Box Acquisitions, LLC (DBA Box Partners, LLC) 401(k) match, vesting and fees
What Box Acquisitions, LLC (DBA Box Partners, LLC)'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 | Fidelity Investments Institutional | Schedule C ↗ |
| Independent auditor | Plante & Moran, PLLC (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
Plan history
Plan assets went from $4.4M at the end of plan year 2021 to $12.5M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 477 | $12.5M | $570K | $1,570 | 0.67% | Not published | Form 5500 ↗ |
| 2023 | 296 | $4.8M | $75K | $425 | 0.54% | Not published | 5500-SF ↗ |
| 2022 | 276 | $3.7M | $0 | $0 | 0.08% | Not published | Form 5500 ↗ |
| 2021 | 258 | $4.4M | $0 | $0 | 0.13% | Not published | Form 5500 ↗ |
Common questions
Does Box Acquisitions, LLC (DBA Box Partners, LLC) match 401(k) contributions?
The match terms for the Box Partners, LLC 401(k) Plan have not been published from its filing yet. The plan year 2024 filing reports $570K in employer contributions, about $1,570 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Box Acquisitions, LLC (DBA Box Partners, LLC) 401(k) match vested?
The vesting schedule for the Box Partners, LLC 401(k) Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Box Acquisitions, LLC (DBA Box Partners, LLC) 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Fidelity Investments Institutional. The plan administrator is Box Acquisitions, LLC (Dba Box Partners, Llc).
I left Box Acquisitions, LLC (DBA Box Partners, LLC). How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Box Acquisitions, LLC (Dba Box Partners, Llc), (847) 783-9000) or the recordkeeper, Fidelity Investments Institutional. The Box Acquisitions, LLC (DBA Box Partners, LLC) old 401(k) page lists the contacts from every plan filing. Find an old Box Acquisitions, LLC (DBA Box Partners, LLC) 401(k)
Data from the public Form 5500 annual reports Box Acquisitions, LLC (DBA Box Partners, LLC) 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 Box Acquisitions, LLC (DBA Box Partners, LLC). Not financial advice. Report a correction · Methodology