Partners 401(k)
Data from the public Form 5500 annual reports Auxo Investment Partners filed with the U.S. Department of Labor (plan years 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 Auxo Investment Partners. Not financial advice. Report a correction · Methodology