Barta - Schoenewald, Inc. DBA Advanced Motion Controls 401(k) match, vesting and fees
What Barta - Schoenewald, Inc. DBA Advanced Motion Controls' 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 | Schedule C ↗ |
| Independent auditor | David L Buck, Cpa (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
How the plan compares
Plan year 2025 medians for 3,042 defined-contribution plans in manufacturing with 100 to 499 participants.
| Barta - Schoenewald, Inc. DBA Advanced Motion Controls: employer contribution per participant | $2,184 | |
| Peer median | $1,962 |
| Barta - Schoenewald, Inc. DBA Advanced Motion Controls: average balance | $184,165 | |
| Peer median | $75,225 |
| Barta - Schoenewald, Inc. DBA Advanced Motion Controls: admin expenses ÷ assets | 0.20% | |
| Peer median | 0.32% |
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 $16.7M at the end of plan year 2021 to $22.1M at the end of plan year 2025.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2025 | 156 | $22.1M | $262K | $2,184 | 0.20% | Not published | Form 5500 ↗ |
| 2024 | 149 | $18.8M | $234K | $2,055 | 0.13% | Not published | Form 5500 ↗ |
| 2023 | 153 | $16.3M | $240K | $2,182 | 0.14% | Not published | Form 5500 ↗ |
| 2022 | 156 | $14.1M | $236K | $2,073 | 0.13% | Not published | Form 5500 ↗ |
| 2021 | 153 | $16.7M | $215K | $1,937 | 0.12% | Not published | Form 5500 ↗ |
Common questions
Does Barta - Schoenewald, Inc. DBA Advanced Motion Controls match 401(k) contributions?
The match terms for the Advanced Motion Controls 401(k) Plan have not been published from its filing yet. The plan year 2025 filing reports $262K in employer contributions, about $2,184 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Barta - Schoenewald, Inc. DBA Advanced Motion Controls 401(k) match vested?
The vesting schedule for the Advanced Motion Controls 401(k) Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Barta - Schoenewald, Inc. DBA Advanced Motion Controls 401(k)?
The recordkeeper listed on Schedule C of the plan year 2025 filing is Fidelity Investments Institutional. The plan administrator is Barta - Schoenewald, Inc. DBA Advanced Motion Controls.
I left Barta - Schoenewald, Inc. DBA Advanced Motion Controls. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Barta - Schoenewald, Inc. DBA Advanced Motion Controls, (805) 389-1935) or the recordkeeper, Fidelity Investments Institutional. The Barta - Schoenewald, Inc. DBA Advanced Motion Controls old 401(k) page lists the contacts from every plan filing. Find an old Barta - Schoenewald, Inc. DBA Advanced Motion Controls 401(k)
Data from the public Form 5500 annual reports Barta - Schoenewald, Inc. DBA Advanced Motion Controls filed with the U.S. Department of Labor (plan years 2021 and 2022 and 2023 and 2024 and 2025) 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 Barta - Schoenewald, Inc. DBA Advanced Motion Controls. Not financial advice. Report a correction · Methodology