Belshire Environmental Services 401(k) match, vesting and fees
What Belshire Environmental Services' 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 | Tri-Ad Actuaries, Inc. | Schedule C ↗ |
| Independent auditor | Eide Bailly LLP (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
How the plan compares
Plan year 2024 medians for 1,446 defined-contribution plans in administrative, support and waste management services with 100 to 499 participants.
| Belshire Environmental Services: employer contribution per participant | $933 | |
| Peer median | $1,495 |
| Belshire Environmental Services: average balance | $106,750 | |
| Peer median | $34,563 |
| Belshire Environmental Services: admin expenses ÷ assets | 0.18% | |
| Peer median | 0.51% |
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 $16.4M at the end of plan year 2021 to $18.7M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 176 | $18.7M | $163K | $933 | 0.18% | Not published | Form 5500 ↗ |
| 2023 | 186 | $16.8M | $149K | $806 | 0.23% | Not published | Form 5500 ↗ |
| 2022 | 153 | $14.1M | $0 | $0 | 0.08% | Not published | Form 5500 ↗ |
| 2021 | 142 | $16.4M | $175K | $1,232 | 0.08% | Not published | Form 5500 ↗ |
Common questions
Does Belshire Environmental Services match 401(k) contributions?
The match terms for the Belshire 401(k) Plan have not been published from its filing yet. The plan year 2024 filing reports $163K in employer contributions, about $933 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Belshire Environmental Services 401(k) match vested?
The vesting schedule for the Belshire 401(k) Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Belshire Environmental Services 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Tri-Ad Actuaries, Inc.. The plan administrator is Belshire Environmental Services, Inc..
I left Belshire Environmental Services. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Belshire Environmental Services, Inc., (949) 460-5200) or the recordkeeper, Tri-Ad Actuaries, Inc.. The Belshire Environmental Services old 401(k) page lists the contacts from every plan filing. Find an old Belshire Environmental Services 401(k)
Data from the public Form 5500 annual reports Belshire Environmental Services 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 Belshire Environmental Services. Not financial advice. Report a correction · Methodology