Barnum Acquisition 401(k) match, vesting and fees
What Barnum Acquisition'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 | Ascensus LLC | Schedule C ↗ |
| Independent auditor | Rsm (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
How the plan compares
Plan year 2024 medians for 3,074 defined-contribution plans in wholesale trade with 100 to 499 participants.
| Barnum Acquisition: employer contribution per participant | $3,019 | |
| Peer median | $1,988 |
| Barnum Acquisition: average balance | $147,682 | |
| Peer median | $75,431 |
| Barnum Acquisition: admin expenses ÷ assets | 0.19% | |
| Peer median | 0.31% |
Admin expenses are the plan's reported administrative expenses divided by its assets; they do not include fund expense ratios.
Plan history
Plan assets were $38.4M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 291 | $38.4M | $785K | $3,019 | 0.19% | Not published | Form 5500 ↗ |
Common questions
Does Barnum Acquisition match 401(k) contributions?
The match terms for the H. H. Barnum Company 401(k) Profit Sharing Plan have not been published from its filing yet. The plan year 2024 filing reports $785K in employer contributions, about $3,019 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Barnum Acquisition 401(k) match vested?
The vesting schedule for the H. H. Barnum Company 401(k) Profit Sharing Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Barnum Acquisition 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Ascensus LLC. The plan administrator is Barnum Acquisition, LLC.
I left Barnum Acquisition. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Barnum Acquisition, LLC, (248) 486-7245) or the recordkeeper, Ascensus LLC. The Barnum Acquisition old 401(k) page lists the contacts from every plan filing. Find an old Barnum Acquisition 401(k)
Data from the public Form 5500 annual reports Barnum Acquisition filed with the U.S. Department of Labor (plan years 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 Barnum Acquisition. Not financial advice. Report a correction · Methodology