Barrett-Jackson Auction 401(k) match, vesting and fees
What Barrett-Jackson Auction'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 | Fiduciary Outsourcing, LLC DBA Pma | Schedule C ↗ |
| Independent auditor | Mansperger Patterson & Mcmullin Plc (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
How the plan compares
Plan year 2024 medians for 3,141 defined-contribution plans in retail trade with 100 to 499 participants.
| Barrett-Jackson Auction: employer contribution per participant | $2,641 | |
| Peer median | $1,216 |
| Barrett-Jackson Auction: average balance | $41,067 | |
| Peer median | $50,590 |
| Barrett-Jackson Auction: admin expenses ÷ assets | 1.53% | |
| 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 $3.3M at the end of plan year 2021 to $5.6M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 167 | $5.6M | $359K | $2,641 | 1.53% | Not published | Form 5500 ↗ |
| 2023 | 149 | $4.2M | $291K | $2,555 | 1.78% | Not published | Form 5500 ↗ |
| 2022 | 150 | $3.2M | $220K | $2,095 | 1.39% | Not published | Form 5500 ↗ |
| 2021 | 117 | $3.3M | $135K | $1,519 | 1.36% | Not published | 5500-SF ↗ |
Common questions
Does Barrett-Jackson Auction match 401(k) contributions?
The match terms for the Barrett-Jackson 401(k) Plan have not been published from its filing yet. The plan year 2024 filing reports $359K in employer contributions, about $2,641 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Barrett-Jackson Auction 401(k) match vested?
The vesting schedule for the Barrett-Jackson 401(k) Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Barrett-Jackson Auction 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Fiduciary Outsourcing, LLC DBA Pma. The plan administrator is Barrett-Jackson Auction Company, L.L.C..
I left Barrett-Jackson Auction. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Barrett-Jackson Auction Company, L.L.C., (480) 421-6694) or the recordkeeper, Fiduciary Outsourcing, LLC DBA Pma. The Barrett-Jackson Auction old 401(k) page lists the contacts from every plan filing. Find an old Barrett-Jackson Auction 401(k)
Data from the public Form 5500 annual reports Barrett-Jackson Auction 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 Barrett-Jackson Auction. Not financial advice. Report a correction · Methodology