Bregal Investments 401(k) match, vesting and fees
What Bregal Investments' 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 | Bdg-Cpas (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
Plan history
Plan assets went from $28.3M at the end of plan year 2021 to $38.1M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 146 | $38.1M | $1.3M | $9,377 | 0.03% | Not published | Form 5500 ↗ |
| 2023 | 134 | $31.2M | $1.2M | $9,296 | 0.03% | Not published | Form 5500 ↗ |
| 2022 | 124 | $23.8M | $1.1M | $9,580 | 0.03% | Not published | Form 5500 ↗ |
| 2021 | 106 | $28.3M | $840K | $8,662 | 0.01% | Not published | Form 5500 ↗ |
Common questions
Does Bregal Investments match 401(k) contributions?
The match terms for the Bregal Investments, Inc. 401(k) Plan have not been published from its filing yet. The plan year 2024 filing reports $1.3M in employer contributions, about $9,377 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Bregal Investments 401(k) match vested?
The vesting schedule for the Bregal Investments, Inc. 401(k) Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Bregal Investments 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Fidelity Investments Institutional. The plan administrator is Bregal Investments Inc..
I left Bregal Investments. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Bregal Investments Inc., (212) 704-3022) or the recordkeeper, Fidelity Investments Institutional. The Bregal Investments old 401(k) page lists the contacts from every plan filing. Find an old Bregal Investments 401(k)
Data from the public Form 5500 annual reports Bregal Investments 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 Bregal Investments. Not financial advice. Report a correction · Methodology