Best Upon Request Corporate 401(k) match, vesting and fees
What Best Upon Request Corporate'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 | ADP, Inc. | Schedule C ↗ |
| Independent auditor | Plante & Moran, PLLC (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
How the plan compares
Plan year 2024 medians for 2,561 defined-contribution plans in other services with 100 to 499 participants.
| Best Upon Request Corporate: employer contribution per participant | $472 | |
| Peer median | $1,803 |
| Best Upon Request Corporate: average balance | $23,751 | |
| Peer median | $48,934 |
| Best Upon Request Corporate: admin expenses ÷ assets | 0.48% | |
| 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 $2.9M at the end of plan year 2021 to $3.1M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 159 | $3.1M | $62K | $472 | 0.48% | Not published | Form 5500 ↗ |
| 2023 | 125 | $2.6M | $56K | $460 | 0.49% | Not published | Form 5500 ↗ |
| 2022 | 114 | $2.1M | $85K | $787 | 0.50% | Not published | Form 5500 ↗ |
| 2021 | 114 | $2.9M | $35K | $323 | 0.47% | Not published | Form 5500 ↗ |
Common questions
Does Best Upon Request Corporate match 401(k) contributions?
The match terms for the Best Upon Request Corporate, Inc. 401(k) Profit Sharing Plan have not been published from its filing yet. The plan year 2024 filing reports $62K in employer contributions, about $472 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Best Upon Request Corporate 401(k) match vested?
The vesting schedule for the Best Upon Request Corporate, Inc. 401(k) Profit Sharing Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Best Upon Request Corporate 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is ADP, Inc.. The plan administrator is Best Upon Request Corporate, Inc.
I left Best Upon Request Corporate. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Best Upon Request Corporate, Inc, (513) 605-7800) or the recordkeeper, ADP, Inc.. The Best Upon Request Corporate old 401(k) page lists the contacts from every plan filing. Find an old Best Upon Request Corporate 401(k)
Data from the public Form 5500 annual reports Best Upon Request Corporate 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 Best Upon Request Corporate. Not financial advice. Report a correction · Methodology