Av Delaware Holdings 401(k) match, vesting and fees

Plan year 2025 filingAvd 401(k) Plan · Plan 001 · EIN 98-0156884Updated Oct 2026

What Av Delaware Holdings' 401(k) plan says about matching contributions

The match terms have not been published from this plan's filing yet.
The plan year 2025 filing reports $96K in employer contributions, about $1,520 per participant. That total includes any match and profit-sharing; it is not a match formula. Plan year 2025 Form 5500 ↗
$103,077
Average account balance
63
Participants (end of year)
$6.5M
Plan assets (end of year)
0.10%
Admin expenses ÷ assets

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.

RecordkeeperT Rowe Price Rps, Inc2024 Schedule C ↗
Plan type and status401(k) · ActiveForm 5500 ↗

The recordkeeper is from the plan year 2024 filing, the latest that names one. The other rows are from the plan year 2025 filing.

How the plan compares

Plan year 2025 medians for 20,276 defined-contribution plans in accommodation and food services with fewer than 100 participants.

Av Delaware Holdings: employer contribution per participant$1,520
Peer median$638
Av Delaware Holdings: average balance$103,077
Peer median$7,693
Av Delaware Holdings: admin expenses ÷ assets0.10%
Peer median0.67%

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 $15.7M at the end of plan year 2021 to $6.5M at the end of plan year 2025.

$15.7M2021$13.1M2022$16.2M2023$5.7M2024$6.5M2025
End-of-year figures from each plan year's Form 5500 filing for the Av Delaware Holdings plan.
Plan yearParticipantsAssetsEmployer contributionsPer participantAdmin expense ratioMatch formulaFiling
202563$6.5M$96K$1,5200.10%Not published5500-SF ↗
202484$5.7M$573K$6,8180.70%Not publishedForm 5500 ↗
2023549$16.2M$709K$1,9490.32%Not publishedForm 5500 ↗
2022576$13.1M$646K$1,8580.30%Not publishedForm 5500 ↗
2021547$15.7M$540K$1,3710.28%Not publishedForm 5500 ↗

Common questions

Does Av Delaware Holdings match 401(k) contributions?

The match terms for the Avd 401(k) Plan have not been published from its filing yet. The plan year 2025 filing reports $96K in employer contributions, about $1,520 per participant. That total includes any match and profit-sharing; it is not a match formula.

When is the Av Delaware Holdings 401(k) match vested?

The vesting schedule for the Avd 401(k) Plan is not in the data published so far. Your Summary Plan Description states it.

Who manages the Av Delaware Holdings 401(k)?

The recordkeeper listed on Schedule C of the plan year 2024 filing is T Rowe Price Rps, Inc. The plan administrator is ERISA Wise LLC.

I left Av Delaware Holdings. How do I find my old 401(k)?

Your account stays in the plan until you move it. Contact the plan administrator (ERISA Wise LLC, (925) 337-6069) or the recordkeeper, T Rowe Price Rps, Inc. The Av Delaware Holdings old 401(k) page lists the contacts from every plan filing. Find an old Av Delaware Holdings 401(k)

Data from the public Form 5500 annual reports Av Delaware Holdings 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 Av Delaware Holdings. Not financial advice. Report a correction · Methodology