Blaise Alexander Management 401(k) match, vesting and fees
What Blaise Alexander 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 | Assetmark | Schedule C ↗ |
| Independent auditor | Gearhart, Weinecke & Verrastro, PC (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
How the plan compares
Plan year 2024 medians for 502 defined-contribution plans in retail trade with 500 to 999 participants.
| Blaise Alexander Management: employer contribution per participant | $894 | |
| Peer median | $928 |
| Blaise Alexander Management: average balance | $45,600 | |
| Peer median | $40,685 |
| Blaise Alexander Management: admin expenses ÷ assets | 0.88% | |
| Peer median | 0.37% |
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 $26.5M at the end of plan year 2021 to $29.7M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 873 | $29.7M | $583K | $894 | 0.88% | Not published | Form 5500 ↗ |
| 2023 | 853 | $27.2M | $578K | $892 | 0.61% | Not published | Form 5500 ↗ |
| 2022 | 881 | $24.1M | $527K | $820 | 0.68% | Not published | Form 5500 ↗ |
| 2021 | 824 | $26.5M | $485K | $830 | 0.74% | Not published | Form 5500 ↗ |
Common questions
Does Blaise Alexander Management match 401(k) contributions?
The match terms for the Alexander Family Dealerships 401(k) Profit Sharing Plan have not been published from its filing yet. The plan year 2024 filing reports $583K in employer contributions, about $894 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Blaise Alexander Management 401(k) match vested?
The vesting schedule for the Alexander Family Dealerships 401(k) Profit Sharing Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Blaise Alexander Management 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Assetmark. The plan administrator is Blaise Alexander Management, Inc..
I left Blaise Alexander Management. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Blaise Alexander Management, Inc., (570) 546-4925) or the recordkeeper, Assetmark. The Blaise Alexander Management old 401(k) page lists the contacts from every plan filing. Find an old Blaise Alexander Management 401(k)
Data from the public Form 5500 annual reports Blaise Alexander 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 Blaise Alexander Management. Not financial advice. Report a correction · Methodology