Black Forest Ventures 401(k) match, vesting and fees
What Black Forest Ventures' 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 | Seitz,demarco,&Mcgovern, 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 398 defined-contribution plans in management of companies and enterprises with 100 to 499 participants.
| Black Forest Ventures: employer contribution per participant | $3,565 | |
| Peer median | $2,051 |
| Black Forest Ventures: average balance | $77,799 | |
| Peer median | $71,053 |
| Black Forest Ventures: admin expenses ÷ assets | 0.21% | |
| Peer median | 0.25% |
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 $16.1M at the end of plan year 2021 to $21.8M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 767 | $21.8M | $998K | $3,565 | 0.21% | Not published | Form 5500 ↗ |
| 2023 | 633 | $18.4M | $933K | $3,687 | 0.18% | Not published | Form 5500 ↗ |
| 2022 | 698 | $14.3M | $772K | $3,014 | 0.18% | Not published | Form 5500 ↗ |
| 2021 | 647 | $16.1M | $597K | $2,605 | 0.15% | Not published | Form 5500 ↗ |
Common questions
Does Black Forest Ventures match 401(k) contributions?
The match terms for the Black Forest 401(k) Plan have not been published from its filing yet. The plan year 2024 filing reports $998K in employer contributions, about $3,565 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Black Forest Ventures 401(k) match vested?
The vesting schedule for the Black Forest 401(k) Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Black Forest Ventures 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Fidelity Investments Institutional. The plan administrator is Black Forest Ventures, LLC.
I left Black Forest Ventures. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Black Forest Ventures, LLC, (832) 813-7373) or the recordkeeper, Fidelity Investments Institutional. The Black Forest Ventures old 401(k) page lists the contacts from every plan filing. Find an old Black Forest Ventures 401(k)
Data from the public Form 5500 annual reports Black Forest Ventures 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 Black Forest Ventures. Not financial advice. Report a correction · Methodology