Beaver Street Fisheries 401(k) match, vesting and fees
What Beaver Street Fisheries' 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 | Pivot Cpas (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.
| Beaver Street Fisheries: employer contribution per participant | $3,427 | |
| Peer median | $1,988 |
| Beaver Street Fisheries: average balance | $143,878 | |
| Peer median | $75,431 |
| Beaver Street Fisheries: 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 went from $31.9M at the end of plan year 2021 to $34.7M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 247 | $34.7M | $826K | $3,427 | 0.19% | Not published | Form 5500 ↗ |
| 2023 | 240 | $31.6M | $409K | $1,771 | 0.18% | Not published | Form 5500 ↗ |
| 2022 | 244 | $27.2M | $951K | $4,118 | 0.12% | Not published | Form 5500 ↗ |
| 2021 | 243 | $31.9M | $858K | $3,865 | 0.03% | Not published | Form 5500 ↗ |
Common questions
Does Beaver Street Fisheries match 401(k) contributions?
The match terms for the Bsf Profit Sharing and Employee Savings Plan have not been published from its filing yet. The plan year 2024 filing reports $826K in employer contributions, about $3,427 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Beaver Street Fisheries 401(k) match vested?
The vesting schedule for the Bsf Profit Sharing and Employee Savings Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Beaver Street Fisheries 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Fidelity Investments Institutional. The plan administrator is Beaver Street Fisheries LLC.
I left Beaver Street Fisheries. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Beaver Street Fisheries LLC, (904) 354-8533) or the recordkeeper, Fidelity Investments Institutional. The Beaver Street Fisheries old 401(k) page lists the contacts from every plan filing. Find an old Beaver Street Fisheries 401(k)
Data from the public Form 5500 annual reports Beaver Street Fisheries 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 Beaver Street Fisheries. Not financial advice. Report a correction · Methodology