Bonbright Distributors 401(k) match, vesting and fees
What Bonbright Distributors' 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.
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
How the plan compares
Plan year 2025 medians for 25,688 defined-contribution plans in wholesale trade with fewer than 100 participants.
| Bonbright Distributors: employer contribution per participant | $4,134 | |
| Peer median | $2,275 |
| Bonbright Distributors: average balance | $118,151 | |
| Peer median | $80,159 |
| Bonbright Distributors: admin expenses ÷ assets | 0.28% | |
| Peer median | 0.43% |
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 $9.1M at the end of plan year 2021 to $5.7M at the end of plan year 2025.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2025 | 107 | $5.7M | $198K | $4,134 | 0.28% | Not published | 5500-SF ↗ |
| 2024 | 94 | $5.5M | $199K | $4,638 | 0.43% | Not published | 5500-SF ↗ |
| 2023 | 87 | $7M | $189K | $3,777 | 0.34% | Not published | 5500-SF ↗ |
| 2022 | 105 | $6.1M | $134K | $2,784 | 0.32% | Not published | 5500-SF ↗ |
| 2021 | 81 | $9.1M | $139K | $3,092 | 0.41% | Not published | 5500-SF ↗ |
Other Bonbright Distributors plans (2)
Each plan files its own Form 5500. Figures are from each plan's latest filing.
Bonbright Distributors Inc. Union 401(k) Savings Plan
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.
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
Bonbright Union Money Purchase Pension Plan
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 | July Business Services | 2024 Schedule C ↗ |
| Independent auditor | Flagel Huber Flagel (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | Retirement · Active | Form 5500 ↗ |
The recordkeeper is from the plan year 2024 filing, the latest that names one. The other rows are from the plan year 2025 filing.
Common questions
Does Bonbright Distributors match 401(k) contributions?
The match terms for the Bonbright Distributors, Inc. Non-Union 401(k) Plan have not been published from its filing yet. The plan year 2025 filing reports $198K in employer contributions, about $4,134 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Bonbright Distributors 401(k) match vested?
The vesting schedule for the Bonbright Distributors, Inc. Non-Union 401(k) Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Bonbright Distributors 401(k)?
The filing names Bonbright Distributors Inc as plan administrator; it does not list a recordkeeper.
I left Bonbright Distributors. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Bonbright Distributors Inc, (937) 222-1001). The Bonbright Distributors old 401(k) page lists the contacts from every plan filing. Find an old Bonbright Distributors 401(k)
Data from the public Form 5500 annual reports Bonbright Distributors filed with the U.S. Department of Labor (plan years 2021 and 2022 and 2023 and 2024 and 2025) 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 Bonbright Distributors. Not financial advice. Report a correction · Methodology