Birge & Held Asset Management 401(k) match, vesting and fees
What Birge & Held Asset Management'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 | American Pension Advisors, Ltd | Schedule C ↗ |
| Independent auditor | Cbiz Cpas, P.C. (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
How the plan compares
Plan year 2024 medians for 1,379 defined-contribution plans in real estate and rental and leasing with 100 to 499 participants.
| Birge & Held Asset Management: employer contribution per participant | $2,573 | |
| Peer median | $1,680 |
| Birge & Held Asset Management: average balance | $36,764 | |
| Peer median | $52,722 |
| Birge & Held Asset Management: admin expenses ÷ assets | 0.56% | |
| Peer median | 0.39% |
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 $3.6M at the end of plan year 2021 to $8.2M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 559 | $8.2M | $574K | $2,573 | 0.56% | Not published | Form 5500 ↗ |
| 2023 | 566 | $6.1M | $516K | $2,591 | 0.91% | Not published | Form 5500 ↗ |
| 2022 | 576 | $3.9M | $386K | $2,398 | — | Not published | Form 5500 ↗ |
| 2021 | 368 | $3.6M | $247K | $2,171 | 0.00% | Not published | 5500-SF ↗ |
Common questions
Does Birge & Held Asset Management match 401(k) contributions?
The match terms for the Birge & Held Asset Management, LLC 401(k) Plan have not been published from its filing yet. The plan year 2024 filing reports $574K in employer contributions, about $2,573 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Birge & Held Asset Management 401(k) match vested?
The vesting schedule for the Birge & Held Asset Management, LLC 401(k) Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Birge & Held Asset Management 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is American Pension Advisors, Ltd. The plan administrator is Birge & Held Asset Management, LLC.
I left Birge & Held Asset Management. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Birge & Held Asset Management, LLC, (317) 218-2674) or the recordkeeper, American Pension Advisors, Ltd. The Birge & Held Asset Management old 401(k) page lists the contacts from every plan filing. Find an old Birge & Held Asset Management 401(k)
Data from the public Form 5500 annual reports Birge & Held Asset Management 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 Birge & Held Asset Management. Not financial advice. Report a correction · Methodology