Bruckner Truck Sales 401(k) match, vesting and fees
What Bruckner Truck Sales' 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 | Principal Life Insurance Company | Schedule C ↗ |
| Independent auditor | Cliftonlarsonallen LLP (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
How the plan compares
Plan year 2024 medians for 479 defined-contribution plans in retail trade with 1,000 to 4,999 participants.
| Bruckner Truck Sales: employer contribution per participant | $1,058 | |
| Peer median | $1,023 |
| Bruckner Truck Sales: average balance | $72,557 | |
| Peer median | $43,395 |
| Bruckner Truck Sales: admin expenses ÷ assets | 0.17% | |
| Peer median | 0.23% |
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 $87.1M at the end of plan year 2021 to $122M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 1,967 | $122M | $1.8M | $1,058 | 0.17% | Not published | Form 5500 ↗ |
| 2023 | 1,899 | $113M | $1.2M | $653 | 0.11% | Not published | Form 5500 ↗ |
| 2022 | 1,800 | $100M | $4.6M | $2,632 | 0.41% | Not published | Form 5500 ↗ |
| 2021 | 1,576 | $87.1M | $4.3M | $2,972 | 0.39% | Not published | Form 5500 ↗ |
Other Bruckner Truck Sales plans (1)
Each plan files its own Form 5500. Figures are from each plan's latest filing.
The Bruckner Truck Sales, Inc. Employee Stock Ownership 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 | Transition Finance Strategies | 2023 Schedule C ↗ |
| Independent auditor | Cliftonlarasonallen LLP (unmodified opinion) | Schedule H ↗ |
| Plan type and status | Retirement · Active | Form 5500 ↗ |
The recordkeeper is from the plan year 2023 filing, the latest that names one. The other rows are from the plan year 2024 filing.
Common questions
Does Bruckner Truck Sales match 401(k) contributions?
The match terms for the Bruckner Truck Sales, Inc. Employee Profit Sharing Plan have not been published from its filing yet. The plan year 2024 filing reports $1.8M in employer contributions, about $1,058 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Bruckner Truck Sales 401(k) match vested?
The vesting schedule for the Bruckner Truck Sales, Inc. Employee Profit Sharing Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Bruckner Truck Sales 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Principal Life Insurance Company. The plan administrator is Bruckner Truck Sales, Inc..
I left Bruckner Truck Sales. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Bruckner Truck Sales, Inc., (806) 376-6273) or the recordkeeper, Principal Life Insurance Company. The Bruckner Truck Sales old 401(k) page lists the contacts from every plan filing. Find an old Bruckner Truck Sales 401(k)
Data from the public Form 5500 annual reports Bruckner Truck Sales 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 Bruckner Truck Sales. Not financial advice. Report a correction · Methodology