Buddy Moore Trucking 401(k) match, vesting and fees
What Buddy Moore Trucking'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 | Epic Retirement Plan Services | Schedule C ↗ |
| Independent auditor | Warren Averett (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
How the plan compares
Plan year 2024 medians for 1,836 defined-contribution plans in transportation and warehousing with 100 to 499 participants.
| Buddy Moore Trucking: employer contribution per participant | $1,523 | |
| Peer median | $1,076 |
| Buddy Moore Trucking: average balance | $35,633 | |
| Peer median | $31,804 |
| Buddy Moore Trucking: admin expenses ÷ assets | 0.59% | |
| Peer median | 0.46% |
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 $6.1M at the end of plan year 2021 to $6.7M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 311 | $6.7M | $286K | $1,523 | 0.59% | Not published | Form 5500 ↗ |
| 2023 | 278 | $6M | $299K | $1,636 | 0.46% | Not published | Form 5500 ↗ |
| 2022 | 299 | $5.5M | $288K | $1,495 | 0.73% | Not published | Form 5500 ↗ |
| 2021 | 391 | $6.1M | $270K | $997 | 0.61% | Not published | Form 5500 ↗ |
Common questions
Does Buddy Moore Trucking match 401(k) contributions?
The match terms for the Buddy Moore Trucking, Inc. 401(k) Plan have not been published from its filing yet. The plan year 2024 filing reports $286K in employer contributions, about $1,523 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Buddy Moore Trucking 401(k) match vested?
The vesting schedule for the Buddy Moore Trucking, Inc. 401(k) Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Buddy Moore Trucking 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Epic Retirement Plan Services. The plan administrator is Buddy Moore Trucking, Inc..
I left Buddy Moore Trucking. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Buddy Moore Trucking, Inc., (205) 949-3201) or the recordkeeper, Epic Retirement Plan Services. The Buddy Moore Trucking old 401(k) page lists the contacts from every plan filing. Find an old Buddy Moore Trucking 401(k)
Data from the public Form 5500 annual reports Buddy Moore Trucking 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 Buddy Moore Trucking. Not financial advice. Report a correction · Methodology