Batesville Tool & Die 401(k) match, vesting and fees
What Batesville Tool & Die'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 | Schedule C ↗ |
| Independent auditor | Katz, Sapper & Miller, LLP (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
| Late participant contributions | Reported on the filing | Schedule H ↗ |
How the plan compares
Plan year 2024 medians for 1,612 defined-contribution plans in manufacturing with 500 to 999 participants.
| Batesville Tool & Die: employer contribution per participant | $436 | |
| Peer median | $2,038 |
| Batesville Tool & Die: average balance | $56,730 | |
| Peer median | $72,907 |
| Batesville Tool & Die: admin expenses ÷ assets | 0.12% | |
| Peer median | 0.20% |
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 $23.7M at the end of plan year 2021 to $34M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 632 | $34M | $261K | $436 | 0.12% | Not published | Form 5500 ↗ |
| 2023 | 600 | $31M | $269K | $499 | 0.12% | Not published | Form 5500 ↗ |
| 2022 | 630 | $26M | $244K | $534 | 0.15% | Not published | Form 5500 ↗ |
| 2021 | 449 | $23.7M | $189K | $504 | 0.11% | Not published | Form 5500 ↗ |
Common questions
Does Batesville Tool & Die match 401(k) contributions?
The match terms for the Batesville Tool & Die, Inc. Employees' Retirement Savings Plan have not been published from its filing yet. The plan year 2024 filing reports $261K in employer contributions, about $436 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Batesville Tool & Die 401(k) match vested?
The vesting schedule for the Batesville Tool & Die, Inc. Employees' Retirement Savings Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Batesville Tool & Die 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Fidelity Investments Institutional. The plan administrator is Batesville Tool & Die, Inc..
I left Batesville Tool & Die. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Batesville Tool & Die, Inc., (812) 934-5616) or the recordkeeper, Fidelity Investments Institutional. The Batesville Tool & Die old 401(k) page lists the contacts from every plan filing. Find an old Batesville Tool & Die 401(k)
Data from the public Form 5500 annual reports Batesville Tool & Die 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 Batesville Tool & Die. Not financial advice. Report a correction · Methodology