Bancroft & Sons Transportation 401(k) match, vesting and fees
What Bancroft & Sons Transportation'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 | Fidelity Investments Institutional | 2023 Schedule C ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
| Late participant contributions | Reported on the filing | Schedule I ↗ |
The recordkeeper is from the plan year 2023 filing, the latest that names one. The other rows are from the plan year 2024 filing.
How the plan compares
Plan year 2024 medians for 17,577 defined-contribution plans in transportation and warehousing with fewer than 100 participants.
| Bancroft & Sons Transportation: employer contribution per participant | $817 | |
| Peer median | $1,490 |
| Bancroft & Sons Transportation: average balance | $54,073 | |
| Peer median | $29,383 |
| Bancroft & Sons Transportation: admin expenses ÷ assets | 0.75% | |
| Peer median | 0.51% |
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 $4.8M at the end of plan year 2021 to $5.1M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 181 | $5.1M | $77K | $817 | 0.75% | Not published | Form 5500 ↗ |
| 2023 | 236 | $4.8M | $91K | $924 | 0.73% | Not published | Form 5500 ↗ |
| 2022 | 242 | $4.2M | $99K | $922 | 0.70% | Not published | Form 5500 ↗ |
| 2021 | 272 | $4.8M | $94K | $853 | 0.56% | Not published | Form 5500 ↗ |
Common questions
Does Bancroft & Sons Transportation match 401(k) contributions?
The match terms for the Bancroft & Sons Transportation, LLC 401(k) Plan and Trust have not been published from its filing yet. The plan year 2024 filing reports $77K in employer contributions, about $817 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Bancroft & Sons Transportation 401(k) match vested?
The vesting schedule for the Bancroft & Sons Transportation, LLC 401(k) Plan and Trust is not in the data published so far. Your Summary Plan Description states it.
Who manages the Bancroft & Sons Transportation 401(k)?
The recordkeeper listed on Schedule C of the plan year 2023 filing is Fidelity Investments Institutional. The plan administrator is Bancroft & Sons Transportation, LLC.
I left Bancroft & Sons Transportation. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Bancroft & Sons Transportation, LLC, (972) 790-3777) or the recordkeeper, Fidelity Investments Institutional. The Bancroft & Sons Transportation old 401(k) page lists the contacts from every plan filing. Find an old Bancroft & Sons Transportation 401(k)
Data from the public Form 5500 annual reports Bancroft & Sons Transportation 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 Bancroft & Sons Transportation. Not financial advice. Report a correction · Methodology