Backlund Investment 401(k) match, vesting and fees
What Backlund Investment'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 | Epic Retirement Plan Services | Schedule C ↗ |
| Independent auditor | Cliftonlarsonallenllp (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
How the plan compares
Plan year 2024 medians for 3,409 defined-contribution plans in finance and insurance with 100 to 499 participants.
| Backlund Investment: employer contribution per participant | $1,492 | |
| Peer median | $2,868 |
| Backlund Investment: average balance | $206,640 | |
| Peer median | $95,281 |
| Backlund Investment: admin expenses ÷ assets | 0.16% | |
| Peer median | 0.22% |
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 $40.2M at the end of plan year 2021 to $42.8M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 216 | $42.8M | $309K | $1,492 | 0.16% | Not published | Form 5500 ↗ |
| 2023 | 202 | $38.5M | $225K | $1,148 | 0.16% | Not published | Form 5500 ↗ |
| 2022 | 208 | $33.8M | $248K | $1,266 | 0.17% | Not published | Form 5500 ↗ |
| 2021 | 206 | $40.2M | $220K | $1,112 | 0.16% | Not published | Form 5500 ↗ |
Other Backlund Investment plans (1)
Each plan files its own Form 5500. Figures are from each plan's latest filing.
Backlund Investment Co. Employee Stock Ownership Plan and Trust
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 | Epic Retirement Plan Services | Schedule C ↗ |
| Independent auditor | Cliftonlarsonallenllp (unmodified opinion) | Schedule H ↗ |
| Plan type and status | Profit-sharing · Active | Form 5500 ↗ |
Common questions
Does Backlund Investment match 401(k) contributions?
The match terms for the Backlund Investment Co Profit Sharing & 401(k) Plan have not been published from its filing yet. The plan year 2024 filing reports $309K in employer contributions, about $1,492 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Backlund Investment 401(k) match vested?
The vesting schedule for the Backlund Investment Co Profit Sharing & 401(k) Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Backlund Investment 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Epic Retirement Plan Services. The plan administrator is Backlund Investment Co.
I left Backlund Investment. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Backlund Investment Co, (309) 243-1040) or the recordkeeper, Epic Retirement Plan Services. The Backlund Investment old 401(k) page lists the contacts from every plan filing. Find an old Backlund Investment 401(k)
Data from the public Form 5500 annual reports Backlund Investment 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 Backlund Investment. Not financial advice. Report a correction · Methodology