Barnes Drug Stores of Valdosta 401(k) match, vesting and fees
What Barnes Drug Stores of Valdosta'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 | Capital Group Retirement Plan Srvcs | Schedule C ↗ |
| Independent auditor | Clements, Purvis & Stewart, PC (unmodified opinion) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
How the plan compares
Plan year 2024 medians for 3,141 defined-contribution plans in retail trade with 100 to 499 participants.
| Barnes Drug Stores of Valdosta: employer contribution per participant | $138 | |
| Peer median | $1,216 |
| Barnes Drug Stores of Valdosta: average balance | $21,557 | |
| Peer median | $50,590 |
| Barnes Drug Stores of Valdosta: admin expenses ÷ assets | 0.81% | |
| Peer median | 0.43% |
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 $7.3M at the end of plan year 2021 to $5.3M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 273 | $5.3M | $34K | $138 | 0.81% | Not published | Form 5500 ↗ |
| 2023 | 299 | $5.7M | $45K | $166 | 1.13% | Not published | Form 5500 ↗ |
| 2022 | 314 | $5.2M | — | — | 0.86% | Not published | Form 5500 ↗ |
| 2021 | 291 | $7.3M | $135K | $465 | 0.62% | Not published | Form 5500 ↗ |
Common questions
Does Barnes Drug Stores of Valdosta match 401(k) contributions?
The match terms for the Barnes Health Care Services 401k Plan have not been published from its filing yet. The plan year 2024 filing reports $34K in employer contributions, about $138 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Barnes Drug Stores of Valdosta 401(k) match vested?
The vesting schedule for the Barnes Health Care Services 401k Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Barnes Drug Stores of Valdosta 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Capital Group Retirement Plan Srvcs. The plan administrator is Barnes Drug Stores of Valdosta, Inc..
I left Barnes Drug Stores of Valdosta. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Barnes Drug Stores of Valdosta, Inc., (229) 245-6039) or the recordkeeper, Capital Group Retirement Plan Srvcs. The Barnes Drug Stores of Valdosta old 401(k) page lists the contacts from every plan filing. Find an old Barnes Drug Stores of Valdosta 401(k)
Data from the public Form 5500 annual reports Barnes Drug Stores of Valdosta 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 Barnes Drug Stores of Valdosta. Not financial advice. Report a correction · Methodology